|
1876
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$223K
|
+$154K
|
2
|
0.06%
|
New
|
|
|
1877
|
|
$223K
|
-$10.7K
|
1
|
0%
|
Reduced
|
|
|
1878
|
Howland Capital Management
Boston,
Massachusetts
|
$223K
|
+$205K
|
1
|
0.01%
|
New
|
|
|
1879
|
Avantax Planning Partners
Dubuque,
Iowa
|
$223K
|
-$21.7K
|
1
|
0.01%
|
Reduced
|
|
|
1880
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$223K
|
+$148K
|
1
|
0.02%
|
New
|
|
|
1881
|
Osprey Private Wealth
New York
|
$222K
|
+$199K
|
1
|
0.12%
|
New
|
|
|
1882
|
W Advisors LLC
Germantown,
Tennessee
|
$222K
|
+$204K
|
1
|
0.13%
|
New
|
|
|
1883
|
Financial Engines Advisors
Santa Clara,
California
|
$221K
|
+$203K
|
1
|
0%
|
New
|
|
|
1884
|
Wharton Business Group
Malvern,
Pennsylvania
|
$221K
|
+$204K
|
1
|
0.01%
|
New
|
|
|
1885
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$220K
|
+$203K
|
1
|
0.02%
|
New
|
|
|
1886
|
FAS Wealth Partners
Leawood,
Kansas
|
$220K
|
+$147K
|
1
|
0.02%
|
New
|
|
|
1887
|
Trilogy Capital
Irvine,
California
|
$219K
|
+$202K
|
1
|
0.01%
|
New
|
|
|
1888
|
Balentine LLC
Atlanta,
Georgia
|
$219K
|
+$202K
|
1
|
0.01%
|
New
|
|
|
1889
|
Nemes Rush Group
Novi,
Michigan
|
$218K
|
-$7.67K
|
2
|
0.02%
|
Reduced
|
|
|
1890
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$217K
|
+$200K
|
1
|
0.03%
|
New
|
|
|
1891
|
Frisch Financial Group
Melville,
New York
|
$217K
|
+$145K
|
1
|
0.05%
|
New
|
|
|
1892
|
Madden Securities
Dallas,
Texas
|
$216K
|
+$144K
|
1
|
0.07%
|
New
|
|
|
1893
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$216K
|
+$199K
|
1
|
0.07%
|
New
|
|
|
1894
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$215K
|
+$198K
|
1
|
0.05%
|
New
|
|
|
1895
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$215K
|
+$198K
|
1
|
0.01%
|
New
|
|
|
1896
|
Catalyst Capital Advisors
Huntington,
New York
|
$213K
|
+$143K
|
1
|
0%
|
Increased
|
|
|
1897
|
Affinity Investment Advisors
Newport Beach,
California
|
$213K
|
+$196K
|
1
|
0.16%
|
New
|
|
|
1898
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$213K
|
+$196K
|
1
|
0.08%
|
New
|
|
|
1899
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$213K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1900
|
TAGStone Capital
Charlotte,
North Carolina
|
$212K
|
$0
|
1
|
0.09%
|
Maintained
|
|