|
1926
|
Claro Advisors
Boston,
Massachusetts
|
$203K
|
-$326K
|
1
|
0.03%
|
Reduced
|
|
|
1927
|
Arlington Trust
Birmingham,
Alabama
|
$203K
|
-$5.22K
|
1
|
0.04%
|
Reduced
|
|
|
1928
|
KCM Investment Advisors
Greenbrae,
California
|
$203K
|
-$307K
|
1
|
0.01%
|
Reduced
|
|
|
1929
|
First National Trust
Hermitage,
Pennsylvania
|
$202K
|
+$187K
|
1
|
0.01%
|
New
|
|
|
1930
|
Two Sigma Securities
New York
|
$202K
|
-$1.11M
|
1
|
0.02%
|
Reduced
|
|
|
1931
|
Richmond Investment Services
Mequon,
Wisconsin
|
$202K
|
+$135K
|
1
|
0.04%
|
New
|
|
|
1932
|
Eschler Asset Management
London,
United Kingdom
|
$202K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1933
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$202K
|
+$186K
|
1
|
0.04%
|
New
|
|
|
1934
|
Simmons Bank
Pine Bluff,
Arkansas
|
$201K
|
-$1.7M
|
1
|
0.01%
|
Reduced
|
|
|
1935
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$201K
|
+$198K
|
1
|
0.04%
|
New
|
|
|
1936
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$200K
|
+$184K
|
1
|
0.02%
|
New
|
|
|
1937
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$200K
|
$0
|
2
|
0.62%
|
Maintained
|
|
|
1938
|
RMG Wealth Management
Platteville,
Wisconsin
|
$200K
|
+$145K
|
2
|
0.03%
|
New
|
|
|
1939
|
Millstone Evans Group
Boulder,
Colorado
|
$200K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
1940
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$195K
|
+$22.1K
|
2
|
0.09%
|
Increased
|
|
|
1941
|
ORG Wealth Partners
Dallas,
Texas
|
$190K
|
-$25.2K
|
2
|
0.05%
|
Reduced
|
|
|
1942
|
First United Bank & Trust
Oakland,
Maryland
|
$189K
|
+$25.3K
|
1
|
0.07%
|
Increased
|
|
|
1943
|
Grove Bank & Trust
Miami,
Florida
|
$188K
|
-$10.9K
|
1
|
0.02%
|
Reduced
|
|
|
1944
|
Opal Wealth Advisors
Jericho,
New York
|
$188K
|
+$12.1K
|
1
|
0.05%
|
Increased
|
|
|
1945
|
Avion Wealth
The Woodlands,
Texas
|
$186K
|
-$28.8K
|
2
|
0.04%
|
Reduced
|
|
|
1946
|
SOA Wealth Advisors
New York
|
$184K
|
+$32.9K
|
3
|
0.03%
|
Increased
|
|
|
1947
|
CVA Family Office
Denver,
Colorado
|
$184K
|
+$87.9K
|
2
|
0.03%
|
Increased
|
|
|
1948
|
|
$181K
|
-$613K
|
2
|
0.02%
|
Reduced
|
|
|
1949
|
Covestor
London,
United Kingdom
|
$180K
|
-$24.7K
|
2
|
0.11%
|
Reduced
|
|
|
1950
|
Aventura Private Wealth
Aventura,
Florida
|
$176K
|
-$1.03K
|
2
|
0.08%
|
Reduced
|
|