|
1926
|
Colonial River Investments
Midlothian,
Virginia
|
$258K
|
+$245K
|
1
|
0.07%
|
New
|
|
|
1927
|
Titleist Asset Management
San Antonio,
Texas
|
$256K
|
+$243K
|
1
|
0.02%
|
New
|
|
|
1928
|
Ashton Thomas Securities
Rochester,
New York
|
$255K
|
+$243K
|
1
|
0.04%
|
New
|
|
|
1929
|
Charter Capital Management
Brookfield,
Wisconsin
|
$252K
|
+$239K
|
1
|
0.11%
|
New
|
|
|
1930
|
First Bancorp
Damariscotta,
Maine
|
$252K
|
+$239K
|
1
|
0.1%
|
New
|
|
|
1931
|
United Community Bank
Greenville,
South Carolina
|
$250K
|
-$6.83K
|
1
|
0.08%
|
Reduced
|
|
|
1932
|
Gunpowder Capital Management
Towson,
Maryland
|
$250K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1933
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$249K
|
+$237K
|
1
|
0.09%
|
New
|
|
|
1934
|
Planning Alternatives
Birmingham,
Michigan
|
$249K
|
+$237K
|
1
|
0.03%
|
New
|
|
|
1935
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$248K
|
-$188K
|
1
|
0.16%
|
Reduced
|
|
|
1936
|
Southern Financial Group
Birmingham,
Alabama
|
$247K
|
-$55.4K
|
1
|
0.06%
|
Reduced
|
|
|
1937
|
Semanteon Capital Management
Newton,
Massachusetts
|
$247K
|
-$12.6K
|
1
|
1.11%
|
Reduced
|
|
|
1938
|
Compass Capital Corp
Braintree,
Massachusetts
|
$245K
|
+$249K
|
1
|
0.08%
|
New
|
|
|
1939
|
Great Diamond Partners
Portland,
Maine
|
$245K
|
-$62.2K
|
1
|
0.04%
|
Reduced
|
|
|
1940
|
Trajan Wealth
Scottsdale,
Arizona
|
$244K
|
-$15.3K
|
1
|
0.01%
|
Reduced
|
|
|
1941
|
Canopy Partners
Cincinnati,
Ohio
|
$244K
|
+$232K
|
1
|
0.07%
|
New
|
|
|
1942
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$244K
|
+$232K
|
1
|
0.02%
|
New
|
|
|
1943
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$244K
|
+$232K
|
1
|
0.03%
|
New
|
|
|
1944
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$244K
|
+$215K
|
1
|
0.07%
|
New
|
|
|
1945
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$243K
|
+$231K
|
1
|
0.08%
|
New
|
|
|
1946
|
Circle Wealth Management
Summit,
New Jersey
|
$243K
|
+$231K
|
1
|
0%
|
New
|
|
|
1947
|
Silvercrest Asset Management
New York
|
$243K
|
-$9.37M
|
1
|
0%
|
Reduced
|
|
|
1948
|
M&G plc
London,
United Kingdom
|
$243K
|
+$223K
|
1
|
0%
|
New
|
|
|
1949
|
Financial Consulate
Hunt Valley,
Maryland
|
$242K
|
-$715
|
4
|
0.03%
|
Reduced
|
|
|
1950
|
MW Advisory
Atlanta,
Georgia
|
$242K
|
+$230K
|
1
|
0.1%
|
New
|
|