|
1951
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$242K
|
+$230K
|
1
|
0.02%
|
New
|
|
|
1952
|
Anchor Bay Capital
Carlsbad,
California
|
$241K
|
+$249K
|
1
|
0.13%
|
New
|
|
|
1953
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$241K
|
-$490K
|
1
|
0.05%
|
Reduced
|
|
|
1954
|
|
$239K
|
-$43.1M
|
1
|
0.02%
|
Reduced
|
|
|
1955
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$238K
|
+$226K
|
1
|
0.02%
|
New
|
|
|
1956
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$237K
|
+$228K
|
1
|
0.12%
|
New
|
|
|
1957
|
Swiss Re
Zurich,
Switzerland
|
$236K
|
+$189K
|
1
|
0.02%
|
Increased
|
|
|
1958
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$236K
|
+$224K
|
1
|
0.06%
|
New
|
|
|
1959
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$236K
|
+$224K
|
1
|
0.14%
|
New
|
|
|
1960
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$235K
|
+$920
|
1
|
0.19%
|
Increased
|
|
|
1961
|
New Hampshire Trust
Concord,
New Hampshire
|
$235K
|
+$223K
|
1
|
0.04%
|
New
|
|
|
1962
|
Narus Financial Partners
Salt Lake City,
Utah
|
$234K
|
+$207K
|
1
|
0.06%
|
New
|
|
|
1963
|
Trust Point Inc
La Crosse,
Wisconsin
|
$234K
|
-$38.5M
|
1
|
0.02%
|
Reduced
|
|
|
1964
|
Elyxium Wealth
San Mateo,
California
|
$234K
|
+$222K
|
1
|
0.02%
|
New
|
|
|
1965
|
Adelphi Trust
Saint Petersburg,
Florida
|
$234K
|
+$222K
|
1
|
0.16%
|
New
|
|
|
1966
|
Joel Isaacson & Co
New York
|
$234K
|
+$222K
|
1
|
0.01%
|
New
|
|
|
1967
|
First Merchants Corp
Muncie,
Indiana
|
$233K
|
+$221K
|
1
|
0.01%
|
New
|
|
|
1968
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$233K
|
+$221K
|
1
|
0.02%
|
New
|
|
|
1969
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$232K
|
+$221K
|
1
|
0.16%
|
New
|
|
|
1970
|
Kaufman Rossin Wealth
Miami,
Florida
|
$232K
|
+$231K
|
1
|
0.11%
|
New
|
|
|
1971
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$232K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1972
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$232K
|
+$220K
|
1
|
0.06%
|
New
|
|
|
1973
|
Hills Bank & Trust
North Liberty,
Iowa
|
$231K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1974
|
Physician Wealth Advisors
Midvale,
Utah
|
$231K
|
+$2.26K
|
4
|
0.03%
|
Increased
|
|
|
1975
|
PKS Advisory Services
Albany,
New York
|
$231K
|
+$219K
|
1
|
0.04%
|
New
|
|