|
1926
|
Bullock Wealth Management
Bloomington,
Indiana
|
$71.7K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1927
|
Castleview Partners
Dallas,
Texas
|
$68.6K
|
-$1.28K
|
1
|
0.04%
|
Reduced
|
|
|
1928
|
Advantage Trust Company
Salina,
Kansas
|
$67.5K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1929
|
Pathway Financial Advisers
Auburn,
Indiana
|
$67.5K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1930
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$66.6K
|
-$10.2K
|
2
|
0.01%
|
Reduced
|
|
|
1931
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$66.4K
|
-$5.78K
|
2
|
0.01%
|
Reduced
|
|
|
1932
|
Optimum Investment Advisors
Chicago,
Illinois
|
$65.6K
|
-$64.6K
|
1
|
0.03%
|
Reduced
|
|
|
1933
|
First Community Trust
Dubuque,
Iowa
|
$64K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1934
|
Pingora Partners
Wilson,
Wyoming
|
$62.9K
|
-$7.15K
|
2
|
0.04%
|
Reduced
|
|
|
1935
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$62.5K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1936
|
Asset Dedication LLC
San Francisco,
California
|
$60.6K
|
+$14.3K
|
3
|
0%
|
Increased
|
|
|
1937
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$60.2K
|
+$3.3K
|
2
|
0.01%
|
Increased
|
|
|
1938
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$58.3K
|
+$57.4K
|
2
|
0%
|
New
|
|
|
1939
|
Frazier Financial Advisors
Columbus,
Ohio
|
$58K
|
-$2.82K
|
2
|
0.05%
|
Reduced
|
|
|
1940
|
Oakworth Capital
Birmingham,
Alabama
|
$56.9K
|
-$2.58K
|
3
|
0%
|
Reduced
|
|
|
1941
|
Tortoise Investment Management
White Plains,
New York
|
$56.9K
|
-$11.8K
|
3
|
0.01%
|
Reduced
|
|
|
1942
|
WR Wealth Planners
Columbia,
Missouri
|
$55K
|
+$21.1K
|
4
|
0.02%
|
Increased
|
|
|
1943
|
Chilton Capital Management
Houston,
Texas
|
$53.3K
|
-$56K
|
3
|
0%
|
Reduced
|
|
|
1944
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$53K
|
-$9.04K
|
1
|
0%
|
Reduced
|
|
|
1945
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$52.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1946
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$52.4K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1947
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$52.4K
|
+$3.94K
|
2
|
0%
|
Increased
|
|
|
1948
|
Private Wealth Management Group
Princeton,
New Jersey
|
$51.9K
|
-$589
|
6
|
0.02%
|
Reduced
|
|
|
1949
|
Ridgewood Investments
Springfield,
New Jersey
|
$51.7K
|
-$713
|
1
|
0.03%
|
Reduced
|
|
|
1950
|
Caitlin John
Brighton,
Michigan
|
$48.9K
|
+$34.8K
|
2
|
0.03%
|
Increased
|
|