|
1926
|
Tortoise Investment Management
White Plains,
New York
|
$179K
|
+$114K
|
1
|
0.02%
|
Increased
|
|
|
1927
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$179K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1928
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$174K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1929
|
|
$170K
|
+$497
|
1
|
0.02%
|
Increased
|
|
|
1930
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$167K
|
+$153K
|
1
|
0.01%
|
New
|
|
|
1931
|
Winch Advisory Services
Appleton,
Wisconsin
|
$165K
|
-$5.84K
|
1
|
0.05%
|
Reduced
|
|
|
1932
|
Syntax Research
Boca Raton,
Florida
|
$163K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1933
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$161K
|
-$41.2K
|
2
|
0.02%
|
Reduced
|
|
|
1934
|
Saxon Interests
Houston,
Texas
|
$158K
|
-$3.17K
|
1
|
0.08%
|
Reduced
|
|
|
1935
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$156K
|
+$62.9K
|
3
|
0.07%
|
Increased
|
|
|
1936
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$154K
|
-$55.9K
|
3
|
0.03%
|
Reduced
|
|
|
1937
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$153K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1938
|
First Foundation Advisors
Irvine,
California
|
$151K
|
+$138K
|
1
|
0.01%
|
New
|
|
|
1939
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$150K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1940
|
WealthCollab
Bellevue,
Washington
|
$146K
|
-$918
|
4
|
0.11%
|
Reduced
|
|
|
1941
|
Frazier Financial Advisors
Columbus,
Ohio
|
$143K
|
+$51.6K
|
6
|
0.12%
|
Increased
|
|
|
1942
|
Hennessy Advisors Inc
Novato,
California
|
$143K
|
-$21.8K
|
1
|
0.01%
|
Reduced
|
|
|
1943
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$138K
|
-$11.3K
|
1
|
0.1%
|
Reduced
|
|
|
1944
|
CNB Bank
Clearfield,
Pennsylvania
|
$138K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1945
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$137K
|
-$124
|
1
|
0.06%
|
Reduced
|
|
|
1946
|
Biglari Capital Corp
San Antonio,
Texas
|
$136K
|
-$8.98M
|
1
|
0.02%
|
Reduced
|
|
|
1947
|
Monetary Management Group
St Louis,
Missouri
|
$136K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1948
|
Thompson Investment Management
Madison,
Wisconsin
|
$136K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1949
|
ICA Group Wealth Management
Denver,
Colorado
|
$136K
|
+$77.8K
|
1
|
0.03%
|
Increased
|
|
|
1950
|
Rise Advisors
Rochester,
New York
|
$132K
|
+$55.7K
|
3
|
0.07%
|
Increased
|
|