|
1926
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$249K
|
-$1.85K
|
1
|
0.05%
|
Reduced
|
|
|
1927
|
Signet Financial Management
Parsippany,
New Jersey
|
$248K
|
+$2.03K
|
1
|
0.03%
|
Increased
|
|
|
1928
|
Wakefield Asset Management
Englewood,
Colorado
|
$248K
|
+$269K
|
1
|
0.08%
|
New
|
|
|
1929
|
Jordan Park Group
San Francisco,
California
|
$248K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1930
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$247K
|
+$268K
|
1
|
0.15%
|
New
|
|
|
1931
|
Westside Investment Management
Santa Monica,
California
|
$247K
|
+$36.8K
|
1
|
0.05%
|
Increased
|
|
|
1932
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$247K
|
-$33.3K
|
1
|
0.13%
|
Reduced
|
|
|
1933
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$246K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1934
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$246K
|
+$54K
|
1
|
0.09%
|
Increased
|
|
|
1935
|
Intellus Advisors
Naples,
Florida
|
$246K
|
+$49.2K
|
1
|
0.04%
|
Increased
|
|
|
1936
|
McHugh Group
Bratenahl,
Ohio
|
$246K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1937
|
Wealth Architects
Mountain View,
California
|
$245K
|
-$1.11K
|
1
|
0.03%
|
Reduced
|
|
|
1938
|
Alaska Permanent Fund
Juneau,
Alaska
|
$245K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1939
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$245K
|
-$370
|
1
|
0.11%
|
Reduced
|
|
|
1940
|
United Bank (Virginia)
Vienna,
Virginia
|
$244K
|
-$179K
|
1
|
0.03%
|
Reduced
|
|
|
1941
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$243K
|
+$18.5K
|
1
|
0.18%
|
Increased
|
|
|
1942
|
Wayfinding Financial
Lynnwood,
Washington
|
$241K
|
+$15.3K
|
1
|
0.11%
|
Increased
|
|
|
1943
|
Rockbridge Investment Management
Syracuse,
New York
|
$239K
|
-$16.6K
|
1
|
0.03%
|
Reduced
|
|
|
1944
|
Whelan Financial
Fresno,
California
|
$237K
|
+$41.8K
|
1
|
0.09%
|
Increased
|
|
|
1945
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$237K
|
+$31.3K
|
1
|
0.16%
|
Increased
|
|
|
1946
|
Insight Inv LLC
El Segundo,
California
|
$236K
|
+$3.38M
|
1
|
0.16%
|
Increased
|
|
|
1947
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$236K
|
+$44.9K
|
1
|
0.02%
|
Increased
|
|
|
1948
|
Blume Capital Management
Berkeley,
California
|
$236K
|
+$5.92K
|
1
|
0.05%
|
Increased
|
|
|
1949
|
Victory Financial Group
Austin,
Texas
|
$236K
|
+$254K
|
1
|
0.05%
|
New
|
|
|
1950
|
Perennial Advisors
New York
|
$235K
|
+$255K
|
1
|
0.05%
|
New
|
|