|
1926
|
Alethea Capital Management
Mercer Island,
Washington
|
$229K
|
+$216K
|
1
|
0.14%
|
New
|
|
|
1927
|
Pachira Investments
Dana Point,
California
|
$229K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1928
|
RiverGlades Family Offices
Naples,
Florida
|
$229K
|
+$1.22K
|
1
|
0.18%
|
Increased
|
|
|
1929
|
West Financial Advisors
Des Moines,
Iowa
|
$229K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1930
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$229K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1931
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$228K
|
+$215K
|
1
|
0.01%
|
New
|
|
|
1932
|
SOA Wealth Advisors
New York
|
$228K
|
+$109K
|
1
|
0.06%
|
Increased
|
|
|
1933
|
Waverly Advisors
Birmingham,
Alabama
|
$228K
|
-$5.41K
|
1
|
0.02%
|
Reduced
|
|
|
1934
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$228K
|
+$135
|
1
|
0.11%
|
Increased
|
|
|
1935
|
Accredited Investors
Edina,
Minnesota
|
$227K
|
+$215K
|
1
|
0.02%
|
New
|
|
|
1936
|
Main Street Research
Lakeville,
Connecticut
|
$226K
|
+$213K
|
1
|
0.02%
|
New
|
|
|
1937
|
Montis Financial
Waltham,
Massachusetts
|
$226K
|
+$10.1K
|
1
|
0.19%
|
Increased
|
|
|
1938
|
One Wealth Advisors
San Francisco,
California
|
$226K
|
+$8.65K
|
1
|
0.07%
|
Increased
|
|
|
1939
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$225K
|
+$212K
|
1
|
0.02%
|
New
|
|
|
1940
|
Congress Asset Management
Boston,
Massachusetts
|
$225K
|
-$61.4K
|
1
|
0%
|
Reduced
|
|
|
1941
|
Empirical Finance
Havertown,
Pennsylvania
|
$224K
|
-$15.7K
|
1
|
0.04%
|
Reduced
|
|
|
1942
|
Townsend Asset Management
Raleigh,
North Carolina
|
$224K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1943
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$223K
|
+$211K
|
1
|
0.02%
|
New
|
|
|
1944
|
First United Bank & Trust
Oakland,
Maryland
|
$222K
|
+$210K
|
1
|
0.09%
|
New
|
|
|
1945
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$222K
|
+$210K
|
1
|
0.14%
|
New
|
|
|
1946
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$222K
|
+$26.8K
|
1
|
0.02%
|
Increased
|
|
|
1947
|
Allred Capital Management
Dallas,
Texas
|
$221K
|
+$21.9K
|
1
|
0.11%
|
Increased
|
|
|
1948
|
Clear Creek Financial Management
Silverdale,
Washington
|
$221K
|
+$209K
|
1
|
0.03%
|
New
|
|
|
1949
|
Towerpoint Wealth
Sacramento,
California
|
$221K
|
+$209K
|
1
|
0.11%
|
New
|
|
|
1950
|
Wealth Architects
Mountain View,
California
|
$221K
|
+$209K
|
1
|
0.04%
|
New
|
|