|
1926
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$117K
|
+$104K
|
3
|
0.08%
|
Increased
|
|
|
1927
|
Clean Yield Group
Norwich,
Vermont
|
$116K
|
+$115K
|
4
|
0.04%
|
New
|
|
|
1928
|
Key Financial Inc
West Chester,
Pennsylvania
|
$116K
|
+$17.3K
|
4
|
0.06%
|
Increased
|
|
|
1929
|
James Investment Research
Alpha,
Ohio
|
$115K
|
+$5.6K
|
1
|
0.01%
|
Increased
|
|
|
1930
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$115K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1931
|
Halpern Financial
Ashburn,
Virginia
|
$114K
|
+$103K
|
2
|
0.05%
|
Increased
|
|
|
1932
|
Larson Financial Group
St Louis,
Missouri
|
$113K
|
+$27.8K
|
4
|
0.03%
|
Increased
|
|
|
1933
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$112K
|
+$181
|
2
|
0.01%
|
Increased
|
|
|
1934
|
S.A. Mason
Holland,
Michigan
|
$112K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
1935
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$111K
|
-$28.8K
|
4
|
0.02%
|
Reduced
|
|
|
1936
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$110K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1937
|
Firestone Capital Management
Coral Gables,
Florida
|
$110K
|
+$14K
|
3
|
0.04%
|
Increased
|
|
|
1938
|
Tortoise Investment Management
White Plains,
New York
|
$108K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1939
|
Raffa Wealth Management
Washington,
District of Columbia
|
$108K
|
+$50.1K
|
9
|
0.04%
|
Increased
|
|
|
1940
|
First Pacific Advisors
El Segundo,
California
|
$105K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1941
|
Front Row Advisors
Tiburon,
California
|
$105K
|
+$1.12K
|
3
|
0.04%
|
Increased
|
|
|
1942
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$105K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1943
|
Albion Financial Group
Salt Lake City,
Utah
|
$104K
|
+$103K
|
3
|
0.01%
|
New
|
|
|
1944
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$103K
|
-$63K
|
3
|
0.02%
|
Reduced
|
|
|
1945
|
Concord Wealth Partners
Abingdon,
Virginia
|
$100K
|
+$30.6K
|
4
|
0.03%
|
Increased
|
|
|
1946
|
Denver PWM
Denver,
Colorado
|
$99K
|
+$10.9K
|
1
|
0.04%
|
Increased
|
|
|
1947
|
Pinz Capital Management
New York
|
$99K
|
-$1.33M
|
1
|
0.03%
|
Reduced
|
|
|
1948
|
State of Wyoming
Cheyenne,
Wyoming
|
$99K
|
+$7.98K
|
3
|
0.06%
|
Increased
|
|
|
1949
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$98K
|
+$3.69K
|
4
|
0.01%
|
Increased
|
|
|
1950
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$95K
|
$0
|
1
|
0.02%
|
Maintained
|
|