|
1901
|
TCI Wealth Advisors
Tucson,
Arizona
|
$548K
|
+$22.7K
|
17
|
0.24%
|
Increased
|
|
|
1902
|
Southport Capital Management
Chattanooga,
Tennessee
|
$547K
|
-$1.59M
|
1
|
0.21%
|
Reduced
|
|
|
1903
|
Weatherstone Capital Management
Denver,
Colorado
|
$546K
|
+$3.19M
|
1
|
0.36%
|
New
|
|
|
1904
|
High Falls Advisors
Rochester,
New York
|
$545K
|
+$31.5K
|
1
|
0.19%
|
Increased
|
|
|
1905
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$543K
|
+$21.8K
|
1
|
0.21%
|
Increased
|
|
|
1906
|
HWG Holdings
Houston,
Texas
|
$541K
|
+$510K
|
1
|
0.46%
|
New
|
|
|
1907
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$540K
|
+$496K
|
2
|
0.06%
|
New
|
|
|
1908
|
HeadInvest LLC
Portland,
Maine
|
$539K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1909
|
Waverton Investment Management
London,
United Kingdom
|
$538K
|
+$98.7K
|
1
|
0.03%
|
Increased
|
|
|
1910
|
First Personal Financial Services
Charlotte,
North Carolina
|
$537K
|
+$163K
|
6
|
0.1%
|
Increased
|
|
|
1911
|
IMA Advisory Services
Denver,
Colorado
|
$530K
|
-$723K
|
1
|
0.24%
|
Reduced
|
|
|
1912
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$528K
|
-$7.8K
|
10
|
0.35%
|
Reduced
|
|
|
1913
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$523K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1914
|
TrueWealth LLC
Atlanta,
Georgia
|
$523K
|
+$484K
|
6
|
0.25%
|
New
|
|
|
1915
|
Slow Capital
Greenbrae,
California
|
$522K
|
+$454K
|
1
|
0.27%
|
New
|
|
|
1916
|
Invictus RG
Hamilton,
Bermuda
|
$517K
|
-$339K
|
2
|
0.55%
|
Reduced
|
|
|
1917
|
Stone Run Capital
New York
|
$517K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1918
|
Blue Edge Capital
Richmond,
Virginia
|
$516K
|
+$856
|
1
|
0.21%
|
Increased
|
|
|
1919
|
Fort Point Capital Partners
San Francisco,
California
|
$514K
|
-$161K
|
1
|
0.24%
|
Reduced
|
|
|
1920
|
East Coast Asset Management
Essex,
Massachusetts
|
$512K
|
-$339K
|
1
|
0.14%
|
Reduced
|
|
|
1921
|
Professional Planning
Thousand Oaks,
California
|
$510K
|
+$495K
|
1
|
0.93%
|
New
|
|
|
1922
|
Maven Securities
St Helier,
Jersey
|
$509K
|
+$475K
|
1
|
0.26%
|
New
|
|
|
1923
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$509K
|
+$200K
|
2
|
0.47%
|
Increased
|
|
|
1924
|
United Fire Group
Cedar Rapids,
Iowa
|
$509K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1925
|
Diversified Trust
Memphis,
Tennessee
|
$506K
|
+$196K
|
2
|
0.03%
|
Increased
|
|