|
1926
|
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
$146K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1927
|
First Personal Financial Services
Charlotte,
North Carolina
|
$143K
|
-$20.7K
|
6
|
0.04%
|
Reduced
|
|
|
1928
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$142K
|
-$1.92M
|
1
|
0.04%
|
Reduced
|
|
|
1929
|
Armbruster Capital Management
Pittsford,
New York
|
$141K
|
-$13.8K
|
3
|
0.09%
|
Reduced
|
|
|
1930
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$141K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1931
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$140K
|
-$69K
|
3
|
0.12%
|
Reduced
|
|
|
1932
|
Tarbox Family Office
Newport Beach,
California
|
$140K
|
-$3.6K
|
4
|
0.09%
|
Reduced
|
|
|
1933
|
Palo Capital
Newport Beach,
California
|
$139K
|
-$1.43M
|
1
|
0.1%
|
Reduced
|
|
|
1934
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$138K
|
-$3.25K
|
3
|
0.15%
|
Reduced
|
|
|
1935
|
Tompkins Financial
Ithaca,
New York
|
$136K
|
-$102K
|
4
|
0.04%
|
Reduced
|
|
|
1936
|
Financial Management Professionals
Austin,
Texas
|
$135K
|
$0
|
4
|
0.07%
|
Maintained
|
|
|
1937
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$127K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1938
|
NCM Capital Management Group
Durham,
North Carolina
|
$127K
|
$0
|
1
|
1.54%
|
Maintained
|
|
|
1939
|
Oakwood Capital Management
Los Angeles,
California
|
$127K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1940
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$126K
|
+$1
|
3
|
0.12%
|
Increased
|
|
|
1941
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$121K
|
+$113K
|
2
|
0.03%
|
New
|
|
|
1942
|
SFMG Wealth Advisors
Plano,
Texas
|
$119K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1943
|
Cavalry Management Group
San Francisco,
California
|
$110K
|
+$19.1K
|
2
|
0.09%
|
Increased
|
|
|
1944
|
Trust Asset Management
Houston,
Texas
|
$108K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1945
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$106K
|
-$15.5K
|
1
|
0.03%
|
Reduced
|
|
|
1946
|
Cable Hill Partners
Portland,
Oregon
|
$105K
|
+$26.8K
|
8
|
0.08%
|
Increased
|
|
|
1947
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$103K
|
-$974K
|
1
|
0.06%
|
Reduced
|
|
|
1948
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$102K
|
+$35.1K
|
2
|
0.02%
|
Increased
|
|
|
1949
|
Apriem Advisors
Irvine,
California
|
$99K
|
+$77.3K
|
2
|
0.03%
|
Increased
|
|
|
1950
|
Catamount Wealth Management
Westport,
Connecticut
|
$99K
|
$0
|
2
|
0.08%
|
Maintained
|
|