|
1901
|
Partnervest Advisory Services
Santa Barbara,
California
|
$370K
|
+$358K
|
1
|
0.18%
|
New
|
|
|
1902
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$369K
|
+$125K
|
1
|
0.09%
|
Increased
|
|
|
1903
|
Risk Paradigm Group
Austin,
Texas
|
$366K
|
+$61.4K
|
1
|
0.39%
|
Increased
|
|
|
1904
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$364K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1905
|
Winch Advisory Services
Appleton,
Wisconsin
|
$364K
|
-$25.6K
|
2
|
0.22%
|
Reduced
|
|
|
1906
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$364K
|
-$51.8K
|
1
|
0.02%
|
Reduced
|
|
|
1907
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$363K
|
-$4.16K
|
2
|
0.15%
|
Reduced
|
|
|
1908
|
Osborne Partners Capital Management
San Francisco,
California
|
$362K
|
+$2.97K
|
1
|
0.05%
|
Increased
|
|
|
1909
|
Canal Capital Management
Richmond,
Virginia
|
$361K
|
+$350K
|
1
|
0.2%
|
New
|
|
|
1910
|
Intersect Capital
San Ramon,
California
|
$361K
|
-$4.83K
|
1
|
0.19%
|
Reduced
|
|
|
1911
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$360K
|
-$3.2K
|
7
|
0.24%
|
Reduced
|
|
|
1912
|
Maryland Capital Management
Towson,
Maryland
|
$360K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1913
|
Stellar Capital Management
Phoenix,
Arizona
|
$360K
|
-$57.9K
|
1
|
0.24%
|
Reduced
|
|
|
1914
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$359K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1915
|
Gould Asset Management
Claremont,
California
|
$358K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1916
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$358K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1917
|
|
$357K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1918
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$355K
|
+$350K
|
3
|
0.01%
|
Increased
|
|
|
1919
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$355K
|
+$11.1K
|
1
|
0.21%
|
Increased
|
|
|
1920
|
Hamel Associates
Chatham,
New Jersey
|
$355K
|
-$26K
|
1
|
0.17%
|
Reduced
|
|
|
1921
|
Altium Wealth Management
Purchase,
New York
|
$354K
|
+$342K
|
1
|
0.16%
|
New
|
|
|
1922
|
Breiter Capital Management
Bradenton,
Florida
|
$354K
|
+$342K
|
1
|
0.51%
|
New
|
|
|
1923
|
Spark Investment Management
New York
|
$354K
|
-$3.14M
|
1
|
0.02%
|
Reduced
|
|
|
1924
|
|
$353K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1925
|
Cooper/Haims Advisors
Victor,
New York
|
$352K
|
+$340K
|
1
|
0.33%
|
New
|
|