|
1901
|
Kingfisher Capital
Charlotte,
North Carolina
|
$345K
|
+$430K
|
1
|
0.25%
|
New
|
|
|
1902
|
Miramar Capital
Northbrook,
Illinois
|
$344K
|
+$331K
|
1
|
0.27%
|
New
|
|
|
1903
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$342K
|
-$599K
|
1
|
0.31%
|
Reduced
|
|
|
1904
|
Private Portfolio Partners
Paramus,
New Jersey
|
$342K
|
+$374K
|
1
|
0.21%
|
New
|
|
|
1905
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$341K
|
-$336K
|
1
|
0.27%
|
Reduced
|
|
|
1906
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$341K
|
-$7.64K
|
1
|
0.08%
|
Reduced
|
|
|
1907
|
Brighton Jones LLC
Seattle,
Washington
|
$340K
|
+$38.5K
|
1
|
0.05%
|
Increased
|
|
|
1908
|
Klingman & Associates
New York
|
$340K
|
-$21.4K
|
1
|
0.08%
|
Reduced
|
|
|
1909
|
Hills Bank & Trust
North Liberty,
Iowa
|
$339K
|
+$38.1K
|
1
|
0.11%
|
Increased
|
|
|
1910
|
Thompson Rubinstein Investment Management
Portland,
Oregon
|
$339K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1911
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$338K
|
-$16.1K
|
1
|
0.43%
|
Reduced
|
|
|
1912
|
Canal Capital Management
Richmond,
Virginia
|
$338K
|
+$77.3K
|
1
|
0.23%
|
Increased
|
|
|
1913
|
First National Corp
Rockland,
Massachusetts
|
$338K
|
+$370K
|
2
|
0.16%
|
New
|
|
|
1914
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$338K
|
-$96.9K
|
1
|
0.04%
|
Reduced
|
|
|
1915
|
Domini Impact Investments
New York
|
$337K
|
-$223K
|
1
|
6.79%
|
Reduced
|
|
|
1916
|
Insight Wealth Strategies
San Ramon,
California
|
$334K
|
+$366K
|
1
|
0.1%
|
New
|
|
|
1917
|
Bell Bank
Fargo,
North Dakota
|
$333K
|
+$1.11K
|
1
|
0.1%
|
Increased
|
|
|
1918
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$333K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1919
|
Global Retirement Partners
San Rafael,
California
|
$332K
|
-$110K
|
6
|
0.08%
|
Reduced
|
|
|
1920
|
Credential Qtrade Securities
Vancouver,
|
$332K
|
-$114K
|
2
|
0.07%
|
Reduced
|
|
|
1921
|
Partnervest Advisory Services
Santa Barbara,
California
|
$331K
|
-$42.5K
|
1
|
0.16%
|
Reduced
|
|
|
1922
|
Ceeto Capital Group
Coral Gables,
Florida
|
$330K
|
-$15.6K
|
1
|
0.27%
|
Reduced
|
|
|
1923
|
Global Financial Private Capital
Sarasota,
Florida
|
$330K
|
-$1.63M
|
1
|
0.02%
|
Reduced
|
|
|
1924
|
Unio Capital
Princeton,
New Jersey
|
$330K
|
-$15.6K
|
1
|
0.26%
|
Reduced
|
|
|
1925
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$328K
|
-$41.2K
|
2
|
0.34%
|
Reduced
|
|