|
1926
|
Blue Trust Inc
Alpharetta,
Georgia
|
$202K
|
-$379K
|
9
|
0%
|
Reduced
|
|
|
1927
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$201K
|
+$199K
|
1
|
0.03%
|
New
|
|
|
1928
|
Nadler Financial Group
Deerfield,
Illinois
|
$201K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1929
|
Sea Otter Advisors
Miami,
Florida
|
$197K
|
+$42.5K
|
2
|
0.11%
|
Increased
|
|
|
1930
|
JBF Capital
Aspen,
Colorado
|
$197K
|
-$892K
|
1
|
0.04%
|
Reduced
|
|
|
1931
|
Biltmore Family Office
Charlotte,
North Carolina
|
$194K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1932
|
CGC Financial Services
Lake Oswego,
Oregon
|
$193K
|
+$205K
|
2
|
0.13%
|
New
|
|
|
1933
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$192K
|
+$16K
|
4
|
0.04%
|
Increased
|
|
|
1934
|
Triatomic Management
Palo Alto,
California
|
$188K
|
-$285K
|
1
|
0.19%
|
Reduced
|
|
|
1935
|
Thomas White International
Chicago,
Illinois
|
$188K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1936
|
Solstein Capital
Menlo Park,
California
|
$188K
|
+$52.7K
|
2
|
0.16%
|
Increased
|
|
|
1937
|
Glassman Wealth Services
Vienna,
Virginia
|
$186K
|
-$10K
|
8
|
0.03%
|
Reduced
|
|
|
1938
|
Addison Advisors
Middlebury,
Vermont
|
$185K
|
+$18.1K
|
1
|
0.09%
|
Increased
|
|
|
1939
|
Coppell Advisory Solutions
Coppell,
Texas
|
$185K
|
+$176K
|
9
|
0.05%
|
New
|
|
|
1940
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$182K
|
+$194K
|
4
|
0.1%
|
New
|
|
|
1941
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$181K
|
+$45.4K
|
2
|
0.16%
|
Increased
|
|
|
1942
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$179K
|
+$156K
|
1
|
0.12%
|
New
|
|
|
1943
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$178K
|
+$141K
|
2
|
0.07%
|
Increased
|
|
|
1944
|
Parametrica Management
Wanchai,
Hong Kong
|
$176K
|
$0
|
2
|
0.34%
|
Maintained
|
|
|
1945
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$176K
|
-$808K
|
1
|
0.05%
|
Reduced
|
|
|
1946
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$174K
|
$0
|
4
|
0.14%
|
Maintained
|
|
|
1947
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$174K
|
-$41.1K
|
7
|
0.02%
|
Reduced
|
|
|
1948
|
Westport Asset Management
Southport,
Connecticut
|
$173K
|
+$176K
|
1
|
0.1%
|
New
|
|
|
1949
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$173K
|
-$140K
|
1
|
0.02%
|
Reduced
|
|
|
1950
|
Asset Dedication LLC
San Francisco,
California
|
$173K
|
+$7.03K
|
9
|
0.01%
|
Increased
|
|