|
1926
|
Truvestments Capital
Sarasota,
Florida
|
$155K
|
+$57.2K
|
10
|
0.03%
|
Increased
|
|
|
1927
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$154K
|
+$24.8K
|
4
|
0.06%
|
Increased
|
|
|
1928
|
Harold Davidson & Associates
Los Angeles,
California
|
$153K
|
-$156K
|
1
|
0.1%
|
Reduced
|
|
|
1929
|
Monetary Management Group
St Louis,
Missouri
|
$152K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1930
|
Westpac Banking Corp
Sydney,
Australia
|
$151K
|
-$5.87K
|
1
|
0.01%
|
Reduced
|
|
|
1931
|
Avalon Trust
Santa Fe,
New Mexico
|
$149K
|
-$30.1K
|
1
|
0.01%
|
Reduced
|
|
|
1932
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$149K
|
+$2.03K
|
4
|
0.02%
|
Increased
|
|
|
1933
|
Evelyn Partners Investment Management
London,
|
$148K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1934
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$147K
|
-$137K
|
4
|
0.01%
|
Reduced
|
|
|
1935
|
Tacita Capital
Toronto,
Ontario, Canada
|
$145K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1936
|
Evermay Wealth Management
Arlington,
Virginia
|
$145K
|
+$3.84K
|
3
|
0.02%
|
Increased
|
|
|
1937
|
Solstein Capital
Menlo Park,
California
|
$145K
|
-$8.12K
|
2
|
0.07%
|
Reduced
|
|
|
1938
|
Employees Retirement System of Texas
Austin,
Texas
|
$143K
|
-$4.74M
|
2
|
0%
|
Reduced
|
|
|
1939
|
Hilltop National Bank
Casper,
Wyoming
|
$143K
|
+$129K
|
4
|
0.04%
|
New
|
|
|
1940
|
Caxton Corporation
Princeton,
New Jersey
|
$140K
|
-$14.9K
|
2
|
1.42%
|
Reduced
|
|
|
1941
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$140K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1942
|
North Capital
Salt Lake City,
Utah
|
$134K
|
-$6.54K
|
1
|
0.12%
|
Reduced
|
|
|
1943
|
Resolute Advisors
San Francisco,
California
|
$133K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1944
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$133K
|
-$155K
|
2
|
0.1%
|
Reduced
|
|
|
1945
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$133K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1946
|
Dunhill Financial
London,
United Kingdom
|
$132K
|
+$64.4K
|
4
|
0.04%
|
Increased
|
|
|
1947
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$132K
|
-$12.5K
|
1
|
0.01%
|
Reduced
|
|
|
1948
|
Virtus ETF Advisers
New York
|
$132K
|
-$83.4K
|
1
|
0.08%
|
Reduced
|
|
|
1949
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$131K
|
-$2.46K
|
1
|
0.03%
|
Reduced
|
|
|
1950
|
PUREfi Wealth
Boston,
Massachusetts
|
$130K
|
+$59K
|
1
|
0.1%
|
Increased
|
|