|
1926
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$54K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1927
|
Trutina Financial
Bellevue,
Washington
|
$40K
|
+$40.3K
|
1
|
0.04%
|
New
|
|
|
1928
|
Piershale Financial Group
Barrington,
Illinois
|
$36K
|
+$254
|
2
|
0.03%
|
Increased
|
|
|
1929
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$29K
|
-$2.9M
|
1
|
0.01%
|
Reduced
|
|
|
1930
|
Tortoise Investment Management
White Plains,
New York
|
$28K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1931
|
Wealthcare Capital Management
Richmond,
Virginia
|
$27K
|
+$169
|
1
|
0%
|
Increased
|
|
|
1932
|
Lenox Wealth Advisors
New York
|
$25K
|
-$3.99K
|
4
|
0.02%
|
Reduced
|
|
|
1933
|
Financial Management Professionals
Austin,
Texas
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1934
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$21K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1935
|
FCM Investments
Dallas,
Texas
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1936
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$19K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1937
|
Pear Tree Advisors
Lincoln,
Massachusetts
|
$18K
|
+$14.4K
|
1
|
0.02%
|
New
|
|
|
1938
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$17K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1939
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$17K
|
-$5.19M
|
1
|
0%
|
Reduced
|
|
|
1940
|
TD Capital Management
Memphis,
Tennessee
|
$17K
|
+$68
|
1
|
0%
|
Increased
|
|
|
1941
|
|
$16.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1942
|
Efficient Market Advisors
San Diego,
California
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1943
|
Zions Trust National Association
Salt Lake City,
Utah
|
$15K
|
+$14.8K
|
1
|
0.02%
|
New
|
|
|
1944
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$13K
|
+$327
|
1
|
0.01%
|
Increased
|
|
|
1945
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$11K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
1946
|
Macroview Investment Management
Bethesda,
Maryland
|
$11K
|
+$11.4K
|
1
|
0.02%
|
New
|
|
|
1947
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1948
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$8K
|
-$2.06M
|
1
|
0%
|
Reduced
|
|
|
1949
|
First Washington Corp
Seattle,
Washington
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1950
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|