|
1901
|
Grassi Investment Management
Santa Clara,
California
|
$91K
|
-$74.1K
|
1
|
0.01%
|
Reduced
|
|
|
1902
|
Arax Advisory Partners
Denver,
Colorado
|
$90K
|
+$54K
|
4
|
0.02%
|
Increased
|
|
|
1903
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$90K
|
-$48.4K
|
2
|
0.08%
|
Reduced
|
|
|
1904
|
INVST
Indianapolis,
Indiana
|
$90K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1905
|
Tranquility Partners
Brentwood,
Tennessee
|
$90K
|
+$3.88K
|
1
|
0.08%
|
Increased
|
|
|
1906
|
Gemmer Asset Management
Walnut Creek,
California
|
$89K
|
-$5.23K
|
5
|
0.02%
|
Reduced
|
|
|
1907
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$89K
|
+$40.2K
|
1
|
0.04%
|
Increased
|
|
|
1908
|
Knuff & Co
Foster City,
California
|
$89K
|
+$93.8K
|
1
|
0.05%
|
New
|
|
|
1909
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$88K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1910
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$87K
|
+$91.2K
|
1
|
0.05%
|
New
|
|
|
1911
|
Insight Wealth Partners
Plano,
Texas
|
$87K
|
+$90.1K
|
1
|
0.09%
|
New
|
|
|
1912
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$87K
|
+$6.28K
|
1
|
0.02%
|
Increased
|
|
|
1913
|
Arcus Capital Partners
Atlanta,
Georgia
|
$86K
|
+$5.19K
|
1
|
0.02%
|
Increased
|
|
|
1914
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$85K
|
-$11.1K
|
1
|
0.05%
|
Reduced
|
|
|
1915
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$84K
|
+$97.4K
|
1
|
0.05%
|
New
|
|
|
1916
|
Brookstone Capital Management
Wheaton,
Illinois
|
$83K
|
+$86.8K
|
1
|
0.01%
|
New
|
|
|
1917
|
Delta Asset Management
Memphis,
Tennessee
|
$83K
|
-$5.47K
|
5
|
0.01%
|
Reduced
|
|
|
1918
|
Aspire Private Capital
Cornelius,
North Carolina
|
$82K
|
+$4.73K
|
1
|
0.04%
|
Increased
|
|
|
1919
|
Neo Ivy Capital Management
New York
|
$82K
|
+$86K
|
1
|
0.09%
|
New
|
|
|
1920
|
Beam Wealth Advisors
Covington,
Louisiana
|
$81K
|
+$97.9K
|
1
|
0.08%
|
New
|
|
|
1921
|
Creative Financial Designs
Kokomo,
Indiana
|
$81K
|
+$80.9K
|
7
|
0.02%
|
New
|
|
|
1922
|
First Western Capital Management
Los Angeles,
California
|
$81K
|
$0
|
1
|
1.83%
|
Maintained
|
|
|
1923
|
Janiczek Wealth Management
Denver,
Colorado
|
$81K
|
+$27.8K
|
3
|
0.05%
|
Increased
|
|
|
1924
|
Toth Financial Advisory
Leesburg,
Virginia
|
$81K
|
-$13.1K
|
3
|
0.02%
|
Reduced
|
|
|
1925
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$79K
|
$0
|
1
|
0.03%
|
Maintained
|
|