|
1901
|
Capital Planning Advisors
Roseville,
California
|
$290K
|
+$265K
|
1
|
0.06%
|
New
|
|
|
1902
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$289K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1903
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$287K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1904
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$287K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1905
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$285K
|
-$11.4K
|
3
|
0.04%
|
Reduced
|
|
|
1906
|
The Family Firm
Bethesda,
Maryland
|
$285K
|
-$5.18K
|
1
|
0.08%
|
Reduced
|
|
|
1907
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$285K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1908
|
WrapManager Inc
Mill Valley,
California
|
$284K
|
+$33.9K
|
1
|
0.07%
|
Increased
|
|
|
1909
|
Kelly Financial Services
Braintree,
Massachusetts
|
$283K
|
$0
|
4
|
0.16%
|
Maintained
|
|
|
1910
|
Goelzer Investment Management
Carmel,
Indiana
|
$283K
|
-$124K
|
1
|
0.02%
|
Reduced
|
|
|
1911
|
Oakworth Capital
Birmingham,
Alabama
|
$283K
|
-$329K
|
4
|
0.03%
|
Reduced
|
|
|
1912
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$280K
|
-$41K
|
1
|
0.03%
|
Reduced
|
|
|
1913
|
Summit Financial Group
Moorefield,
West Virginia
|
$280K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1914
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$279K
|
-$274
|
1
|
0.01%
|
Reduced
|
|
|
1915
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$279K
|
+$6.86K
|
1
|
0.14%
|
Increased
|
|
|
1916
|
|
$279K
|
+$6.6K
|
1
|
0%
|
Increased
|
|
|
1917
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$279K
|
+$4.46K
|
1
|
0.06%
|
Increased
|
|
|
1918
|
Verity & Verity
Beaufort,
South Carolina
|
$279K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1919
|
Old North State Trust
Greensboro,
North Carolina
|
$275K
|
-$201K
|
3
|
0.21%
|
Reduced
|
|
|
1920
|
McRae Capital Management
Morristown,
New Jersey
|
$274K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1921
|
Plancorp LLC
Saint Louis,
Missouri
|
$274K
|
+$684
|
1
|
0.02%
|
Increased
|
|
|
1922
|
WFA of San Diego
San Diego,
California
|
$274K
|
-$12K
|
1
|
0.21%
|
Reduced
|
|
|
1923
|
Edgestream Partners
Princeton,
New Jersey
|
$273K
|
-$3.18M
|
1
|
0.02%
|
Reduced
|
|
|
1924
|
One Capital Management
Westlake Village,
California
|
$273K
|
+$283K
|
1
|
0.02%
|
New
|
|
|
1925
|
22NW LP
Seattle,
Washington
|
$272K
|
+$312K
|
1
|
0.07%
|
New
|
|