|
1926
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$84K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1927
|
NuWave Investment Management
Parsippany,
New Jersey
|
$80K
|
-$377K
|
2
|
0.13%
|
Reduced
|
|
|
1928
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$80K
|
+$88.3K
|
3
|
0.06%
|
New
|
|
|
1929
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$80K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1930
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$78K
|
+$45.2K
|
3
|
0.06%
|
Increased
|
|
|
1931
|
Nelson Capital Management
Menlo Park,
California
|
$77K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1932
|
Tortoise Investment Management
White Plains,
New York
|
$77K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1933
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$77K
|
-$35K
|
1
|
0.06%
|
Reduced
|
|
|
1934
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$76K
|
+$72.6K
|
2
|
0.01%
|
New
|
|
|
1935
|
Virtue Capital Management
Brentwood,
Tennessee
|
$76K
|
+$29.7K
|
4
|
0.04%
|
Increased
|
|
|
1936
|
Kemnay Advisory Services
New York
|
$75K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1937
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$75K
|
+$7.98K
|
2
|
0.04%
|
Increased
|
|
|
1938
|
Asset Dedication LLC
San Francisco,
California
|
$72K
|
+$32.2K
|
3
|
0.04%
|
Increased
|
|
|
1939
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$72K
|
+$65K
|
2
|
0.07%
|
Increased
|
|
|
1940
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$72K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1941
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$70K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1942
|
Winthrop Partners - WNY
Buffalo,
New York
|
$69.1K
|
+$66.1K
|
2
|
0.05%
|
New
|
|
|
1943
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$69K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1944
|
RWA Wealth Partners
Newton,
Massachusetts
|
$68K
|
+$69.5K
|
2
|
0.01%
|
New
|
|
|
1945
|
Pathstone Family Office
Englewood,
New Jersey
|
$64K
|
+$63.1K
|
5
|
0.04%
|
New
|
|
|
1946
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$63K
|
+$901
|
4
|
0.02%
|
Increased
|
|
|
1947
|
Private Ocean
San Rafael,
California
|
$62K
|
+$17.4K
|
4
|
0.03%
|
Increased
|
|
|
1948
|
Silvant Capital Management
Atlanta,
Georgia
|
$62K
|
+$59.7K
|
2
|
0.01%
|
New
|
|
|
1949
|
Clal Insurance
Tel-Aviv,
Israel
|
$59K
|
+$60.6K
|
1
|
0%
|
New
|
|
|
1950
|
Malaga Cove Capital
Pv Estates,
California
|
$59K
|
+$62.4K
|
1
|
0.03%
|
New
|
|