|
1926
|
FCG Advisors
Chatham,
New Jersey
|
$230K
|
+$72
|
1
|
0.08%
|
Increased
|
|
|
1927
|
Northwest Wealth Management
Spencer,
Iowa
|
$230K
|
+$3.45K
|
5
|
0.17%
|
Increased
|
|
|
1928
|
West Coast Financial
Santa Barbara,
California
|
$230K
|
+$214K
|
1
|
0.05%
|
New
|
|
|
1929
|
Brookstone Capital Management
Wheaton,
Illinois
|
$229K
|
+$213K
|
1
|
0.02%
|
New
|
|
|
1930
|
CNB Bank
Clearfield,
Pennsylvania
|
$229K
|
-$10.8K
|
2
|
0.13%
|
Reduced
|
|
|
1931
|
Karpus Investment Management
Pittsford,
New York
|
$228K
|
-$5.79K
|
1
|
0.01%
|
Reduced
|
|
|
1932
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$228K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1933
|
Paulson Wealth Management
Wheaton,
Illinois
|
$228K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1934
|
Mizuho Securities USA
New York
|
$227K
|
-$3.14M
|
1
|
0.02%
|
Reduced
|
|
|
1935
|
Apriem Advisors
Irvine,
California
|
$226K
|
-$127K
|
1
|
0.05%
|
Reduced
|
|
|
1936
|
|
$226K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1937
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$225K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1938
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$224K
|
+$413
|
2
|
0.15%
|
Increased
|
|
|
1939
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$224K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1940
|
Henshaw Capital
Woburn,
Massachusetts
|
$223K
|
+$1.34K
|
1
|
0.02%
|
Increased
|
|
|
1941
|
Bayesian Capital Management
Brooklyn,
New York
|
$223K
|
-$1M
|
1
|
0.04%
|
Reduced
|
|
|
1942
|
Epstein & White Financial
San Diego,
California
|
$223K
|
-$216K
|
1
|
0.15%
|
Reduced
|
|
|
1943
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$220K
|
+$2.08K
|
1
|
0.05%
|
Increased
|
|
|
1944
|
Summit Securities Group
New York
|
$218K
|
-$1.98M
|
1
|
0.08%
|
Reduced
|
|
|
1945
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$217K
|
+$266
|
1
|
0.08%
|
Increased
|
|
|
1946
|
Concentric Wealth Management
Lafayette,
California
|
$217K
|
+$202K
|
1
|
0.15%
|
New
|
|
|
1947
|
Darrell & King
Charlottesville,
Virginia
|
$217K
|
+$202K
|
1
|
0.03%
|
New
|
|
|
1948
|
Gemmer Asset Management
Walnut Creek,
California
|
$217K
|
+$9.19K
|
5
|
0.07%
|
Increased
|
|
|
1949
|
Professional Advisory Services
Vero Beach,
Florida
|
$217K
|
+$202K
|
1
|
0.04%
|
New
|
|
|
1950
|
Townsend & Associates
Westminster,
Colorado
|
$217K
|
+$23.4K
|
1
|
0.21%
|
Increased
|
|