|
1876
|
Lucia Wealth Services
San Diego,
California
|
$92K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1877
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$92K
|
-$13.9K
|
3
|
0.06%
|
Reduced
|
|
|
1878
|
Moser Wealth Advisors
Bellevue,
Washington
|
$90K
|
-$26K
|
2
|
0.07%
|
Reduced
|
|
|
1879
|
Successful Portfolios
Clearwater,
Florida
|
$90K
|
+$3.51K
|
1
|
0.07%
|
Increased
|
|
|
1880
|
Firestone Capital Management
Coral Gables,
Florida
|
$89K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1881
|
Arax Advisory Partners
Denver,
Colorado
|
$88K
|
-$148K
|
3
|
0.01%
|
Reduced
|
|
|
1882
|
Howe & Rusling
Rochester,
New York
|
$88K
|
-$8.14K
|
6
|
0.02%
|
Reduced
|
|
|
1883
|
Old North State Trust
Greensboro,
North Carolina
|
$87K
|
+$84.8K
|
2
|
0.06%
|
New
|
|
|
1884
|
|
$86K
|
-$307K
|
1
|
0.01%
|
Reduced
|
|
|
1885
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$85K
|
+$9.84K
|
2
|
0.03%
|
Increased
|
|
|
1886
|
Tarbox Family Office
Newport Beach,
California
|
$83K
|
+$1.21K
|
14
|
0.02%
|
Increased
|
|
|
1887
|
Cordasco Financial Network
Naples,
Florida
|
$82K
|
-$24.4K
|
4
|
0.07%
|
Reduced
|
|
|
1888
|
Quantum Capital Management (California)
San Francisco,
California
|
$81K
|
-$70.7K
|
3
|
0.09%
|
Reduced
|
|
|
1889
|
Covington Capital Management
Los Angeles,
California
|
$76K
|
-$28.2K
|
4
|
0%
|
Reduced
|
|
|
1890
|
Grace Capital
Quincy,
Massachusetts
|
$75K
|
+$72.4K
|
1
|
0.06%
|
New
|
|
|
1891
|
Column Capital Advisors
Indianapolis,
Indiana
|
$74K
|
-$20.4K
|
4
|
0.02%
|
Reduced
|
|
|
1892
|
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
$73K
|
-$329K
|
1
|
0.05%
|
Reduced
|
|
|
1893
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$72K
|
+$132K
|
1
|
0.03%
|
New
|
|
|
1894
|
HC Financial Advisors
Lafayette,
California
|
$72K
|
+$467
|
4
|
0.05%
|
Increased
|
|
|
1895
|
Tradewinds Capital Management
Bellingham,
Washington
|
$71K
|
-$769
|
4
|
0.02%
|
Reduced
|
|
|
1896
|
D'Orazio & Associates
Falls Church,
Virginia
|
$70K
|
+$40
|
4
|
0.03%
|
Increased
|
|
|
1897
|
Reilly Financial Advisors
La Mesa,
California
|
$70K
|
-$52K
|
7
|
0.01%
|
Reduced
|
|
|
1898
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$68K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1899
|
IMA Advisory Services
Denver,
Colorado
|
$68K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1900
|
Disciplined Investments
Tulsa,
Oklahoma
|
$64K
|
-$235
|
2
|
0.05%
|
Reduced
|
|