|
1901
|
Mount Vernon Associates
Baltimore,
Maryland
|
$205K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1902
|
Brighton Jones LLC
Seattle,
Washington
|
$203K
|
+$192K
|
1
|
0.01%
|
New
|
|
|
1903
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$203K
|
+$192K
|
1
|
0.08%
|
New
|
|
|
1904
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$203K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1905
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$202K
|
+$190K
|
1
|
0.07%
|
New
|
|
|
1906
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$201K
|
+$189K
|
1
|
0.03%
|
New
|
|
|
1907
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$201K
|
+$33.1K
|
8
|
0.03%
|
Increased
|
|
|
1908
|
GHP Investment Advisors
Denver,
Colorado
|
$201K
|
+$190K
|
1
|
0.02%
|
New
|
|
|
1909
|
Hardy Reed
Tupelo,
Mississippi
|
$200K
|
+$182K
|
1
|
0.04%
|
New
|
|
|
1910
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$200K
|
-$5.77K
|
5
|
0.12%
|
Reduced
|
|
|
1911
|
Delta Investment Management
San Francisco,
California
|
$199K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1912
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$197K
|
+$175K
|
1
|
0.08%
|
New
|
|
|
1913
|
Financial Management Professionals
Austin,
Texas
|
$196K
|
-$5.03K
|
5
|
0.05%
|
Reduced
|
|
|
1914
|
Rockbridge Investment Management
Syracuse,
New York
|
$196K
|
-$2.91K
|
4
|
0.04%
|
Reduced
|
|
|
1915
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$194K
|
+$1.25K
|
3
|
0.1%
|
Increased
|
|
|
1916
|
McMillion Capital Management
Greensboro,
North Carolina
|
$194K
|
+$6.76K
|
4
|
0.12%
|
Increased
|
|
|
1917
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$194K
|
+$196K
|
1
|
0.18%
|
New
|
|
|
1918
|
Curi Wealth Management
Raleigh,
North Carolina
|
$190K
|
+$181K
|
4
|
0.14%
|
New
|
|
|
1919
|
Sterling Financial Planning
Sparta,
New Jersey
|
$190K
|
+$178K
|
2
|
0.15%
|
New
|
|
|
1920
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$189K
|
-$6.67K
|
6
|
0.06%
|
Reduced
|
|
|
1921
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$188K
|
+$180K
|
4
|
0.19%
|
New
|
|
|
1922
|
Focused Wealth Management
Newburgh,
New York
|
$187K
|
-$6.53K
|
6
|
0.04%
|
Reduced
|
|
|
1923
|
West Paces Advisors
Atlanta,
Georgia
|
$185K
|
-$2.54K
|
3
|
0.08%
|
Reduced
|
|
|
1924
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$183K
|
+$168K
|
1
|
0.08%
|
New
|
|
|
1925
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$181K
|
+$171K
|
6
|
0.17%
|
New
|
|