|
1901
|
Bruderman Asset Management
Locust Valley,
New York
|
$230K
|
+$232K
|
1
|
0.06%
|
New
|
|
|
1902
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$229K
|
-$210K
|
1
|
0.08%
|
Reduced
|
|
|
1903
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$228K
|
+$20.5K
|
1
|
0.07%
|
Increased
|
|
|
1904
|
SNS Financial Group
Minneapolis,
Minnesota
|
$228K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1905
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$227K
|
-$142
|
3
|
0.09%
|
Reduced
|
|
|
1906
|
Kaizen Financial Strategies
Campbell,
California
|
$227K
|
-$471K
|
1
|
0.22%
|
Reduced
|
|
|
1907
|
Campbell Wealth Management
Alexandria,
Virginia
|
$226K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1908
|
SimplyRich
Carlsbad,
California
|
$226K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1909
|
Matrix Private Capital Group
New York
|
$225K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1910
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$224K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1911
|
CFM Wealth Partners
Austin,
Texas
|
$223K
|
-$232K
|
1
|
0.07%
|
Reduced
|
|
|
1912
|
TrinityPoint Wealth
Milford,
Connecticut
|
$223K
|
+$210K
|
1
|
0.05%
|
New
|
|
|
1913
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$222K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1914
|
Laidlaw Wealth Management
New York City,
New York
|
$222K
|
-$62K
|
1
|
0.08%
|
Reduced
|
|
|
1915
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$222K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1916
|
Exos Asset Management
New York
|
$221K
|
+$235K
|
1
|
0.17%
|
New
|
|
|
1917
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$221K
|
-$4.9K
|
6
|
0.04%
|
Reduced
|
|
|
1918
|
Palladium Partners
Norfolk,
Virginia
|
$221K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1919
|
Brandes Investment Partners
La Jolla,
California
|
$219K
|
-$2.08M
|
2
|
0.01%
|
Reduced
|
|
|
1920
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$219K
|
-$450K
|
1
|
0.03%
|
Reduced
|
|
|
1921
|
Rockbridge Investment Management
Syracuse,
New York
|
$219K
|
+$10.6K
|
4
|
0.04%
|
Increased
|
|
|
1922
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$218K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1923
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$218K
|
+$211K
|
1
|
0.7%
|
New
|
|
|
1924
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$218K
|
-$24.5K
|
1
|
0.04%
|
Reduced
|
|
|
1925
|
Ballast Inc
Lexington,
Kentucky
|
$217K
|
$0
|
1
|
0.1%
|
Maintained
|
|