|
1926
|
Montecito Bank & Trust
Santa Barbara,
California
|
$240K
|
+$218K
|
1
|
0.06%
|
New
|
|
|
1927
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$240K
|
+$30
|
1
|
0.03%
|
Increased
|
|
|
1928
|
Peak Financial Advisors
Denver,
Colorado
|
$240K
|
+$14K
|
1
|
0.22%
|
Increased
|
|
|
1929
|
Inspire Advisors
Meridian,
Idaho
|
$239K
|
+$198K
|
2
|
0.06%
|
Increased
|
|
|
1930
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$236K
|
+$9.82K
|
10
|
0.06%
|
Increased
|
|
|
1931
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$236K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1932
|
TrinityPoint Wealth
Milford,
Connecticut
|
$236K
|
-$46.5K
|
1
|
0.05%
|
Reduced
|
|
|
1933
|
Evoke Wealth
Los Angeles,
California
|
$235K
|
-$351K
|
1
|
0.01%
|
Reduced
|
|
|
1934
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$235K
|
+$7.88K
|
1
|
0.08%
|
Increased
|
|
|
1935
|
Opal Wealth Advisors
Jericho,
New York
|
$235K
|
-$4.59K
|
1
|
0.13%
|
Reduced
|
|
|
1936
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$234K
|
-$18.9K
|
1
|
0.01%
|
Reduced
|
|
|
1937
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$233K
|
+$239K
|
1
|
0.07%
|
New
|
|
|
1938
|
West Oak Capital
Westlake Village,
California
|
$233K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1939
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$233K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1940
|
Aspiriant LLC
Los Angeles,
California
|
$233K
|
+$212K
|
1
|
0.01%
|
New
|
|
|
1941
|
MONECO Advisors
Fairfield,
Connecticut
|
$232K
|
+$1.87K
|
1
|
0.08%
|
Increased
|
|
|
1942
|
|
$231K
|
-$381K
|
1
|
0.5%
|
Reduced
|
|
|
1943
|
E Fund Management
Guangzhou,
China
|
$230K
|
-$38.4K
|
1
|
0.02%
|
Reduced
|
|
|
1944
|
Gitterman Wealth Management
Edison,
New Jersey
|
$230K
|
+$236K
|
1
|
0.12%
|
New
|
|
|
1945
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$230K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1946
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$229K
|
+$225K
|
1
|
0.06%
|
New
|
|
|
1947
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$228K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1948
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$227K
|
+$232K
|
1
|
0.1%
|
New
|
|
|
1949
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$227K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
1950
|
Sanders Morris Harris
Houston,
Texas
|
$226K
|
$0
|
1
|
0.09%
|
Maintained
|
|