|
1901
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$210K
|
+$229K
|
1
|
0.26%
|
New
|
|
|
1902
|
PDS Planning
Dublin,
Ohio
|
$210K
|
+$209K
|
1
|
0.21%
|
New
|
|
|
1903
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$210K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1904
|
Cambridge Advisors
Omaha,
Nebraska
|
$209K
|
+$215K
|
1
|
0.08%
|
New
|
|
|
1905
|
WMS Partners
Towson,
Maryland
|
$209K
|
+$2.55K
|
1
|
0.02%
|
Increased
|
|
|
1906
|
FAS Wealth Partners
Leawood,
Kansas
|
$208K
|
+$2.04K
|
1
|
0.05%
|
Increased
|
|
|
1907
|
FC Advisory
West Chester,
Pennsylvania
|
$208K
|
+$208K
|
1
|
0.13%
|
New
|
|
|
1908
|
SFMG Wealth Advisors
Plano,
Texas
|
$208K
|
-$41.7K
|
1
|
0.03%
|
Reduced
|
|
|
1909
|
D'Orazio & Associates
Falls Church,
Virginia
|
$207K
|
-$43.8K
|
4
|
0.07%
|
Reduced
|
|
|
1910
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$206K
|
-$50.7K
|
1
|
0.02%
|
Reduced
|
|
|
1911
|
Perigon Wealth Management
San Francisco,
California
|
$206K
|
-$366K
|
5
|
0.08%
|
Reduced
|
|
|
1912
|
Clear Perspective Advisors
Aurora,
Illinois
|
$205K
|
-$33.1K
|
4
|
0.16%
|
Reduced
|
|
|
1913
|
Signet Financial Management
Parsippany,
New Jersey
|
$205K
|
+$205K
|
1
|
0.04%
|
New
|
|
|
1914
|
Meridian Investment Counsel
Lafayette,
California
|
$204K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1915
|
Brave Asset Management
Summit,
New Jersey
|
$203K
|
+$203K
|
1
|
0.11%
|
New
|
|
|
1916
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$203K
|
-$5.14K
|
1
|
0.04%
|
Reduced
|
|
|
1917
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$202K
|
+$197K
|
1
|
0.04%
|
New
|
|
|
1918
|
SVA Wealth Management
Madison,
Wisconsin
|
$202K
|
-$117K
|
1
|
0.02%
|
Reduced
|
|
|
1919
|
Tarbox Family Office
Newport Beach,
California
|
$202K
|
+$59.3K
|
7
|
0.08%
|
Increased
|
|
|
1920
|
Community Financial Services Group
Newport,
Vermont
|
$201K
|
+$194K
|
1
|
0.08%
|
New
|
|
|
1921
|
Abacus Planning Group
Columbia,
South Carolina
|
$200K
|
+$212K
|
1
|
0.2%
|
New
|
|
|
1922
|
RWA Wealth Partners
Newton,
Massachusetts
|
$200K
|
+$200K
|
1
|
0.02%
|
New
|
|
|
1923
|
Winfield Associates
Cleveland,
Ohio
|
$197K
|
+$4.28K
|
4
|
0.1%
|
Increased
|
|
|
1924
|
Proficio Capital Partners
Newton,
Massachusetts
|
$188K
|
+$6.57K
|
10
|
0.06%
|
Increased
|
|
|
1925
|
Balentine LLC
Atlanta,
Georgia
|
$187K
|
-$5.32K
|
4
|
0.01%
|
Reduced
|
|