|
1926
|
KHP Capital
Tulsa,
Oklahoma
|
$137K
|
+$150K
|
1
|
0.1%
|
New
|
|
|
1927
|
Cowen Prime Advisors
New York
|
$135K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1928
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$134K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1929
|
Private Ocean
San Rafael,
California
|
$129K
|
+$68.5K
|
3
|
0.06%
|
Increased
|
|
|
1930
|
Opera Trading Capital
Paris,
France
|
$125K
|
+$122K
|
2
|
0.01%
|
New
|
|
|
1931
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$125K
|
+$126K
|
4
|
0.01%
|
New
|
|
|
1932
|
Portfolio Solutions
Royal Oak,
Michigan
|
$125K
|
-$40.2K
|
2
|
0.02%
|
Reduced
|
|
|
1933
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$122K
|
+$907
|
3
|
0.06%
|
Increased
|
|
|
1934
|
Westside Investment Management
Santa Monica,
California
|
$122K
|
-$12.4K
|
5
|
0.07%
|
Reduced
|
|
|
1935
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$119K
|
-$1K
|
3
|
0.03%
|
Reduced
|
|
|
1936
|
Tradewinds Capital Management
Bellingham,
Washington
|
$118K
|
-$12.1K
|
4
|
0.05%
|
Reduced
|
|
|
1937
|
Vigilant Capital Management
Portland,
Maine
|
$118K
|
-$295
|
2
|
0.02%
|
Reduced
|
|
|
1938
|
Founders Capital Management (Texas)
Houston,
Texas
|
$114K
|
-$51.1K
|
2
|
0.1%
|
Reduced
|
|
|
1939
|
Acropolis Investment Management
St. Louis,
Missouri
|
$111K
|
-$13K
|
1
|
0.02%
|
Reduced
|
|
|
1940
|
Baystate Wealth Management
Boston,
Massachusetts
|
$111K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1941
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$108K
|
+$108K
|
2
|
0.08%
|
New
|
|
|
1942
|
Wilen Investment Management
Bonita Springs,
Florida
|
$108K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1943
|
Emancipation Management
New York
|
$106K
|
+$10.1K
|
1
|
0.19%
|
Increased
|
|
|
1944
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$105K
|
+$101K
|
1
|
0.06%
|
New
|
|
|
1945
|
Gryphon Financial Partners
Columbus,
Ohio
|
$102K
|
-$10.8K
|
9
|
0.05%
|
Reduced
|
|
|
1946
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$102K
|
-$6.07M
|
7
|
0.91%
|
Reduced
|
|
|
1947
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$101K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1948
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$100K
|
-$51.1K
|
5
|
0.03%
|
Reduced
|
|
|
1949
|
Well Done LLC
Holland,
Michigan
|
$100K
|
+$99.6K
|
1
|
0.03%
|
New
|
|
|
1950
|
MHI Funds
Woodstock,
New York
|
$99K
|
$0
|
1
|
0.09%
|
Maintained
|
|