|
1926
|
WealthSource Partners
San Luis Obispo,
California
|
$144K
|
+$150K
|
1
|
0.04%
|
New
|
|
|
1927
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$140K
|
+$15.3K
|
4
|
0.07%
|
Increased
|
|
|
1928
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$139K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1929
|
Cowen Prime Advisors
New York
|
$136K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1930
|
ETF Managers Group
Summit,
New Jersey
|
$135K
|
+$202K
|
2
|
0.01%
|
New
|
|
|
1931
|
Penserra Capital Management
Orinda,
California
|
$135K
|
+$43K
|
3
|
0.01%
|
Increased
|
|
|
1932
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$134K
|
+$130K
|
1
|
0.12%
|
New
|
|
|
1933
|
Private Ocean
San Rafael,
California
|
$134K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1934
|
Landaas & Company
Milwaukee,
Wisconsin
|
$129K
|
+$125K
|
5
|
0.1%
|
New
|
|
|
1935
|
Horan Securities
Cincinnati,
United States
|
$128K
|
+$41.1K
|
2
|
0.12%
|
Increased
|
|
|
1936
|
Westside Investment Management
Santa Monica,
California
|
$126K
|
-$1.29K
|
5
|
0.04%
|
Reduced
|
|
|
1937
|
AllSquare Wealth Management
Albany,
New York
|
$125K
|
+$58.2K
|
4
|
0.09%
|
Increased
|
|
|
1938
|
Whitney & Co
Rochester,
New York
|
$120K
|
-$3.56M
|
3
|
0.03%
|
Reduced
|
|
|
1939
|
Baystate Wealth Management
Boston,
Massachusetts
|
$119K
|
+$1.39K
|
4
|
0.02%
|
Increased
|
|
|
1940
|
MHI Funds
Woodstock,
New York
|
$119K
|
+$18.2K
|
1
|
0.1%
|
Increased
|
|
|
1941
|
Tradewinds Capital Management
Bellingham,
Washington
|
$119K
|
+$232
|
5
|
0.05%
|
Increased
|
|
|
1942
|
Wilen Investment Management
Bonita Springs,
Florida
|
$118K
|
-$5.45K
|
1
|
0.08%
|
Reduced
|
|
|
1943
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$116K
|
+$3.89K
|
4
|
0.08%
|
Increased
|
|
|
1944
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$106K
|
-$3.36K
|
1
|
0.02%
|
Reduced
|
|
|
1945
|
Emancipation Management
New York
|
$106K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1946
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$103K
|
$0
|
3
|
0.07%
|
Maintained
|
|
|
1947
|
Clearstead Trust
Portland,
Maine
|
$99K
|
-$207K
|
1
|
0.09%
|
Reduced
|
|
|
1948
|
West Paces Advisors
Atlanta,
Georgia
|
$97.8K
|
+$3.55K
|
5
|
0.07%
|
Increased
|
|
|
1949
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$96K
|
-$8K
|
4
|
0.03%
|
Reduced
|
|
|
1950
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$95K
|
$0
|
2
|
0.03%
|
Maintained
|
|