|
1926
|
Northwest Wealth Management
Spencer,
Iowa
|
$135K
|
-$37K
|
2
|
0.1%
|
Reduced
|
|
|
1927
|
Israel Discount Bank of New York
New York
|
$131K
|
-$61.5K
|
6
|
0.09%
|
Reduced
|
|
|
1928
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$131K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1929
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$130K
|
-$51.9K
|
5
|
0.02%
|
Reduced
|
|
|
1930
|
Tradewinds Capital Management
Bellingham,
Washington
|
$124K
|
+$1.13K
|
5
|
0.05%
|
Increased
|
|
|
1931
|
Horan Securities
Cincinnati,
United States
|
$121K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1932
|
TLP Group
Evanston,
Illinois
|
$121K
|
+$37.3K
|
4
|
0.19%
|
Increased
|
|
|
1933
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$119K
|
-$59.8K
|
3
|
0.08%
|
Reduced
|
|
|
1934
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$119K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1935
|
AllSquare Wealth Management
Albany,
New York
|
$117K
|
-$4.61K
|
4
|
0.09%
|
Reduced
|
|
|
1936
|
Baystate Wealth Management
Boston,
Massachusetts
|
$117K
|
+$830
|
4
|
0.02%
|
Increased
|
|
|
1937
|
Emancipation Management
New York
|
$117K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1938
|
Westside Investment Management
Santa Monica,
California
|
$116K
|
-$9.14K
|
4
|
0.04%
|
Reduced
|
|
|
1939
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$112K
|
+$138
|
4
|
0.07%
|
Increased
|
|
|
1940
|
Whitney & Co
Rochester,
New York
|
$111K
|
-$13.1K
|
4
|
0.03%
|
Reduced
|
|
|
1941
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$110K
|
+$111K
|
2
|
0%
|
Increased
|
|
|
1942
|
Wilen Investment Management
Bonita Springs,
Florida
|
$108K
|
-$3.66K
|
1
|
0.07%
|
Reduced
|
|
|
1943
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$107K
|
+$102K
|
1
|
0.05%
|
New
|
|
|
1944
|
Fortis Advisors
Wayne,
Pennsylvania
|
$105K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1945
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$98K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1946
|
Wealthcare Capital Management
Richmond,
Virginia
|
$98K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1947
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$97K
|
+$4.94K
|
4
|
0.03%
|
Increased
|
|
|
1948
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$95K
|
-$273K
|
1
|
0.01%
|
Reduced
|
|
|
1949
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$95K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1950
|
Balentine LLC
Atlanta,
Georgia
|
$89K
|
+$46.8K
|
6
|
0.01%
|
Increased
|
|