|
1901
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$543K
|
+$572K
|
2
|
0.18%
|
New
|
|
|
1902
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$541K
|
$0
|
1
|
0.56%
|
Maintained
|
|
|
1903
|
Garde Capital
Seattle,
Washington
|
$539K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1904
|
Check Capital Management
Costa Mesa,
California
|
$536K
|
-$208K
|
1
|
0.05%
|
Reduced
|
|
|
1905
|
Hartline Investment Corp
Winnetka,
Illinois
|
$535K
|
-$18K
|
1
|
0.18%
|
Reduced
|
|
|
1906
|
WBH Advisory
Baltimore,
Maryland
|
$535K
|
-$31.5K
|
1
|
0.21%
|
Reduced
|
|
|
1907
|
Bourne Lent Asset Management
Pawling,
New York
|
$530K
|
-$49K
|
1
|
0.42%
|
Reduced
|
|
|
1908
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$528K
|
+$556K
|
2
|
0.5%
|
New
|
|
|
1909
|
Lipe & Dalton
Syracuse,
New York
|
$524K
|
-$13.5K
|
1
|
0.38%
|
Reduced
|
|
|
1910
|
Bison Wealth
Atlanta,
Georgia
|
$520K
|
+$2.26K
|
1
|
0.3%
|
Increased
|
|
|
1911
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$517K
|
-$10.6K
|
1
|
0.33%
|
Reduced
|
|
|
1912
|
Perkins Capital Management
Wayzata,
Minnesota
|
$516K
|
+$468K
|
1
|
0.45%
|
New
|
|
|
1913
|
Simmons First Trust
Pine Bluff,
Arkansas
|
$515K
|
-$42.7K
|
2
|
0.13%
|
Reduced
|
|
|
1914
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$513K
|
-$6.3K
|
2
|
0.52%
|
Reduced
|
|
|
1915
|
CAZ Investments
Houston,
Texas
|
$512K
|
-$37.5K
|
1
|
0.27%
|
Reduced
|
|
|
1916
|
Atlas Brown
Louisville,
Kentucky
|
$507K
|
-$49.5K
|
1
|
0.2%
|
Reduced
|
|
|
1917
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$505K
|
+$28.7K
|
4
|
0.37%
|
Increased
|
|
|
1918
|
Diligent Investors
Redlands,
California
|
$503K
|
$0
|
2
|
0.53%
|
Maintained
|
|
|
1919
|
RiverFront Investment Group
Richmond,
Virginia
|
$502K
|
+$18.1K
|
2
|
0.01%
|
Increased
|
|
|
1920
|
Montecito Bank & Trust
Santa Barbara,
California
|
$501K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1921
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$498K
|
+$78K
|
1
|
0.01%
|
Increased
|
|
|
1922
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$497K
|
-$10.4K
|
1
|
0.58%
|
Reduced
|
|
|
1923
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$495K
|
+$4.51K
|
1
|
0.41%
|
Increased
|
|
|
1924
|
|
$490K
|
-$169K
|
1
|
0.3%
|
Reduced
|
|
|
1925
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$489K
|
$0
|
1
|
0.42%
|
Maintained
|
|