|
1926
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$147K
|
+$149K
|
1
|
0.13%
|
New
|
|
|
1927
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$145K
|
-$1.17K
|
1
|
0.03%
|
Reduced
|
|
|
1928
|
Weaver Consulting Group
Huntington Beach,
California
|
$145K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1929
|
|
$144K
|
-$20.3K
|
1
|
0.07%
|
Reduced
|
|
|
1930
|
Vestor Capital
Chicago,
Illinois
|
$141K
|
-$4.81K
|
1
|
0.02%
|
Reduced
|
|
|
1931
|
Founders Capital Management (Texas)
Houston,
Texas
|
$138K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1932
|
Howard Wealth Management
Madison,
Connecticut
|
$137K
|
+$140K
|
1
|
0.11%
|
New
|
|
|
1933
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$136K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1934
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$134K
|
-$16.5K
|
1
|
0.09%
|
Reduced
|
|
|
1935
|
Jackson Square Capital
San Francisco,
California
|
$134K
|
+$136K
|
1
|
0.08%
|
New
|
|
|
1936
|
Selective Wealth Management
Forest,
Virginia
|
$133K
|
-$2.6K
|
1
|
0.16%
|
Reduced
|
|
|
1937
|
CKW Financial Group
Honolulu,
Hawaii
|
$131K
|
+$520
|
1
|
0.02%
|
Increased
|
|
|
1938
|
Hendershot Investments
Centreville,
Virginia
|
$129K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1939
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$129K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1940
|
Pathstone Family Office
Englewood,
New Jersey
|
$128K
|
-$21.4K
|
1
|
0.01%
|
Reduced
|
|
|
1941
|
New Potomac Partners
Bethesda,
Maryland
|
$127K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1942
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$124K
|
-$47.6K
|
1
|
0.07%
|
Reduced
|
|
|
1943
|
Versant Capital Management
Phoenix,
Arizona
|
$122K
|
+$650
|
1
|
0.06%
|
Increased
|
|
|
1944
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$121K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1945
|
Balentine LLC
Atlanta,
Georgia
|
$119K
|
+$93.8K
|
1
|
0.01%
|
Increased
|
|
|
1946
|
Larson Financial Group
St Louis,
Missouri
|
$115K
|
-$36.8K
|
1
|
0.07%
|
Reduced
|
|
|
1947
|
Cribstone Capital Management
Augusta,
Maine
|
$114K
|
-$143K
|
1
|
0.1%
|
Reduced
|
|
|
1948
|
Blume Capital Management
Berkeley,
California
|
$112K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1949
|
Marshall Wace North America
New York
|
$111K
|
+$113K
|
1
|
0%
|
New
|
|
|
1950
|
Private Ocean
San Rafael,
California
|
$110K
|
-$148K
|
1
|
0.03%
|
Reduced
|
|