|
1926
|
West Coast Financial
Santa Barbara,
California
|
$231K
|
+$217K
|
1
|
0.04%
|
New
|
|
|
1927
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$230K
|
-$19K
|
1
|
0.07%
|
Reduced
|
|
|
1928
|
Evoke Wealth
Los Angeles,
California
|
$229K
|
-$12.1K
|
1
|
0.01%
|
Reduced
|
|
|
1929
|
Farmers Trust Company
Youngstown,
Ohio
|
$229K
|
+$216K
|
1
|
0.05%
|
New
|
|
|
1930
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$229K
|
-$49.1K
|
1
|
0.01%
|
Reduced
|
|
|
1931
|
Rollins Financial
Atlanta,
Georgia
|
$228K
|
-$42.8K
|
1
|
0.1%
|
Reduced
|
|
|
1932
|
Sovereign Financial Group
Stamford,
Connecticut
|
$228K
|
+$214K
|
1
|
0.14%
|
New
|
|
|
1933
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$227K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1934
|
CX Institutional
Auburn,
Indiana
|
$227K
|
+$27.3K
|
1
|
0.02%
|
Increased
|
|
|
1935
|
Salem Capital Management
Woburn,
Massachusetts
|
$227K
|
+$12.4K
|
1
|
0.14%
|
Increased
|
|
|
1936
|
Gateway Advisory
Westfield,
New Jersey
|
$226K
|
+$213K
|
1
|
0.06%
|
New
|
|
|
1937
|
Pacifica Partners
Surrey,
Canada
|
$226K
|
+$209K
|
1
|
0.19%
|
New
|
|
|
1938
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$226K
|
-$12.6K
|
1
|
0.18%
|
Reduced
|
|
|
1939
|
Stableford Capital II
Scottsdale,
Arizona
|
$225K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1940
|
Vista Capital Partners
Portland,
Oregon
|
$225K
|
+$1.08K
|
1
|
0.03%
|
Increased
|
|
|
1941
|
Halpern Financial
Ashburn,
Virginia
|
$224K
|
+$6.94K
|
1
|
0.11%
|
Increased
|
|
|
1942
|
Lazard Frères Gestion
Paris,
France
|
$224K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1943
|
Tempus Wealth Planning
Irvine,
California
|
$224K
|
+$4.91K
|
1
|
0.24%
|
Increased
|
|
|
1944
|
Vivid Financial Management
Orcutt,
California
|
$224K
|
+$1.92K
|
1
|
0.1%
|
Increased
|
|
|
1945
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$223K
|
+$2.75K
|
1
|
0.24%
|
Increased
|
|
|
1946
|
One Plus One Wealth Management
Jupiter,
Florida
|
$223K
|
+$209K
|
1
|
0.17%
|
New
|
|
|
1947
|
TFG Advisers
Auburn Hills,
Michigan
|
$223K
|
+$6.94K
|
1
|
0.12%
|
Increased
|
|
|
1948
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$222K
|
+$206K
|
1
|
0.19%
|
New
|
|
|
1949
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$221K
|
-$5.27K
|
1
|
0.02%
|
Reduced
|
|
|
1950
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$220K
|
+$207K
|
1
|
0.06%
|
New
|
|