|
1926
|
Heron Financial Group
New York
|
$284K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1927
|
|
$284K
|
-$14.4K
|
1
|
0.02%
|
Reduced
|
|
|
1928
|
Bank of Marin
Novato,
California
|
$283K
|
+$2.33K
|
1
|
0.21%
|
Increased
|
|
|
1929
|
Barber Financial Group
Lenexa,
Kansas
|
$280K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1930
|
Concentric Wealth Management
Lafayette,
California
|
$280K
|
-$8.07K
|
1
|
0.09%
|
Reduced
|
|
|
1931
|
Family Management
New York
|
$279K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1932
|
First Mercantile Trust
Cordova,
Tennessee
|
$279K
|
+$272K
|
1
|
0.03%
|
New
|
|
|
1933
|
Rock Point Advisors
Burlington,
Vermont
|
$279K
|
-$5.88K
|
1
|
0.08%
|
Reduced
|
|
|
1934
|
Spectrum Management Group
Indianapolis,
Indiana
|
$279K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1935
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$279K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1936
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$279K
|
-$45.8K
|
1
|
0.04%
|
Reduced
|
|
|
1937
|
WC Walker & Associates
Fullerton,
California
|
$279K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1938
|
Xcel Wealth Management
Holly Hill,
Florida
|
$279K
|
+$272K
|
1
|
0.08%
|
New
|
|
|
1939
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$278K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1940
|
Legacy Financial Advisors
Covington,
Kentucky
|
$277K
|
-$61.1K
|
1
|
0.07%
|
Reduced
|
|
|
1941
|
Townsend Asset Management
Raleigh,
North Carolina
|
$277K
|
-$9.98K
|
1
|
0.15%
|
Reduced
|
|
|
1942
|
Two Sigma Securities
New York
|
$277K
|
+$271K
|
1
|
0.01%
|
New
|
|
|
1943
|
Encompass Wealth Advisors
Portland,
Oregon
|
$276K
|
+$410
|
1
|
0.07%
|
Increased
|
|
|
1944
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$276K
|
-$4.65K
|
1
|
0.03%
|
Reduced
|
|
|
1945
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$276K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1946
|
Disciplined Investments
Tulsa,
Oklahoma
|
$275K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1947
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$274K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1948
|
Nadler Financial Group
Deerfield,
Illinois
|
$273K
|
-$3.69K
|
1
|
0.04%
|
Reduced
|
|
|
1949
|
Unigestion Holding
Geneva,
Switzerland
|
$273K
|
-$1.81M
|
1
|
0.01%
|
Reduced
|
|
|
1950
|
Castleview Partners
Dallas,
Texas
|
$272K
|
+$265K
|
1
|
0.12%
|
New
|
|