|
1926
|
Barrett & Company
Providence,
Rhode Island
|
$511K
|
+$912
|
1
|
0.24%
|
Increased
|
|
|
1927
|
Close Asset Management
London,
United Kingdom
|
$511K
|
+$24.2K
|
2
|
0.02%
|
Increased
|
|
|
1928
|
Lakeside Advisors
Seattle,
Washington
|
$511K
|
+$23.7K
|
1
|
0.33%
|
Increased
|
|
|
1929
|
G&S Capital
Denver,
Colorado
|
$510K
|
-$893K
|
1
|
0.23%
|
Reduced
|
|
|
1930
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$510K
|
+$487K
|
1
|
0.25%
|
New
|
|
|
1931
|
Spirit of America Management Corp
Syosset,
New York
|
$509K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1932
|
Breakwater Capital Group
Paramus,
New Jersey
|
$508K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1933
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$508K
|
-$7.12K
|
1
|
0.04%
|
Reduced
|
|
|
1934
|
Windsor Capital Management
Phoenix,
Arizona
|
$506K
|
-$4.74K
|
1
|
0.16%
|
Reduced
|
|
|
1935
|
BIP Wealth
Atlanta,
Georgia
|
$505K
|
-$68.4K
|
1
|
0.04%
|
Reduced
|
|
|
1936
|
Autumn Glory Partners
Dallas,
Texas
|
$504K
|
-$105K
|
1
|
0.25%
|
Reduced
|
|
|
1937
|
Magnolia Capital Management
Cold Spring,
New York
|
$504K
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
1938
|
TriaGen Wealth Management
Calabasas,
California
|
$502K
|
-$9.12K
|
1
|
0.21%
|
Reduced
|
|
|
1939
|
Hamilton Capital
Columbus,
Ohio
|
$501K
|
+$124K
|
1
|
0.04%
|
Increased
|
|
|
1940
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$501K
|
+$17.7K
|
1
|
0.03%
|
Increased
|
|
|
1941
|
Sand Hill Global Advisors
Palo Alto,
California
|
$501K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1942
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$500K
|
+$9.12K
|
1
|
0.06%
|
Increased
|
|
|
1943
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$500K
|
-$25.5K
|
1
|
0.11%
|
Reduced
|
|
|
1944
|
Israel Discount Bank of New York
New York
|
$499K
|
-$280K
|
1
|
0.62%
|
Reduced
|
|
|
1945
|
Salomon & Ludwin
Richmond,
Virginia
|
$499K
|
+$76.8K
|
1
|
0.04%
|
Increased
|
|
|
1946
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$497K
|
+$26.5K
|
1
|
0.18%
|
Increased
|
|
|
1947
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$496K
|
-$4.74K
|
1
|
0.39%
|
Reduced
|
|
|
1948
|
626 Financial
Portage,
Michigan
|
$494K
|
+$16.4K
|
1
|
0.3%
|
Increased
|
|
|
1949
|
Doheny Asset Management
Los Angeles,
California
|
$494K
|
-$94.5K
|
1
|
0.41%
|
Reduced
|
|
|
1950
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$494K
|
+$123K
|
1
|
0.08%
|
Increased
|
|
