|
1951
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$303K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
1952
|
Lokken Investment Group
Lewes,
Delaware
|
$303K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1953
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$303K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1954
|
Abacus Wealth Partners
Santa Monica,
California
|
$302K
|
+$1.89K
|
1
|
0.16%
|
Increased
|
|
|
1955
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$302K
|
+$41.4K
|
1
|
0.1%
|
Increased
|
|
|
1956
|
Vista Capital Partners
Portland,
Oregon
|
$301K
|
+$287K
|
1
|
0.05%
|
New
|
|
|
1957
|
Bridgeworth
Birmingham,
Alabama
|
$299K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1958
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$299K
|
+$80.2K
|
1
|
0.07%
|
Increased
|
|
|
1959
|
Prudent Investors Network
Lake Forest,
California
|
$299K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1960
|
AllSquare Wealth Management
Albany,
New York
|
$298K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1961
|
Cutler Group
San Francisco,
California
|
$298K
|
-$305K
|
4
|
0.02%
|
Reduced
|
|
|
1962
|
Investment Advisory Group
Hanover,
Massachusetts
|
$298K
|
+$67.1K
|
1
|
0.2%
|
Increased
|
|
|
1963
|
S.C. Financial Services
Scottsdale,
Arizona
|
$298K
|
+$72.1K
|
1
|
0.46%
|
Increased
|
|
|
1964
|
Bayesian Capital Management
Brooklyn,
New York
|
$297K
|
-$3.64M
|
1
|
0.06%
|
Reduced
|
|
|
1965
|
Encompass Wealth Advisors
Portland,
Oregon
|
$297K
|
+$810
|
1
|
0.11%
|
Increased
|
|
|
1966
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$297K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1967
|
Insight 2811 Inc
Chicago,
Illinois
|
$297K
|
+$284K
|
1
|
0.19%
|
New
|
|
|
1968
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$297K
|
+$3.91K
|
1
|
0.16%
|
Increased
|
|
|
1969
|
W Advisors LLC
Germantown,
Tennessee
|
$297K
|
+$284K
|
1
|
0.26%
|
New
|
|
|
1970
|
Matthew Hamilton Rosenberg
|
$296K
|
+$16.6K
|
1
|
0.11%
|
Increased
|
|
|
1971
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$296K
|
+$283K
|
1
|
0.29%
|
New
|
|
|
1972
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$294K
|
+$405
|
1
|
0.26%
|
Increased
|
|
|
1973
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$294K
|
+$810
|
1
|
0.1%
|
Increased
|
|
|
1974
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$293K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1975
|
Marietta Wealth Management
Marietta,
Georgia
|
$293K
|
$0
|
1
|
0.07%
|
Maintained
|
|