|
1926
|
CCG Wealth Management
San Diego,
California
|
$251K
|
-$47.1K
|
1
|
0.24%
|
Reduced
|
|
|
1927
|
Empirical Wealth Management
Seattle,
Washington
|
$251K
|
+$240K
|
1
|
0.02%
|
New
|
|
|
1928
|
Grassi Investment Management
Santa Clara,
California
|
$251K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1929
|
Intrua Financial
Houston,
Texas
|
$251K
|
-$3.39K
|
1
|
0.12%
|
Reduced
|
|
|
1930
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$250K
|
+$3.39K
|
1
|
0.16%
|
Increased
|
|
|
1931
|
Financial Insights
Tacoma,
Washington
|
$249K
|
+$138K
|
1
|
0.21%
|
Increased
|
|
|
1932
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$249K
|
+$238K
|
1
|
0.07%
|
New
|
|
|
1933
|
Kanawha Capital Management
Richmond,
Virginia
|
$248K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1934
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$248K
|
-$122K
|
1
|
0.06%
|
Reduced
|
|
|
1935
|
MCF Advisors
Covington,
Kentucky
|
$248K
|
+$45.8K
|
1
|
0.03%
|
Increased
|
|
|
1936
|
Claro Advisors
Boston,
Massachusetts
|
$246K
|
-$7.91K
|
1
|
0.16%
|
Reduced
|
|
|
1937
|
Deltec Asset Management
New York
|
$246K
|
+$235K
|
1
|
0.04%
|
New
|
|
|
1938
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$246K
|
+$235K
|
1
|
0.09%
|
New
|
|
|
1939
|
Highlander Capital Management
Short Hills,
New Jersey
|
$246K
|
+$47.1K
|
1
|
0.15%
|
Increased
|
|
|
1940
|
Karpas Strategies
Litchfield,
Connecticut
|
$246K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1941
|
Peninsula Wealth
San Francisco,
California
|
$246K
|
-$1.88K
|
1
|
0.11%
|
Reduced
|
|
|
1942
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$246K
|
-$9.42K
|
1
|
0.07%
|
Reduced
|
|
|
1943
|
Farr Miller & Washington
Washington,
District of Columbia
|
$245K
|
-$18.8K
|
1
|
0.02%
|
Reduced
|
|
|
1944
|
Madrona Financial Services
Everett,
Washington
|
$245K
|
+$234K
|
1
|
0.15%
|
New
|
|
|
1945
|
Ford Financial Group
Fresno,
California
|
$244K
|
+$234K
|
1
|
0.13%
|
New
|
|
|
1946
|
Principal Street Partners
Memphis,
Tennessee
|
$244K
|
+$234K
|
1
|
0.09%
|
New
|
|
|
1947
|
Formuepleje A/S
Aarhus C,
Denmark
|
$242K
|
-$71.9K
|
1
|
0.01%
|
Reduced
|
|
|
1948
|
Central Bank & Trust
Lexington,
Kentucky
|
$241K
|
-$141K
|
1
|
0.05%
|
Reduced
|
|
|
1949
|
United Asset Strategies
Garden City,
New York
|
$241K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1950
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$240K
|
+$229K
|
1
|
0.15%
|
New
|
|