|
1901
|
Sterling Financial Group
Pasadena,
California
|
$204K
|
+$187K
|
1
|
0.1%
|
New
|
|
|
1902
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$204K
|
+$186K
|
1
|
0.04%
|
New
|
|
|
1903
|
Tradition Wealth Management
Edina,
Minnesota
|
$204K
|
+$27K
|
1
|
0.02%
|
Increased
|
|
|
1904
|
Perkins Coie Trust Company
Seattle,
Washington
|
$203K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1905
|
Nadler Financial Group
Deerfield,
Illinois
|
$202K
|
+$185K
|
1
|
0.03%
|
New
|
|
|
1906
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$202K
|
+$165K
|
1
|
0.06%
|
New
|
|
|
1907
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$202K
|
+$184K
|
1
|
0.11%
|
New
|
|
|
1908
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$202K
|
+$184K
|
1
|
0.08%
|
New
|
|
|
1909
|
|
$202K
|
+$184K
|
1
|
0.07%
|
New
|
|
|
1910
|
17 Capital Partners
Pheonix,
Arizona
|
$202K
|
+$184K
|
1
|
0.15%
|
New
|
|
|
1911
|
Westmount Partners
Los Angeles,
California
|
$201K
|
+$184K
|
1
|
0.07%
|
New
|
|
|
1912
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$201K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1913
|
Innealta Capital
Austin,
Texas
|
$201K
|
+$198K
|
1
|
0.09%
|
New
|
|
|
1914
|
LJI Wealth Management
Indianapolis,
Indiana
|
$201K
|
+$183K
|
1
|
0.05%
|
New
|
|
|
1915
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$200K
|
+$183K
|
1
|
0.04%
|
New
|
|
|
1916
|
Cardiff Park Advisors
Carlsbad,
California
|
$200K
|
+$183K
|
1
|
0.02%
|
New
|
|
|
1917
|
Inscription Capital
Houston,
Texas
|
$198K
|
+$177K
|
1
|
0.03%
|
New
|
|
|
1918
|
Goldstream Capital Management
Central,
Hong Kong
|
$196K
|
+$179K
|
1
|
0.11%
|
New
|
|
|
1919
|
Colonial Trust
Spartanburg,
South Carolina
|
$194K
|
-$1.12K
|
1
|
0.04%
|
Reduced
|
|
|
1920
|
EntryPoint Capital
New York
|
$190K
|
-$182K
|
4
|
0.17%
|
Reduced
|
|
|
1921
|
Elevation Wealth Partners
Santa Rosa,
California
|
$188K
|
-$127K
|
2
|
0.09%
|
Reduced
|
|
|
1922
|
Bogart Wealth LLC
Mclean,
Virginia
|
$187K
|
+$77.4K
|
2
|
0.01%
|
Increased
|
|
|
1923
|
Stiles Financial Services
Edina,
Minnesota
|
$184K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1924
|
Tompkins Financial
Ithaca,
New York
|
$184K
|
+$12.4K
|
1
|
0.02%
|
Increased
|
|
|
1925
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$180K
|
+$164K
|
1
|
0.02%
|
New
|
|