|
1851
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$242K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1852
|
Heritage Investment Group
Pompano Beach,
Florida
|
$242K
|
+$226K
|
1
|
0.19%
|
New
|
|
|
1853
|
Opal Wealth Advisors
Jericho,
New York
|
$241K
|
-$18.7K
|
1
|
0.15%
|
Reduced
|
|
|
1854
|
PDS Planning
Dublin,
Ohio
|
$240K
|
-$75.8K
|
2
|
0.05%
|
Reduced
|
|
|
1855
|
Wealth Architects
Mountain View,
California
|
$240K
|
+$218K
|
1
|
0.04%
|
New
|
|
|
1856
|
|
$239K
|
-$1.64K
|
2
|
0.08%
|
Reduced
|
|
|
1857
|
MJP Associates
Farmington,
Connecticut
|
$239K
|
+$222K
|
1
|
0.07%
|
New
|
|
|
1858
|
Todd Asset Management
Louisville,
Kentucky
|
$239K
|
+$233K
|
1
|
0.01%
|
New
|
|
|
1859
|
Curi Wealth Management
Raleigh,
North Carolina
|
$237K
|
+$222K
|
4
|
0.04%
|
New
|
|
|
1860
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$236K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
1861
|
Astoria Portfolio Advisors
New York
|
$235K
|
+$230K
|
1
|
0.19%
|
New
|
|
|
1862
|
Hilltop Holdings
Dallas,
Texas
|
$235K
|
-$302K
|
1
|
0.02%
|
Reduced
|
|
|
1863
|
King Wealth Management Group
Naples,
Florida
|
$235K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1864
|
Connectus Wealth
Cincinnati,
Ohio
|
$234K
|
+$218K
|
1
|
0.01%
|
New
|
|
|
1865
|
EPG Wealth Management
Atlanta,
Georgia
|
$234K
|
+$212K
|
1
|
0.08%
|
New
|
|
|
1866
|
Liberty Wealth Management
Oakland,
California
|
$234K
|
-$291K
|
0
|
–
|
Closed
|
|
|
1867
|
Meritage Group
San Francisco,
California
|
$234K
|
+$232K
|
1
|
0%
|
New
|
|
|
1868
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$234K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1869
|
Truvestments Capital
Sarasota,
Florida
|
$234K
|
+$2.4K
|
5
|
0.12%
|
Increased
|
|
|
1870
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$233K
|
-$12.5K
|
1
|
0.1%
|
Reduced
|
|
|
1871
|
Monetary Management Group
St Louis,
Missouri
|
$232K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1872
|
Soltis Investment Advisors
St. George,
Utah
|
$232K
|
+$211K
|
1
|
0.03%
|
New
|
|
|
1873
|
Busey Bank
Urbana,
Illinois
|
$231K
|
+$2.46K
|
1
|
0.01%
|
Increased
|
|
|
1874
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$231K
|
$0
|
3
|
0.15%
|
Maintained
|
|
|
1875
|
|
$231K
|
+$226K
|
5
|
0.05%
|
New
|
|