|
1901
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$257K
|
-$213K
|
1
|
0.02%
|
Reduced
|
|
|
1902
|
Petix & Botte Financial
La Mesa,
California
|
$256K
|
+$211K
|
1
|
0.2%
|
New
|
|
|
1903
|
Wealthquest
Cincinnati,
Ohio
|
$256K
|
+$212K
|
1
|
0.06%
|
New
|
|
|
1904
|
Newport Wealth Strategies
Irvine,
California
|
$255K
|
+$202K
|
1
|
0.19%
|
New
|
|
|
1905
|
J.W. Burns & Co
Dewitt,
New York
|
$254K
|
+$210K
|
1
|
0.05%
|
New
|
|
|
1906
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$254K
|
-$59.7K
|
1
|
0.27%
|
Reduced
|
|
|
1907
|
Cypress Capital Group
Palm Beach,
Florida
|
$253K
|
+$209K
|
1
|
0.04%
|
New
|
|
|
1908
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$253K
|
+$209K
|
1
|
0.1%
|
New
|
|
|
1909
|
Pasadena Private Wealth
Pasadena,
California
|
$253K
|
+$167K
|
1
|
0.1%
|
Increased
|
|
|
1910
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$253K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1911
|
WT Wealth Management
Scottsdale,
Arizona
|
$252K
|
+$228K
|
1
|
0.17%
|
New
|
|
|
1912
|
Executive Wealth Management
Brighton,
Michigan
|
$251K
|
+$208K
|
1
|
0.03%
|
New
|
|
|
1913
|
Leavell Investment Management
Mobile,
Alabama
|
$251K
|
+$207K
|
1
|
0.02%
|
New
|
|
|
1914
|
PDS Planning
Dublin,
Ohio
|
$251K
|
-$573K
|
1
|
0.1%
|
Reduced
|
|
|
1915
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$251K
|
+$207K
|
1
|
0.04%
|
New
|
|
|
1916
|
Steph & Co
Marinette,
Wisconsin
|
$251K
|
-$755
|
1
|
0.23%
|
Reduced
|
|
|
1917
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$250K
|
-$1.09M
|
4
|
0.09%
|
Reduced
|
|
|
1918
|
|
$249K
|
+$206K
|
1
|
0.04%
|
New
|
|
|
1919
|
Bank of the West
Monterey Park,
California
|
$249K
|
-$204K
|
1
|
0.03%
|
Reduced
|
|
|
1920
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$249K
|
+$206K
|
1
|
0.12%
|
New
|
|
|
1921
|
Private Trust Company
Cleveland,
Ohio
|
$249K
|
+$206K
|
1
|
0.05%
|
New
|
|
|
1922
|
Trust Company
Manhattan,
Kansas
|
$249K
|
+$8.86K
|
2
|
0.21%
|
Increased
|
|
|
1923
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$248K
|
-$2.7M
|
1
|
0.07%
|
Reduced
|
|
|
1924
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$247K
|
+$204K
|
1
|
0.06%
|
New
|
|
|
1925
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$247K
|
-$345K
|
1
|
0.07%
|
Reduced
|
|