|
1851
|
EP Wealth Advisors
Torrance,
California
|
$249K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1852
|
Stockman Wealth Management
Billings,
Montana
|
$249K
|
-$60.3K
|
1
|
0.2%
|
Reduced
|
|
|
1853
|
Capital Advantage
Walnut Creek,
California
|
$248K
|
+$1.55K
|
1
|
0.08%
|
Increased
|
|
|
1854
|
Avidian Wealth Enterprises
Houston,
Texas
|
$246K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1855
|
Bank Pictet & Cie (Asia)
Singapore
|
$245K
|
+$259K
|
1
|
0.14%
|
New
|
|
|
1856
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$245K
|
+$232K
|
5
|
0.01%
|
Increased
|
|
|
1857
|
New York Life Trust
New York
|
$244K
|
-$63K
|
2
|
1.05%
|
Reduced
|
|
|
1858
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$242K
|
+$261K
|
1
|
0.04%
|
New
|
|
|
1859
|
Sterneck Capital Management
Kansas City,
Missouri
|
$242K
|
-$258K
|
1
|
0.15%
|
Reduced
|
|
|
1860
|
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
$238K
|
-$7.4M
|
1
|
0.03%
|
Reduced
|
|
|
1861
|
Diligent Investors
Redlands,
California
|
$237K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1862
|
Keating Investment Counselors
Delray Beach,
Florida
|
$237K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1863
|
Sapphire Star Partners
Redmond,
Washington
|
$237K
|
+$250K
|
1
|
0.31%
|
New
|
|
|
1864
|
Thomasville National Bank
Thomasville,
Georgia
|
$237K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1865
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$236K
|
+$249K
|
1
|
0.15%
|
New
|
|
|
1866
|
Koshinski Asset Management
Decatur,
Illinois
|
$236K
|
-$34.3K
|
1
|
0.17%
|
Reduced
|
|
|
1867
|
D'Orazio & Associates
Falls Church,
Virginia
|
$235K
|
-$4.75K
|
5
|
0.11%
|
Reduced
|
|
|
1868
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$235K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1869
|
ACG Wealth
Atlanta,
Georgia
|
$234K
|
-$12.9K
|
1
|
0.05%
|
Reduced
|
|
|
1870
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$234K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1871
|
Dynamic Capital Management
St. Helier,
Jersey
|
$234K
|
-$260K
|
1
|
0.11%
|
Reduced
|
|
|
1872
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$234K
|
+$245K
|
1
|
0.17%
|
New
|
|
|
1873
|
McDaniel Terry & Co
Austin,
Texas
|
$233K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1874
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$232K
|
-$27.1K
|
1
|
0.09%
|
Reduced
|
|
|
1875
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$231K
|
+$243K
|
4
|
0.11%
|
New
|
|