|
3026
|
Kelleher Financial Advisors
New York
|
$2.19M
|
+$1.05M
|
10
|
0.31%
|
Increased
|
|
|
3027
|
Wealth Effects
Boston,
Massachusetts
|
$2.19M
|
-$95.1K
|
1
|
0.59%
|
Reduced
|
|
|
3028
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$2.19M
|
-$403
|
1
|
1.25%
|
Reduced
|
|
|
3029
|
AGH Wealth Advisors
Wichita,
Kansas
|
$2.19M
|
+$83.8K
|
2
|
1.38%
|
Increased
|
|
|
3030
|
LECAP Asset Management
London,
United Kingdom
|
$2.19M
|
+$597K
|
4
|
0.94%
|
Increased
|
|
|
3031
|
Ravenswood Partners
Mclean,
Virginia
|
$2.19M
|
$0
|
1
|
0.7%
|
Maintained
|
|
|
3032
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$2.19M
|
+$75.8K
|
2
|
0.59%
|
Increased
|
|
|
3033
|
Community Bank of Raymore
Raymore,
Missouri
|
$2.19M
|
+$175K
|
1
|
1.29%
|
Increased
|
|
|
3034
|
Chico Wealth RIA
Chico,
California
|
$2.19M
|
+$89.1K
|
2
|
1.14%
|
Increased
|
|
|
3035
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$2.18M
|
+$2.05M
|
4
|
0.84%
|
New
|
|
|
3036
|
Heritage Family Offices
Scottsdale,
Arizona
|
$2.18M
|
-$272K
|
4
|
0.84%
|
Reduced
|
|
|
3037
|
Childress Capital Advisors
Houston,
Texas
|
$2.18M
|
-$186K
|
5
|
0.36%
|
Reduced
|
|
|
3038
|
Shufro Rose & Co
New York
|
$2.18M
|
-$71.9K
|
2
|
0.13%
|
Reduced
|
|
|
3039
|
|
$2.18M
|
+$96.7K
|
1
|
0.34%
|
Increased
|
|
|
3040
|
Cloud Capital Management
Seattle,
Washington
|
$2.18M
|
-$12.9K
|
4
|
0.79%
|
Reduced
|
|
|
3041
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.18M
|
+$202K
|
10
|
0.27%
|
Increased
|
|
|
3042
|
Friedenthal Financial
Marlton,
New Jersey
|
$2.17M
|
+$2.14M
|
4
|
1%
|
Increased
|
|
|
3043
|
Apella Capital
West Hartford,
Connecticut
|
$2.17M
|
+$710K
|
5
|
0.03%
|
Increased
|
|
|
3044
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$2.17M
|
-$594K
|
3
|
0.08%
|
Reduced
|
|
|
3045
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.16M
|
-$227K
|
5
|
0.04%
|
Reduced
|
|
|
3046
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$2.16M
|
+$7.09K
|
8
|
0.16%
|
Increased
|
|
|
3047
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$2.16M
|
-$60.5K
|
2
|
0.29%
|
Reduced
|
|
|
3048
|
Light Street Capital Management
Palo Alto,
California
|
$2.16M
|
+$5.71K
|
1
|
0.24%
|
Increased
|
|
|
3049
|
Illumine Investment Management
Poulsbo,
Washington
|
$2.15M
|
-$1.91M
|
0
|
–
|
Closed
|
|
|
3050
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$2.15M
|
+$49.2K
|
4
|
0.77%
|
Increased
|
|