|
1926
|
Financial Network Wealth Management
Draper,
Utah
|
$454K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1927
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$454K
|
-$65.3K
|
1
|
0.07%
|
Reduced
|
|
|
1928
|
Torray Investment Partners
Bethesda,
Maryland
|
$452K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1929
|
Siemens Fonds Invest
Munich,
Germany
|
$451K
|
+$7.56K
|
1
|
0.02%
|
Increased
|
|
|
1930
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$451K
|
+$7.5K
|
1
|
0.01%
|
Increased
|
|
|
1931
|
Regal Investment Advisors
Kentwood,
Michigan
|
$450K
|
+$340K
|
2
|
0.02%
|
Increased
|
|
|
1932
|
Safeguard Investment Advisory Group
Corona,
California
|
$449K
|
+$8.9K
|
1
|
0.1%
|
Increased
|
|
|
1933
|
E.S. Barr & Co
Lexington,
Kentucky
|
$446K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1934
|
Royal Fund Management
Lady Lake,
Florida
|
$446K
|
-$1.4M
|
1
|
0.04%
|
Reduced
|
|
|
1935
|
Alteri Wealth
Westlake Village,
California
|
$446K
|
+$28.1K
|
2
|
0.12%
|
Increased
|
|
|
1936
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$445K
|
-$222K
|
1
|
0.09%
|
Reduced
|
|
|
1937
|
KPP Advisory Services
Louisville,
Kentucky
|
$443K
|
+$485K
|
1
|
0.06%
|
New
|
|
|
1938
|
Summit Global Investments
Bountiful,
Utah
|
$443K
|
+$1.91K
|
1
|
0.02%
|
Increased
|
|
|
1939
|
Tradewinds LLC
Raleigh,
North Carolina
|
$443K
|
+$1.05M
|
1
|
0.1%
|
Increased
|
|
|
1940
|
|
$442K
|
+$242K
|
1
|
0.06%
|
Increased
|
|
|
1941
|
Elyxium Wealth
San Mateo,
California
|
$441K
|
+$490K
|
2
|
0.05%
|
New
|
|
|
1942
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$439K
|
-$2.88K
|
1
|
0.11%
|
Reduced
|
|
|
1943
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$439K
|
+$497K
|
1
|
0.38%
|
New
|
|
|
1944
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$438K
|
-$146K
|
1
|
0.19%
|
Reduced
|
|
|
1945
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$437K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1946
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$435K
|
+$1.15K
|
1
|
0.25%
|
Increased
|
|
|
1947
|
Colonial River Investments
Midlothian,
Virginia
|
$434K
|
-$341K
|
1
|
0.12%
|
Reduced
|
|
|
1948
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$434K
|
+$234K
|
2
|
0.04%
|
Increased
|
|
|
1949
|
FNY Investment Advisers
New York
|
$434K
|
+$300K
|
7
|
0.16%
|
Increased
|
|
|
1950
|
Members Trust
Tampa,
Florida
|
$434K
|
$0
|
1
|
0.01%
|
Maintained
|
|