|
2901
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.17M
|
+$196K
|
2
|
0.19%
|
Increased
|
|
|
2902
|
Clearstead Trust
Portland,
Maine
|
$1.17M
|
+$1.16M
|
3
|
1.05%
|
New
|
|
|
2903
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.16M
|
-$57.8K
|
1
|
0.37%
|
Reduced
|
|
|
2904
|
VNBTrust National Association
Charlottesville,
Virginia
|
$1.15M
|
-$140K
|
2
|
0.64%
|
Reduced
|
|
|
2905
|
AllSquare Wealth Management
Albany,
New York
|
$1.15M
|
+$157K
|
7
|
1.06%
|
Increased
|
|
|
2906
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.15M
|
+$25.3K
|
2
|
0.5%
|
Increased
|
|
|
2907
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$1.15M
|
-$7K
|
2
|
0.35%
|
Reduced
|
|
|
2908
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$1.14M
|
-$5.33K
|
2
|
0.6%
|
Reduced
|
|
|
2909
|
Karpus Investment Management
Pittsford,
New York
|
$1.14M
|
+$14K
|
1
|
0.07%
|
Increased
|
|
|
2910
|
Athena Global Investors
Reston,
Virginia
|
$1.14M
|
$0
|
1
|
2.78%
|
Maintained
|
|
|
2911
|
Infrastructure Capital Advisors
New York
|
$1.14M
|
+$1.19M
|
1
|
0.38%
|
New
|
|
|
2912
|
|
$1.13M
|
$0
|
1
|
5.02%
|
Maintained
|
|
|
2913
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$1.12M
|
$0
|
2
|
1%
|
Maintained
|
|
|
2914
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.12M
|
-$5.31M
|
3
|
0.39%
|
Reduced
|
|
|
2915
|
The Family Firm
Bethesda,
Maryland
|
$1.12M
|
+$3.97K
|
1
|
0.53%
|
Increased
|
|
|
2916
|
Allen Operations
New York
|
$1.12M
|
-$219K
|
1
|
1.18%
|
Reduced
|
|
|
2917
|
Well Done LLC
Holland,
Michigan
|
$1.11M
|
+$35.9K
|
1
|
0.42%
|
Increased
|
|
|
2918
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.1M
|
+$1.11M
|
2
|
0.58%
|
New
|
|
|
2919
|
Vista Capital Partners
Portland,
Oregon
|
$1.1M
|
+$238K
|
3
|
0.3%
|
Increased
|
|
|
2920
|
Investment Partners
New Philadelphia,
Ohio
|
$1.1M
|
-$3.85M
|
2
|
1.08%
|
Reduced
|
|
|
2921
|
Lehman Financial Resources
Media,
Pennsylvania
|
$1.1M
|
+$440K
|
1
|
0.63%
|
Increased
|
|
|
2922
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$1.1M
|
+$219K
|
2
|
0.36%
|
Increased
|
|
|
2923
|
Meritage Group
San Francisco,
California
|
$1.1M
|
+$1.18M
|
1
|
0.03%
|
New
|
|
|
2924
|
Lenox Wealth Advisors
New York
|
$1.1M
|
-$1.18M
|
3
|
0.35%
|
Reduced
|
|
|
2925
|
Old West Investment Management
Los Angeles,
California
|
$1.09M
|
-$701K
|
2
|
0.67%
|
Reduced
|
|