|
1026
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$132K
|
+$3.55K
|
3
|
0.04%
|
Increased
|
|
|
1027
|
Ceeto Capital Group
Coral Gables,
Florida
|
$129K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1028
|
American Research & Management Company
Marion,
Massachusetts
|
$125K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1029
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$125K
|
-$23.6K
|
4
|
0.03%
|
Reduced
|
|
|
1030
|
CNB Bank
Clearfield,
Pennsylvania
|
$124K
|
+$17.3K
|
3
|
0.09%
|
Increased
|
|
|
1031
|
Oakworth Capital
Birmingham,
Alabama
|
$122K
|
+$3K
|
2
|
0.02%
|
Increased
|
|
|
1032
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$121K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1033
|
AssetMark Inc
Concord,
California
|
$119K
|
+$50.6K
|
3
|
0%
|
Increased
|
|
|
1034
|
Avior Wealth Management
Omaha,
Nebraska
|
$111K
|
+$5.03K
|
2
|
0.01%
|
Increased
|
|
|
1035
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$110K
|
-$15.1K
|
1
|
0.07%
|
Reduced
|
|
|
1036
|
Kintegral Advisory
New York
|
$109K
|
+$100K
|
1
|
0.01%
|
New
|
|
|
1037
|
Estabrook Capital Management
New York
|
$109K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1038
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$107K
|
-$3.88K
|
3
|
0.01%
|
Reduced
|
|
|
1039
|
Elm Advisors
Burlingame,
California
|
$105K
|
+$96K
|
1
|
0.06%
|
New
|
|
|
1040
|
Creative Financial Designs
Kokomo,
Indiana
|
$101K
|
-$36.2K
|
3
|
0.02%
|
Reduced
|
|
|
1041
|
Fortem Financial Group
Palm Desert,
California
|
$101K
|
+$93.4K
|
1
|
0.06%
|
New
|
|
|
1042
|
Versant Capital Management
Phoenix,
Arizona
|
$101K
|
+$58.1K
|
2
|
0.04%
|
Increased
|
|
|
1043
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$100K
|
+$60.3K
|
2
|
0%
|
Increased
|
|
|
1044
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$99K
|
+$21.5K
|
3
|
0.02%
|
Increased
|
|
|
1045
|
Hartford Financial Management
Hartford,
Connecticut
|
$99K
|
-$3.41K
|
1
|
0.03%
|
Reduced
|
|
|
1046
|
Center for Financial Planning
Southfied,
Michigan
|
$97K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1047
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$95K
|
+$56.5K
|
1
|
0%
|
Increased
|
|
|
1048
|
Pathstone Family Office
Englewood,
New Jersey
|
$94K
|
+$17.4K
|
3
|
0%
|
Increased
|
|
|
1049
|
|
$91K
|
+$6.72K
|
2
|
0%
|
Increased
|
|
|
1050
|
Security National Trust
Wheeling,
West Virginia
|
$90K
|
+$9.42K
|
1
|
0.02%
|
Increased
|
|