|
1926
|
Certuity
North Palm Beach,
Florida
|
$4.57M
|
-$102K
|
10
|
0.23%
|
Reduced
|
|
|
1927
|
Trust Asset Management
Houston,
Texas
|
$4.56M
|
-$87.7K
|
4
|
0.28%
|
Reduced
|
|
|
1928
|
International Assets Investment Management
Orlando,
Florida
|
$4.56M
|
-$200K
|
24
|
0.27%
|
Reduced
|
|
|
1929
|
|
$4.54M
|
+$21.8K
|
1
|
1.96%
|
Increased
|
|
|
1930
|
NKCFO LLC
Geneva,
Illinois
|
$4.54M
|
+$3.26M
|
5
|
1.38%
|
Increased
|
|
|
1931
|
Clarkston Capital Partners
Rochester,
Michigan
|
$4.52M
|
-$688K
|
2
|
0.38%
|
Reduced
|
|
|
1932
|
Umpqua Bank
Lake Oswego,
Oregon
|
$4.51M
|
+$466K
|
2
|
1.01%
|
Increased
|
|
|
1933
|
Perkins Coie Trust Company
Seattle,
Washington
|
$4.51M
|
-$58.6K
|
3
|
0.75%
|
Reduced
|
|
|
1934
|
HCR Wealth Advisors
Los Angeles,
California
|
$4.5M
|
+$4.8K
|
2
|
0.4%
|
Increased
|
|
|
1935
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4.5M
|
+$3.81M
|
9
|
0.16%
|
Increased
|
|
|
1936
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$4.49M
|
-$701K
|
3
|
0.12%
|
Reduced
|
|
|
1937
|
Jamison Private Wealth Management
Milton,
Georgia
|
$4.49M
|
-$538
|
2
|
0.45%
|
Reduced
|
|
|
1938
|
First National Advisers
Omaha,
Nebraska
|
$4.49M
|
+$580K
|
2
|
0.63%
|
Increased
|
|
|
1939
|
Alerus Financial
Grand Forks,
North Dakota
|
$4.49M
|
-$514K
|
6
|
0.2%
|
Reduced
|
|
|
1940
|
Cigna Investments
Bloomfield,
Connecticut
|
$4.49M
|
+$176K
|
6
|
0.58%
|
Increased
|
|
|
1941
|
72 Investment Holdings
Stamford,
Connecticut
|
$4.48M
|
$0
|
2
|
8.97%
|
Maintained
|
|
|
1942
|
GTS Securities
Miami,
Florida
|
$4.48M
|
-$3.68M
|
11
|
0.09%
|
Reduced
|
|
|
1943
|
Insigneo Advisory Services
Miami,
Florida
|
$4.47M
|
+$860K
|
10
|
0.17%
|
Increased
|
|
|
1944
|
BOCHK Asset Management
Hong Kong
|
$4.46M
|
+$4.27M
|
1
|
0.7%
|
New
|
|
|
1945
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$4.46M
|
-$744K
|
2
|
1.54%
|
Reduced
|
|
|
1946
|
Omega Fund Management
Boston,
Massachusetts
|
$4.46M
|
$0
|
2
|
2.4%
|
Maintained
|
|
|
1947
|
CM Management
Gulf Breeze,
Florida
|
$4.45M
|
-$2.28M
|
4
|
2.83%
|
Reduced
|
|
|
1948
|
Pegasus Asset Management
Montebello,
New York
|
$4.45M
|
+$160K
|
1
|
1.27%
|
Increased
|
|
|
1949
|
Jackson Square Capital
San Francisco,
California
|
$4.45M
|
-$566K
|
3
|
0.62%
|
Reduced
|
|
|
1950
|
Shah Wealth Advisors
Chino Hills,
California
|
$4.45M
|
+$4.29M
|
2
|
1.03%
|
New
|
|