|
1876
|
Tarbox Family Office
Newport Beach,
California
|
$38K
|
-$784K
|
10
|
0.01%
|
Reduced
|
|
|
1877
|
Bray Capital Advisors
Naples,
Florida
|
$37K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1878
|
Destiny Wealth Partners
Tavares,
Florida
|
$37K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1879
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$36.5K
|
-$276K
|
2
|
0.02%
|
Reduced
|
|
|
1880
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$36K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1881
|
Cambridge Trust
Cambridge,
Massachusetts
|
$36K
|
-$132K
|
3
|
0%
|
Reduced
|
|
|
1882
|
Crewe Advisors
Salt Lake City,
Utah
|
$36K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1883
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$36K
|
+$1.79K
|
2
|
0.03%
|
Increased
|
|
|
1884
|
United Community Bank
Greenville,
South Carolina
|
$35.9K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1885
|
|
$35.7K
|
+$42.3K
|
2
|
0.01%
|
New
|
|
|
1886
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$35K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1887
|
Affiance Financial
St. Louis Park,
Minnesota
|
$35K
|
+$15.8K
|
1
|
0.02%
|
Increased
|
|
|
1888
|
Capital Impact Advisors
Boston,
Massachusetts
|
$35K
|
+$40.5K
|
1
|
0.03%
|
New
|
|
|
1889
|
Simon Quick Advisors
Morristown,
New Jersey
|
$35K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1890
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$34K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1891
|
MV Capital Management
Bethesda,
Maryland
|
$34K
|
-$10.9K
|
4
|
0.01%
|
Reduced
|
|
|
1892
|
City State Bank
Norwalk,
Iowa
|
$32K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1893
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$32K
|
-$52.2K
|
8
|
0.06%
|
Reduced
|
|
|
1894
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$32K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1895
|
Burleson & Co
Petaluma,
California
|
$31K
|
+$631
|
2
|
0.01%
|
Increased
|
|
|
1896
|
Surevest
Los Angeles,
California
|
$31K
|
-$24K
|
3
|
0.01%
|
Reduced
|
|
|
1897
|
Cedar Wealth Management
Walnut Creek,
California
|
$30K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1898
|
Cordant Inc
Portland,
Oregon
|
$30K
|
+$36.5K
|
16
|
0.02%
|
New
|
|
|
1899
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$30K
|
+$35K
|
1
|
0.02%
|
New
|
|
|
1900
|
Pacific Center for Financial Services
San Ramon,
California
|
$30K
|
$0
|
1
|
0.01%
|
Maintained
|
|