|
1926
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$252K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1927
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$251K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1928
|
Atwater Malick
Lancaster,
Pennsylvania
|
$251K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1929
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$249K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1930
|
Humankind Investments
New York
|
$248K
|
-$7.02K
|
1
|
0.06%
|
Reduced
|
|
|
1931
|
Old Port Advisors
Portland,
Maine
|
$247K
|
+$9.76K
|
1
|
0.07%
|
Increased
|
|
|
1932
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$247K
|
+$253K
|
1
|
0.13%
|
New
|
|
|
1933
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$247K
|
+$224K
|
1
|
0.07%
|
New
|
|
|
1934
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$246K
|
-$3.11K
|
1
|
0.06%
|
Reduced
|
|
|
1935
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$246K
|
+$233K
|
1
|
0.11%
|
New
|
|
|
1936
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$246K
|
+$217K
|
1
|
0.09%
|
New
|
|
|
1937
|
Cullen Investment Group
Lafayette,
Louisiana
|
$246K
|
+$402
|
1
|
0.03%
|
Increased
|
|
|
1938
|
Point72 (DIFC)
Dubai,
United Arab Emirates
|
$245K
|
-$9.48M
|
2
|
0.01%
|
Reduced
|
|
|
1939
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$244K
|
-$1.73K
|
1
|
0.08%
|
Reduced
|
|
|
1940
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$244K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1941
|
Hyperion Capital Advisors
New York
|
$244K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1942
|
Palouse Capital Management
Spokane,
Washington
|
$242K
|
+$5.79K
|
2
|
0.16%
|
Increased
|
|
|
1943
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$242K
|
+$241K
|
1
|
0.01%
|
New
|
|
|
1944
|
Cercano Management
Bellevue,
Washington
|
$240K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1945
|
Hughes Financial Services
Herndon,
Virginia
|
$240K
|
+$2.22K
|
12
|
0.04%
|
Increased
|
|
|
1946
|
Austin Wealth Management
Austin,
Texas
|
$240K
|
-$1.48K
|
1
|
0.04%
|
Reduced
|
|
|
1947
|
Wealthspire Advisors (New York)
New York
|
$239K
|
-$4.31K
|
1
|
0%
|
Reduced
|
|
|
1948
|
Leo Wealth LLC
Hurst,
Texas
|
$239K
|
+$231K
|
1
|
0.02%
|
New
|
|
|
1949
|
Parcion Private Wealth
Bellevue,
Washington
|
$239K
|
+$217K
|
1
|
0.02%
|
New
|
|
|
1950
|
West Michigan Advisors
Holland,
Michigan
|
$238K
|
+$227K
|
1
|
0.07%
|
New
|
|