|
1851
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$1.81M
|
-$148K
|
4
|
0.11%
|
Reduced
|
|
|
1852
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$1.8M
|
-$1.74M
|
1
|
0.39%
|
Reduced
|
|
|
1853
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.8M
|
+$8.21K
|
2
|
0.37%
|
Increased
|
|
|
1854
|
Walser Wealth Management
Tampa,
Florida
|
$1.8M
|
+$868K
|
4
|
0.75%
|
Increased
|
|
|
1855
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$1.8M
|
-$283K
|
1
|
0.66%
|
Reduced
|
|
|
1856
|
Leisure Capital Management
Costa Mesa,
California
|
$1.79M
|
-$1.79M
|
1
|
0.56%
|
Reduced
|
|
|
1857
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.79M
|
-$112K
|
2
|
0.17%
|
Reduced
|
|
|
1858
|
1ST Source Bank
South Bend,
Indiana
|
$1.79M
|
-$20.2M
|
2
|
0.08%
|
Reduced
|
|
|
1859
|
CLG LLC
Long Beach,
California
|
$1.79M
|
-$367K
|
2
|
0.39%
|
Reduced
|
|
|
1860
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.78M
|
+$251K
|
3
|
0.05%
|
Increased
|
|
|
1861
|
LRT Capital Management
Austin,
Texas
|
$1.78M
|
-$283K
|
1
|
1.16%
|
Reduced
|
|
|
1862
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$1.78M
|
-$1.22M
|
4
|
0.49%
|
Reduced
|
|
|
1863
|
|
$1.77M
|
+$53.3K
|
1
|
0.76%
|
Increased
|
|
|
1864
|
Worthington Financial Partners
Worthington,
Ohio
|
$1.77M
|
-$336K
|
2
|
1.46%
|
Reduced
|
|
|
1865
|
|
$1.76M
|
+$1.5M
|
2
|
0%
|
New
|
|
|
1866
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.76M
|
-$990K
|
4
|
0.09%
|
Reduced
|
|
|
1867
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$1.76M
|
-$1.07M
|
1
|
0.12%
|
Reduced
|
|
|
1868
|
Arjuna Capital
Durham,
North Carolina
|
$1.75M
|
-$19.4K
|
1
|
0.39%
|
Reduced
|
|
|
1869
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.75M
|
-$245K
|
7
|
0.17%
|
Reduced
|
|
|
1870
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$1.75M
|
$0
|
1
|
1.15%
|
Maintained
|
|
|
1871
|
Financial Management Network
Mission Viejo,
California
|
$1.75M
|
-$523K
|
2
|
0.25%
|
Reduced
|
|
|
1872
|
Zhang Financial
Portage,
Michigan
|
$1.75M
|
-$2.58M
|
2
|
0.05%
|
Reduced
|
|
|
1873
|
Dara Capital US
Miami,
Florida
|
$1.74M
|
+$396K
|
2
|
1.2%
|
Increased
|
|
|
1874
|
Tyche Wealth Partners
Plano,
Texas
|
$1.74M
|
-$500K
|
3
|
0.24%
|
Reduced
|
|
|
1875
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.73M
|
-$50K
|
3
|
0.33%
|
Reduced
|
|