|
2601
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$760K
|
+$556K
|
1
|
0.48%
|
Increased
|
|
|
2602
|
Sovereign Financial Group
Stamford,
Connecticut
|
$759K
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
2603
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$757K
|
+$50.4K
|
2
|
0.06%
|
Increased
|
|
|
2604
|
Connable Office Inc
Kalamazoo,
Michigan
|
$757K
|
+$212K
|
3
|
0.11%
|
Increased
|
|
|
2605
|
Hollencrest Capital Management
Newport Beach,
California
|
$757K
|
+$17.9K
|
2
|
0.07%
|
Increased
|
|
|
2606
|
Financial Network Wealth Management
Draper,
Utah
|
$755K
|
-$151K
|
3
|
0.44%
|
Reduced
|
|
|
2607
|
KB Financial Partners
Princeton,
New Jersey
|
$754K
|
-$254K
|
8
|
0.29%
|
Reduced
|
|
|
2608
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$754K
|
+$782K
|
2
|
1.96%
|
New
|
|
|
2609
|
REDW Wealth
Albuquerque,
New Mexico
|
$751K
|
$0
|
2
|
0.24%
|
Maintained
|
|
|
2610
|
Ballast Advisors
Woodbury,
Minnesota
|
$746K
|
-$88.9K
|
1
|
0.32%
|
Reduced
|
|
|
2611
|
BSW Wealth Partners
Boulder,
Colorado
|
$742K
|
-$247K
|
2
|
0.2%
|
Reduced
|
|
|
2612
|
Fortress Investment Group
New York
|
$741K
|
+$736K
|
1
|
0.03%
|
New
|
|
|
2613
|
Oak Associates
Akron,
Ohio
|
$741K
|
+$135K
|
1
|
0.04%
|
Increased
|
|
|
2614
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$741K
|
+$194K
|
2
|
0.13%
|
Increased
|
|
|
2615
|
Charter Research & Investment Group
Southport,
Connecticut
|
$740K
|
$0
|
1
|
0.61%
|
Maintained
|
|
|
2616
|
Concentric Wealth Management
Lafayette,
California
|
$740K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2617
|
Newtyn Management
New York
|
$740K
|
+$736K
|
1
|
0.2%
|
New
|
|
|
2618
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$740K
|
-$417K
|
19
|
0.2%
|
Reduced
|
|
|
2619
|
|
$739K
|
+$333K
|
1
|
0.55%
|
Increased
|
|
|
2620
|
Stewart & Patten Company
Lafayette,
California
|
$739K
|
-$39.9K
|
2
|
0.12%
|
Reduced
|
|
|
2621
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$736K
|
+$86.7K
|
2
|
0.18%
|
Increased
|
|
|
2622
|
Elm Advisors
Burlingame,
California
|
$733K
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
2623
|
Lyell Wealth Management
Menlo Park,
California
|
$733K
|
+$96.4K
|
2
|
0.09%
|
Increased
|
|
|
2624
|
Madison Wealth Partners
Madison,
Wisconsin
|
$733K
|
+$288K
|
1
|
0.42%
|
Increased
|
|
|
2625
|
Duncker Streett & Co
St. Louis,
Missouri
|
$732K
|
-$84.1K
|
4
|
0.13%
|
Reduced
|
|