|
1901
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$591K
|
-$212K
|
1
|
0.32%
|
Reduced
|
|
|
1902
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$590K
|
$0
|
3
|
0.33%
|
Maintained
|
|
|
1903
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$589K
|
$0
|
1
|
0.44%
|
Maintained
|
|
|
1904
|
WESPAC Advisors
Orinda,
California
|
$586K
|
+$26.6K
|
1
|
0.39%
|
Increased
|
|
|
1905
|
Peak Asset Management
Louisville,
Colorado
|
$583K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1906
|
Tompkins Financial
Ithaca,
New York
|
$581K
|
+$50.1K
|
5
|
0.14%
|
Increased
|
|
|
1907
|
Tiedemann Advisors
New York
|
$575K
|
-$3.33M
|
1
|
0.05%
|
Reduced
|
|
|
1908
|
Univest Financial
Souderton,
Pennsylvania
|
$575K
|
-$2.76K
|
1
|
0.24%
|
Reduced
|
|
|
1909
|
Arcus Capital Partners
Atlanta,
Georgia
|
$571K
|
$0
|
2
|
0.3%
|
Maintained
|
|
|
1910
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$569K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1911
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$567K
|
-$330K
|
1
|
0.3%
|
Reduced
|
|
|
1912
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$567K
|
+$283K
|
2
|
0.09%
|
Increased
|
|
|
1913
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$566K
|
-$799K
|
20
|
0.03%
|
Reduced
|
|
|
1914
|
|
$561K
|
$0
|
1
|
0.39%
|
Maintained
|
|
|
1915
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$559K
|
-$31.8K
|
2
|
0.36%
|
Reduced
|
|
|
1916
|
Belpointe Asset Management
Reno,
Nevada
|
$554K
|
+$512K
|
1
|
0.13%
|
New
|
|
|
1917
|
Steel Canyon Capital
Phoenix,
Arizona
|
$549K
|
-$1.35M
|
1
|
0.54%
|
Reduced
|
|
|
1918
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$549K
|
+$326K
|
2
|
0.3%
|
Increased
|
|
|
1919
|
Rex Capital Advisors
Providence,
Rhode Island
|
$548K
|
+$9.23K
|
1
|
0.43%
|
Increased
|
|
|
1920
|
Bourgeon Capital Management
Darien,
Connecticut
|
$543K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1921
|
Kimelman & Baird
New York
|
$542K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
1922
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$539K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1923
|
Iowa State Bank
Urbandale,
Iowa
|
$536K
|
-$7.49K
|
1
|
0.25%
|
Reduced
|
|
|
1924
|
LVM Capital Management
Portage,
Michigan
|
$536K
|
-$24.7K
|
2
|
0.13%
|
Reduced
|
|
|
1925
|
Summit Global Investments
Bountiful,
Utah
|
$536K
|
+$38.1K
|
1
|
0.08%
|
Increased
|
|