|
1601
|
Bank of the West
Monterey Park,
California
|
$243K
|
-$99K
|
1
|
0.03%
|
Reduced
|
|
|
1602
|
EP Wealth Advisors
Torrance,
California
|
$243K
|
-$23.2K
|
1
|
0.03%
|
Reduced
|
|
|
1603
|
Bridgeworth
Birmingham,
Alabama
|
$242K
|
+$240K
|
1
|
0.12%
|
New
|
|
|
1604
|
Modera Wealth Management
Westwood,
New Jersey
|
$242K
|
-$23.4K
|
1
|
0.06%
|
Reduced
|
|
|
1605
|
Pacific Center for Financial Services
San Ramon,
California
|
$242K
|
$0
|
2
|
0.16%
|
Maintained
|
|
|
1606
|
Washington Trust Bank
Spokane,
Washington
|
$242K
|
-$50.4K
|
4
|
0.05%
|
Reduced
|
|
|
1607
|
First City Capital Management
Savannah,
Georgia
|
$240K
|
+$3.5K
|
1
|
0.17%
|
Increased
|
|
|
1608
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$240K
|
-$7.32K
|
1
|
0.21%
|
Reduced
|
|
|
1609
|
Members Trust
Tampa,
Florida
|
$239K
|
-$33.3K
|
1
|
0.01%
|
Reduced
|
|
|
1610
|
Texas Capital Bancshares
Dallas,
Texas
|
$239K
|
+$254K
|
1
|
0.54%
|
New
|
|
|
1611
|
Arax Advisory Partners
Denver,
Colorado
|
$237K
|
+$71.2K
|
4
|
0.11%
|
Increased
|
|
|
1612
|
Adalta Capital Management
New York
|
$236K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1613
|
WealthPLAN Partners
Omaha,
Nebraska
|
$236K
|
+$143K
|
1
|
0.07%
|
Increased
|
|
|
1614
|
Westside Investment Management
Santa Monica,
California
|
$234K
|
-$47.7K
|
5
|
0.15%
|
Reduced
|
|
|
1615
|
American National Registered Investment Advisor
Galveston,
Texas
|
$234K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1616
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$234K
|
-$7K
|
1
|
0.08%
|
Reduced
|
|
|
1617
|
Diligent Investors
Redlands,
California
|
$234K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1618
|
Doheny Asset Management
Los Angeles,
California
|
$233K
|
-$119K
|
1
|
0.11%
|
Reduced
|
|
|
1619
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$233K
|
-$191K
|
1
|
0.01%
|
Reduced
|
|
|
1620
|
Grace Capital
Quincy,
Massachusetts
|
$230K
|
-$6.79K
|
1
|
0.09%
|
Reduced
|
|
|
1621
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$230K
|
-$213K
|
1
|
0.02%
|
Reduced
|
|
|
1622
|
Segment Wealth Management
Houston,
Texas
|
$230K
|
+$239K
|
1
|
0.06%
|
New
|
|
|
1623
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$230K
|
-$2.94K
|
1
|
0.09%
|
Reduced
|
|
|
1624
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$230K
|
+$231
|
1
|
0.09%
|
Increased
|
|
|
1625
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$229K
|
-$8.88K
|
4
|
0.18%
|
Reduced
|
|