|
1876
|
Highlander Capital Management
Short Hills,
New Jersey
|
$235K
|
+$61.6K
|
5
|
0.13%
|
Increased
|
|
|
1877
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$235K
|
-$6.23K
|
4
|
0.06%
|
Reduced
|
|
|
1878
|
Alpine Woods Capital Investors
Purchase,
New York
|
$234K
|
-$7.33M
|
1
|
0.05%
|
Reduced
|
|
|
1879
|
Capital Wealth Planning
Naples,
Florida
|
$233K
|
+$223K
|
1
|
0.16%
|
New
|
|
|
1880
|
Fortis Advisors
Wayne,
Pennsylvania
|
$233K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1881
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$233K
|
+$233K
|
1
|
0.18%
|
New
|
|
|
1882
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$232K
|
-$55.2K
|
1
|
0.25%
|
Reduced
|
|
|
1883
|
BigSur Wealth Management
Miami,
Florida
|
$230K
|
-$66.6K
|
1
|
0.17%
|
Reduced
|
|
|
1884
|
Paulson Wealth Management
Wheaton,
Illinois
|
$230K
|
+$220K
|
1
|
0.23%
|
New
|
|
|
1885
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$229K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1886
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$226K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1887
|
Cribstone Capital Management
Augusta,
Maine
|
$226K
|
-$3K
|
3
|
0.11%
|
Reduced
|
|
|
1888
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$226K
|
+$207K
|
1
|
0.21%
|
New
|
|
|
1889
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$225K
|
-$285K
|
1
|
0.03%
|
Reduced
|
|
|
1890
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$225K
|
+$215K
|
1
|
0.19%
|
New
|
|
|
1891
|
Chelsea Counsel Company
Los Angeles,
California
|
$224K
|
+$215K
|
1
|
0.13%
|
New
|
|
|
1892
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$224K
|
+$214K
|
1
|
0.04%
|
New
|
|
|
1893
|
EP Wealth Advisors
Torrance,
California
|
$224K
|
-$6.34K
|
1
|
0.02%
|
Reduced
|
|
|
1894
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$223K
|
-$57.4K
|
3
|
0.16%
|
Reduced
|
|
|
1895
|
RB Capital Management
Reno,
Nevada
|
$223K
|
+$213K
|
1
|
0.17%
|
New
|
|
|
1896
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$223K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1897
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$220K
|
+$214K
|
1
|
0.12%
|
New
|
|
|
1898
|
IberiaBank
Lafayette,
Louisiana
|
$219K
|
+$209K
|
1
|
0.04%
|
New
|
|
|
1899
|
Lyell Wealth Management
Menlo Park,
California
|
$218K
|
+$224K
|
1
|
0.08%
|
New
|
|
|
1900
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$218K
|
$0
|
1
|
0.01%
|
Maintained
|
|