|
1901
|
|
$327K
|
-$23.7K
|
1
|
0.23%
|
Reduced
|
|
|
1902
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$326K
|
-$176
|
1
|
0.21%
|
Reduced
|
|
|
1903
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$324K
|
+$293K
|
1
|
0.28%
|
New
|
|
|
1904
|
Aspiriant LLC
Los Angeles,
California
|
$324K
|
+$880
|
1
|
0.03%
|
Increased
|
|
|
1905
|
Focused Wealth Management
Newburgh,
New York
|
$324K
|
-$17.9K
|
4
|
0.08%
|
Reduced
|
|
|
1906
|
Susquehanna International Securities
Dublin,
Ireland
|
$324K
|
-$846K
|
1
|
0.12%
|
Reduced
|
|
|
1907
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$323K
|
-$80K
|
1
|
0.2%
|
Reduced
|
|
|
1908
|
Canal Capital Management
Richmond,
Virginia
|
$322K
|
+$1.53K
|
1
|
0.16%
|
Increased
|
|
|
1909
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$322K
|
+$2.76K
|
1
|
0.05%
|
Increased
|
|
|
1910
|
WealthPLAN Partners
Omaha,
Nebraska
|
$322K
|
+$7.29K
|
1
|
0.04%
|
Increased
|
|
|
1911
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$321K
|
-$5.88K
|
1
|
0.2%
|
Reduced
|
|
|
1912
|
Glassman Wealth Services
Vienna,
Virginia
|
$320K
|
+$276K
|
9
|
0.12%
|
Increased
|
|
|
1913
|
Cabot Wealth Management
Salem,
Massachusetts
|
$319K
|
-$34.8K
|
1
|
0.06%
|
Reduced
|
|
|
1914
|
OneAscent Financial Services
Birmingham,
Alabama
|
$318K
|
+$304K
|
1
|
0.18%
|
New
|
|
|
1915
|
Tradition Asset Management
Richmond,
Virginia
|
$318K
|
-$17.6K
|
1
|
0.08%
|
Reduced
|
|
|
1916
|
Wealth Quarterback
Toms River,
New Jersey
|
$318K
|
+$3.67M
|
7
|
0.28%
|
New
|
|
|
1917
|
Cozad Asset Management
Champaign,
Illinois
|
$317K
|
-$23.8K
|
1
|
0.08%
|
Reduced
|
|
|
1918
|
Grove Bank & Trust
Miami,
Florida
|
$317K
|
-$178K
|
1
|
0.1%
|
Reduced
|
|
|
1919
|
TownSquare Capital
Provo,
Utah
|
$317K
|
+$74.5K
|
2
|
0.03%
|
Increased
|
|
|
1920
|
Wealthspire Advisors (New York)
New York
|
$316K
|
+$71.7K
|
1
|
0.02%
|
Increased
|
|
|
1921
|
GSB Wealth Management
Guilford,
Connecticut
|
$315K
|
$0
|
1
|
1.3%
|
Maintained
|
|
|
1922
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$315K
|
+$285K
|
1
|
0.08%
|
New
|
|
|
1923
|
Intersect Capital
San Ramon,
California
|
$314K
|
-$28.8K
|
1
|
0.11%
|
Reduced
|
|
|
1924
|
LexAurum Advisors
Overland Park,
Kansas
|
$314K
|
+$27K
|
1
|
0.16%
|
Increased
|
|
|
1925
|
Tompkins Financial
Ithaca,
New York
|
$314K
|
-$22.3K
|
2
|
0.06%
|
Reduced
|
|