|
1876
|
Quotient Wealth Partners
Dallas,
Texas
|
$655K
|
+$44K
|
1
|
0.02%
|
Increased
|
|
|
1877
|
Lynx Capital Group
Beachwood,
Ohio
|
$653K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1878
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$651K
|
+$59K
|
1
|
0.03%
|
Increased
|
|
|
1879
|
Peak Financial Advisors
Denver,
Colorado
|
$650K
|
+$2.95K
|
1
|
0.27%
|
Increased
|
|
|
1880
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$647K
|
+$49.2K
|
1
|
0.03%
|
Increased
|
|
|
1881
|
Leuthold Group
Minneapolis,
Minnesota
|
$647K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1882
|
OneAscent Financial Services
Birmingham,
Alabama
|
$646K
|
+$266K
|
2
|
0.03%
|
Increased
|
|
|
1883
|
Grace & White Inc
Ny,
New York
|
$646K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1884
|
First Foundation Advisors
Irvine,
California
|
$645K
|
+$103K
|
1
|
0.02%
|
Increased
|
|
|
1885
|
Swiss Re
Zurich,
Switzerland
|
$644K
|
+$498K
|
2
|
0.06%
|
Increased
|
|
|
1886
|
Oxford Asset Management
Oxford,
United Kingdom
|
$642K
|
+$358K
|
2
|
0.32%
|
Increased
|
|
|
1887
|
Wakefield Asset Management
Englewood,
Colorado
|
$642K
|
+$15.6K
|
1
|
0.14%
|
Increased
|
|
|
1888
|
Cambient Family Office
Ada,
Michigan
|
$641K
|
-$111K
|
2
|
0.08%
|
Reduced
|
|
|
1889
|
Fortem Financial Group
Palm Desert,
California
|
$639K
|
+$213K
|
2
|
0.13%
|
Increased
|
|
|
1890
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$639K
|
-$8.03K
|
1
|
0.13%
|
Reduced
|
|
|
1891
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$639K
|
+$18.8K
|
1
|
0.21%
|
Increased
|
|
|
1892
|
Baron Wealth Management
Troy,
Michigan
|
$635K
|
+$126K
|
2
|
0.16%
|
Increased
|
|
|
1893
|
AMI Asset Management
Los Angeles,
California
|
$635K
|
+$546K
|
1
|
0.04%
|
New
|
|
|
1894
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$633K
|
$0
|
2
|
0.2%
|
Maintained
|
|
|
1895
|
Asset One Wealth Management
Bellevue,
Washington
|
$632K
|
+$109K
|
2
|
0.07%
|
Increased
|
|
|
1896
|
Wexford Capital
West Palm Beach,
Florida
|
$632K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1897
|
Shearwater Capital
Denver,
Colorado
|
$631K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1898
|
Kemnay Advisory Services
New York
|
$629K
|
-$19.3K
|
16
|
0.08%
|
Reduced
|
|
|
1899
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$625K
|
-$46.6K
|
1
|
0.26%
|
Reduced
|
|
|
1900
|
LECAP Asset Management
London,
United Kingdom
|
$623K
|
-$1.79M
|
1
|
0.27%
|
Reduced
|
|