|
1926
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$221K
|
-$28.5K
|
1
|
0.19%
|
Reduced
|
|
|
1927
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$221K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1928
|
Sandy Spring Bank
Olney,
Maryland
|
$221K
|
-$2.64K
|
4
|
0.01%
|
Reduced
|
|
|
1929
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$220K
|
-$3.18M
|
1
|
0.06%
|
Reduced
|
|
|
1930
|
Sunbelt Securities
Houston,
Texas
|
$219K
|
+$221K
|
9
|
0.04%
|
New
|
|
|
1931
|
Global Financial Private Client
Sarasota,
Florida
|
$219K
|
+$13.6K
|
4
|
0.11%
|
Increased
|
|
|
1932
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$218K
|
+$93K
|
6
|
0.12%
|
Increased
|
|
|
1933
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$217K
|
-$5.44K
|
1
|
0.07%
|
Reduced
|
|
|
1934
|
Ridgewood Investments
Springfield,
New Jersey
|
$217K
|
+$214K
|
5
|
0.13%
|
New
|
|
|
1935
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$217K
|
-$3K
|
1
|
0.09%
|
Reduced
|
|
|
1936
|
Clearstead Trust
Portland,
Maine
|
$217K
|
-$1.16K
|
1
|
0.07%
|
Reduced
|
|
|
1937
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$216K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1938
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$216K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1939
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$215K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1940
|
New Republic Capital
Charlotte,
North Carolina
|
$215K
|
+$217K
|
1
|
0.16%
|
New
|
|
|
1941
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$215K
|
-$38.1K
|
1
|
0.25%
|
Reduced
|
|
|
1942
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$215K
|
-$1.63K
|
4
|
0.03%
|
Reduced
|
|
|
1943
|
Riverview Trust Company
Vancouver,
Washington
|
$213K
|
+$7.25K
|
7
|
0.2%
|
Increased
|
|
|
1944
|
Jackson Square Partners
Larkspur,
California
|
$213K
|
+$12.9K
|
1
|
0.01%
|
Increased
|
|
|
1945
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$213K
|
+$217K
|
1
|
0.01%
|
New
|
|
|
1946
|
SYM Financial Corp
Winona Lake,
Indiana
|
$212K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1947
|
E Fund Management
Guangzhou,
China
|
$211K
|
-$7.42K
|
1
|
0.02%
|
Reduced
|
|
|
1948
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$211K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1949
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$210K
|
+$195K
|
8
|
0.16%
|
Increased
|
|
|
1950
|
Opal Wealth Advisors
Jericho,
New York
|
$210K
|
-$32.2K
|
1
|
0.12%
|
Reduced
|
|