|
1901
|
Hamel Associates
Chatham,
New Jersey
|
$295K
|
-$1.71M
|
1
|
0.13%
|
Reduced
|
|
|
1902
|
Destination Wealth Management
Walnut Creek,
California
|
$294K
|
+$47.8K
|
9
|
0.02%
|
Increased
|
|
|
1903
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$294K
|
+$5.34K
|
1
|
0.25%
|
Increased
|
|
|
1904
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$294K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1905
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$294K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1906
|
Petrus Trust Company
Dallas,
Texas
|
$293K
|
+$36.2K
|
1
|
0.06%
|
Increased
|
|
|
1907
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$292K
|
+$66.9K
|
1
|
0.03%
|
Increased
|
|
|
1908
|
High Pointe Capital Management
Chicago,
Illinois
|
$291K
|
-$387K
|
1
|
0.4%
|
Reduced
|
|
|
1909
|
Avity Investment Management
Greenwich,
Connecticut
|
$290K
|
+$276K
|
1
|
0.04%
|
New
|
|
|
1910
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$289K
|
+$392
|
4
|
0.13%
|
Increased
|
|
|
1911
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$288K
|
+$278K
|
1
|
0.14%
|
New
|
|
|
1912
|
Elmwood Wealth Management
Berkeley,
California
|
$288K
|
$0
|
2
|
0.27%
|
Maintained
|
|
|
1913
|
Partnervest Advisory Services
Santa Barbara,
California
|
$288K
|
-$9.49K
|
1
|
0.12%
|
Reduced
|
|
|
1914
|
Clearstead Advisors
Cleveland,
Ohio
|
$287K
|
+$20.9K
|
1
|
0.04%
|
Increased
|
|
|
1915
|
DF Dent & Co
Baltimore,
Maryland
|
$287K
|
-$237K
|
1
|
0.01%
|
Reduced
|
|
|
1916
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$287K
|
+$24.4K
|
3
|
0.21%
|
Increased
|
|
|
1917
|
MCF Advisors
Covington,
Kentucky
|
$287K
|
+$1.61K
|
4
|
0.05%
|
Increased
|
|
|
1918
|
Abbot Financial Management
Andover,
Massachusetts
|
$286K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1919
|
Novare Capital Management
Charlotte,
North Carolina
|
$286K
|
+$272K
|
1
|
0.04%
|
New
|
|
|
1920
|
Snow Capital Management
Sewickley,
Pennsylvania
|
$285K
|
+$271K
|
1
|
0.02%
|
New
|
|
|
1921
|
Nadler Financial Group
Deerfield,
Illinois
|
$284K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1922
|
Torch Wealth Management
Cincinnati,
Ohio
|
$283K
|
+$270K
|
1
|
0.17%
|
New
|
|
|
1923
|
Ascension Asset Management
New York
|
$282K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1924
|
Sage Rhino Capital
Menlo Park,
California
|
$282K
|
+$287K
|
1
|
0.19%
|
New
|
|
|
1925
|
Means Investment Company
Bangor,
Maine
|
$281K
|
+$266K
|
1
|
0.12%
|
New
|
|