|
801
|
Montag & Associates
Atlanta,
Georgia
|
$3.49M
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
802
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.48M
|
+$114K
|
1
|
0.05%
|
Increased
|
|
|
803
|
Wellington Shields Capital Management
New York
|
$3.48M
|
-$68.4K
|
1
|
0.66%
|
Reduced
|
|
|
804
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.47M
|
+$52.7K
|
1
|
0.06%
|
Increased
|
|
|
805
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.45M
|
+$177K
|
1
|
0.1%
|
Increased
|
|
|
806
|
McDonald Partners
Cleveland,
Ohio
|
$3.45M
|
-$631K
|
1
|
0.95%
|
Reduced
|
|
|
807
|
IMC Chicago
Chicago,
Illinois
|
$3.45M
|
+$3.3M
|
1
|
0%
|
New
|
|
|
808
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$3.45M
|
+$128K
|
1
|
0.03%
|
Increased
|
|
|
809
|
C2C Wealth Management
Scottsdale,
Arizona
|
$3.44M
|
$0
|
1
|
3.42%
|
Maintained
|
|
|
810
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$3.44M
|
-$165K
|
1
|
0.16%
|
Reduced
|
|
|
811
|
Shell Asset Management
The Hague,
Netherlands
|
$3.43M
|
-$1.39M
|
1
|
0.16%
|
Reduced
|
|
|
812
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$3.43M
|
+$120K
|
1
|
0.79%
|
Increased
|
|
|
813
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.43M
|
-$96.7K
|
1
|
0.12%
|
Reduced
|
|
|
814
|
Exeter Financial
Scottsdale,
Arizona
|
$3.41M
|
-$13.9K
|
1
|
1.57%
|
Reduced
|
|
|
815
|
Sage Capital Management
Stockton,
New Jersey
|
$3.4M
|
+$10.6K
|
1
|
1.85%
|
Increased
|
|
|
816
|
Spinnaker Trust
Portland,
Maine
|
$3.39M
|
-$15.5K
|
1
|
0.22%
|
Reduced
|
|
|
817
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$3.39M
|
-$18.2K
|
1
|
0.61%
|
Reduced
|
|
|
818
|
AGF Management
Toronto,
Ontario, Canada
|
$3.38M
|
-$1.03M
|
1
|
0.02%
|
Reduced
|
|
|
819
|
Verity Asset Management
Durham,
North Carolina
|
$3.38M
|
-$28.7K
|
2
|
1.88%
|
Reduced
|
|
|
820
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$3.37M
|
-$13.7K
|
1
|
1.9%
|
Reduced
|
|
|
821
|
Moran Wealth Management
Naples,
Florida
|
$3.37M
|
+$3.22M
|
1
|
0.11%
|
New
|
|
|
822
|
Fisher Asset Management
Camas,
Washington
|
$3.36M
|
-$54K
|
1
|
0%
|
Reduced
|
|
|
823
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$3.36M
|
-$355K
|
1
|
0.62%
|
Reduced
|
|
|
824
|
|
$3.35M
|
+$3.2M
|
1
|
0.38%
|
New
|
|
|
825
|
Bangor Savings Bank
Bangor,
Maine
|
$3.33M
|
-$33.9K
|
1
|
0.34%
|
Reduced
|
|