|
951
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.66M
|
+$669
|
1
|
0.02%
|
Increased
|
|
|
952
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$1.66M
|
+$1.69M
|
1
|
1.2%
|
New
|
|
|
953
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.66M
|
-$85.8K
|
1
|
0.49%
|
Reduced
|
|
|
954
|
Global Retirement Partners
San Rafael,
California
|
$1.66M
|
+$364K
|
1
|
0.09%
|
Increased
|
|
|
955
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.66M
|
-$10K
|
1
|
0.6%
|
Reduced
|
|
|
956
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.66M
|
-$422K
|
1
|
0.1%
|
Reduced
|
|
|
957
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$1.65M
|
-$16.9K
|
1
|
0.84%
|
Reduced
|
|
|
958
|
Silvant Capital Management
Atlanta,
Georgia
|
$1.65M
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
959
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$1.65M
|
+$36.1K
|
1
|
1.4%
|
Increased
|
|
|
960
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.65M
|
-$112K
|
1
|
1.55%
|
Reduced
|
|
|
961
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.64M
|
+$139K
|
1
|
0.11%
|
Increased
|
|
|
962
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$1.63M
|
+$3.88K
|
1
|
0.76%
|
Increased
|
|
|
963
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.63M
|
-$296K
|
1
|
0.08%
|
Reduced
|
|
|
964
|
Valicenti Advisory Services
Elmira,
New York
|
$1.62M
|
-$66.9K
|
1
|
0.54%
|
Reduced
|
|
|
965
|
Chesapeake Asset Management
New York
|
$1.62M
|
+$1.65M
|
1
|
1.48%
|
New
|
|
|
966
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.61M
|
-$13.1K
|
1
|
0.04%
|
Reduced
|
|
|
967
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.61M
|
+$58.3K
|
1
|
1.01%
|
Increased
|
|
|
968
|
Waverly Advisors
Birmingham,
Alabama
|
$1.61M
|
+$237K
|
1
|
0.08%
|
Increased
|
|
|
969
|
HBK Investments
Dallas,
Texas
|
$1.61M
|
+$1.64M
|
1
|
0.01%
|
New
|
|
|
970
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$1.6M
|
-$21.9K
|
1
|
0.4%
|
Reduced
|
|
|
971
|
Lantz Financial
Naperville,
Illinois
|
$1.6M
|
+$254K
|
1
|
0.67%
|
Increased
|
|
|
972
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.6M
|
+$210K
|
1
|
0.06%
|
Increased
|
|
|
973
|
Founders Financial Securities
Towson,
Maryland
|
$1.6M
|
+$189K
|
1
|
0.23%
|
Increased
|
|
|
974
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$1.59M
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
975
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.59M
|
-$24.1K
|
1
|
0.22%
|
Reduced
|
|
