|
1026
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.33M
|
+$1.31M
|
1
|
0.82%
|
New
|
|
|
1027
|
|
$1.32M
|
+$227K
|
1
|
0.55%
|
Increased
|
|
|
1028
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$1.32M
|
-$30.2K
|
1
|
0.14%
|
Reduced
|
|
|
1029
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$1.31M
|
-$7.89K
|
1
|
0.56%
|
Reduced
|
|
|
1030
|
Ancora Advisors
Cleveland,
Ohio
|
$1.3M
|
-$1.31M
|
0
|
–
|
Closed
|
|
|
1031
|
Regent Investment Management
Louisville,
Kentucky
|
$1.3M
|
-$577K
|
1
|
0.66%
|
Reduced
|
|
|
1032
|
Doheny Asset Management
Los Angeles,
California
|
$1.29M
|
+$159K
|
1
|
0.6%
|
Increased
|
|
|
1033
|
American Assets Investment Management
San Diego,
California
|
$1.28M
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
1034
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$1.28M
|
$0
|
1
|
1.59%
|
Maintained
|
|
|
1035
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$1.28M
|
+$1.27M
|
1
|
0.26%
|
New
|
|
|
1036
|
|
$1.27M
|
+$78.9K
|
1
|
0.18%
|
Increased
|
|
|
1037
|
Meridian Investment Counsel
Lafayette,
California
|
$1.27M
|
+$63.4K
|
1
|
0.88%
|
Increased
|
|
|
1038
|
EP Wealth Advisors
Torrance,
California
|
$1.27M
|
+$311K
|
1
|
0.24%
|
Increased
|
|
|
1039
|
Stockman Wealth Management
Billings,
Montana
|
$1.26M
|
+$152
|
1
|
1.08%
|
Increased
|
|
|
1040
|
Atria Investments
Charlotte,
North Carolina
|
$1.26M
|
-$93.7K
|
1
|
0.14%
|
Reduced
|
|
|
1041
|
Pacifica Capital Investments
Leander,
Texas
|
$1.26M
|
+$854K
|
1
|
0.81%
|
Increased
|
|
|
1042
|
INR Advisory Services
Media,
Pennsylvania
|
$1.26M
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1043
|
Mount Vernon Associates
Baltimore,
Maryland
|
$1.25M
|
+$79.3K
|
1
|
2.7%
|
Increased
|
|
|
1044
|
SOL Capital Management
Rockville,
Maryland
|
$1.25M
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
1045
|
Private Wealth Partners
Mill Valley,
California
|
$1.24M
|
-$42.8K
|
1
|
0.29%
|
Reduced
|
|
|
1046
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.24M
|
-$81.8K
|
1
|
0.76%
|
Reduced
|
|
|
1047
|
Aspiriant Holdings S3
Los Angeles,
California
|
$1.24M
|
+$983K
|
1
|
0.49%
|
Increased
|
|
|
1048
|
Bath Savings Trust
Bath,
Maine
|
$1.24M
|
-$825K
|
1
|
0.42%
|
Reduced
|
|
|
1049
|
Mariner
Overland Park,
Kansas
|
$1.24M
|
-$153K
|
1
|
0.11%
|
Reduced
|
|
|
1050
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$1.24M
|
-$19.1K
|
1
|
0.74%
|
Reduced
|
|