|
1026
|
Meridian Management
Little Rock,
Arkansas
|
$1.17M
|
$0
|
1
|
0.75%
|
Maintained
|
|
|
1027
|
Forester Capital Management
Lake Forest,
Illinois
|
$1.16M
|
-$161K
|
1
|
1.05%
|
Reduced
|
|
|
1028
|
Tirschwell & Loewy
New York
|
$1.16M
|
+$5.91K
|
1
|
0.21%
|
Increased
|
|
|
1029
|
First Mercantile Trust
Cordova,
Tennessee
|
$1.16M
|
-$68.1K
|
1
|
0.12%
|
Reduced
|
|
|
1030
|
Hefty Wealth Partners
Auburn,
Indiana
|
$1.16M
|
+$1.19M
|
1
|
1.11%
|
New
|
|
|
1031
|
Vicus Capital
State College,
Pennsylvania
|
$1.16M
|
+$535K
|
1
|
0.29%
|
Increased
|
|
|
1032
|
Affinity Investment Advisors
Newport Beach,
California
|
$1.16M
|
+$1.61K
|
1
|
0.1%
|
Increased
|
|
|
1033
|
Wealthfront
Palo Alto,
California
|
$1.16M
|
-$484K
|
1
|
0.04%
|
Reduced
|
|
|
1034
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.15M
|
-$57.9K
|
1
|
0.74%
|
Reduced
|
|
|
1035
|
Ironwood Investment Management
Boston,
Massachusetts
|
$1.15M
|
+$19.5K
|
1
|
0.47%
|
Increased
|
|
|
1036
|
CAZ Investments
Houston,
Texas
|
$1.15M
|
+$124K
|
1
|
1.61%
|
Increased
|
|
|
1037
|
CPWM LLC
Seattle,
Washington
|
$1.15M
|
-$6.72K
|
1
|
0.23%
|
Reduced
|
|
|
1038
|
Semper Trust
King Of Prussia,
Pennsylvania
|
$1.15M
|
+$1.17M
|
1
|
1.6%
|
New
|
|
|
1039
|
Allworth Financial
Folsom,
California
|
$1.15M
|
-$149K
|
1
|
0.21%
|
Reduced
|
|
|
1040
|
Lebenthal Holdings
New York
|
$1.15M
|
-$3.12M
|
1
|
0.27%
|
Reduced
|
|
|
1041
|
Summit Asset Management
Memphis,
Tennessee
|
$1.14M
|
-$52.9K
|
1
|
0.77%
|
Reduced
|
|
|
1042
|
Mission Wealth Management
Santa Barbara,
California
|
$1.13M
|
+$317K
|
1
|
0.32%
|
Increased
|
|
|
1043
|
First Financial Corp
Terre Haute,
Indiana
|
$1.13M
|
-$9K
|
1
|
0.6%
|
Reduced
|
|
|
1044
|
Alexandria Capital
Arlington,
Virginia
|
$1.12M
|
-$33K
|
1
|
0.28%
|
Reduced
|
|
|
1045
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.12M
|
-$61.8K
|
1
|
0.3%
|
Reduced
|
|
|
1046
|
Stockman Wealth Management
Billings,
Montana
|
$1.12M
|
-$114K
|
1
|
0.91%
|
Reduced
|
|
|
1047
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.12M
|
+$54.3K
|
1
|
0.61%
|
Increased
|
|
|
1048
|
Point View Wealth Management
Summit,
New Jersey
|
$1.11M
|
-$41.5K
|
1
|
0.8%
|
Reduced
|
|
|
1049
|
American Assets Investment Management
San Diego,
California
|
$1.1M
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1050
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$1.1M
|
$0
|
1
|
1.54%
|
Maintained
|
|