|
1301
|
Wealthquest
Cincinnati,
Ohio
|
$556K
|
-$30.9K
|
1
|
1.01%
|
Reduced
|
|
|
1302
|
D.J. St. Germain
Springfield,
Massachusetts
|
$555K
|
-$1.62K
|
1
|
0.09%
|
Reduced
|
|
|
1303
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$555K
|
-$31.2K
|
1
|
0.35%
|
Reduced
|
|
|
1304
|
Sigma Investment Counselors
Northville,
Michigan
|
$555K
|
-$7.68K
|
1
|
0.11%
|
Reduced
|
|
|
1305
|
The Family Firm
Bethesda,
Maryland
|
$552K
|
-$27.9K
|
1
|
0.3%
|
Reduced
|
|
|
1306
|
Charles Stewart Mott Foundation
Flint,
Michigan
|
$551K
|
+$587K
|
1
|
0.62%
|
New
|
|
|
1307
|
Destination Wealth Management
Walnut Creek,
California
|
$551K
|
-$3.6M
|
1
|
0.06%
|
Reduced
|
|
|
1308
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$546K
|
-$13.9K
|
1
|
0.05%
|
Reduced
|
|
|
1309
|
Frontier Investment Management
Dallas,
Texas
|
$545K
|
+$69.8K
|
1
|
0.09%
|
Increased
|
|
|
1310
|
IMA Advisory Services
Denver,
Colorado
|
$543K
|
+$77.2K
|
1
|
0.34%
|
Increased
|
|
|
1311
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$542K
|
+$577K
|
1
|
0.13%
|
New
|
|
|
1312
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$539K
|
-$34.7K
|
1
|
0.53%
|
Reduced
|
|
|
1313
|
Princeton Alpha Management
Princeton Junction,
New Jersey
|
$539K
|
+$575K
|
1
|
0.11%
|
New
|
|
|
1314
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$537K
|
-$114K
|
1
|
0.12%
|
Reduced
|
|
|
1315
|
Prospera Financial Services
Dallas,
Texas
|
$537K
|
+$96.4K
|
1
|
0.14%
|
Increased
|
|
|
1316
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$535K
|
-$119K
|
1
|
0.33%
|
Reduced
|
|
|
1317
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$535K
|
+$37.5K
|
1
|
0.42%
|
Increased
|
|
|
1318
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$534K
|
+$82.8K
|
1
|
0.22%
|
Increased
|
|
|
1319
|
Montecito Bank & Trust
Santa Barbara,
California
|
$531K
|
-$98.1K
|
1
|
0.29%
|
Reduced
|
|
|
1320
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$530K
|
-$1.01M
|
1
|
2.58%
|
Reduced
|
|
|
1321
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$524K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1322
|
Front Barnett Associates
Chicago,
Illinois
|
$524K
|
-$100K
|
1
|
0.11%
|
Reduced
|
|
|
1323
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$524K
|
+$443
|
1
|
0.05%
|
Increased
|
|
|
1324
|
|
$521K
|
+$57.9K
|
1
|
0.36%
|
Increased
|
|
|
1325
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$517K
|
-$12.1K
|
1
|
0.09%
|
Reduced
|
|