|
1801
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$831K
|
+$84.9K
|
1
|
0.16%
|
Increased
|
|
|
1802
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$831K
|
-$137K
|
1
|
0.4%
|
Reduced
|
|
|
1803
|
|
$831K
|
-$111K
|
1
|
0.09%
|
Reduced
|
|
|
1804
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
$830K
|
+$245K
|
1
|
0.03%
|
Increased
|
|
|
1805
|
First Western Trust Bank
Denver,
Colorado
|
$828K
|
-$49K
|
1
|
0.04%
|
Reduced
|
|
|
1806
|
|
$827K
|
$0
|
1
|
0.48%
|
Maintained
|
|
|
1807
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$826K
|
-$66.8K
|
1
|
0.19%
|
Reduced
|
|
|
1808
|
Planned Solutions
Folsom,
California
|
$826K
|
-$2K
|
1
|
0.33%
|
Reduced
|
|
|
1809
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$826K
|
+$18.5K
|
1
|
0.07%
|
Increased
|
|
|
1810
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$824K
|
+$247K
|
1
|
0.09%
|
Increased
|
|
|
1811
|
Olistico Wealth
Tulsa,
Oklahoma
|
$824K
|
+$101K
|
2
|
0.48%
|
Increased
|
|
|
1812
|
Spirepoint Private Client
Vero Beach,
Florida
|
$824K
|
-$2.67K
|
1
|
0.1%
|
Reduced
|
|
|
1813
|
Strategic Financial Concepts
San Antonio,
Texas
|
$823K
|
+$170K
|
1
|
0.16%
|
Increased
|
|
|
1814
|
Wealth Architects
Mountain View,
California
|
$822K
|
-$8.02K
|
1
|
0.09%
|
Reduced
|
|
|
1815
|
Sachetta
Lynnfield,
Massachusetts
|
$822K
|
-$223
|
3
|
0.32%
|
Reduced
|
|
|
1816
|
Libra Wealth
Los Gatos,
California
|
$820K
|
+$165K
|
1
|
0.32%
|
Increased
|
|
|
1817
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$820K
|
+$776K
|
2
|
0.69%
|
New
|
|
|
1818
|
WMS Partners
Towson,
Maryland
|
$819K
|
-$27.2K
|
1
|
0.05%
|
Reduced
|
|
|
1819
|
Prosperity Wealth Management
San Ramon,
California
|
$818K
|
+$152K
|
2
|
0.34%
|
Increased
|
|
|
1820
|
Destination Wealth Management
Walnut Creek,
California
|
$818K
|
+$316K
|
1
|
0.03%
|
Increased
|
|
|
1821
|
West Family Investments
Carlsbad,
California
|
$818K
|
-$9.8K
|
1
|
0.28%
|
Reduced
|
|
|
1822
|
Wallace Advisory Group
Lafayette,
California
|
$816K
|
+$120K
|
1
|
0.56%
|
Increased
|
|
|
1823
|
Soltis Investment Advisors
St. George,
Utah
|
$814K
|
+$137K
|
1
|
0.08%
|
Increased
|
|
|
1824
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$813K
|
-$39.4K
|
1
|
0.31%
|
Reduced
|
|
|
1825
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$811K
|
+$197K
|
4
|
0.05%
|
Increased
|
|