|
1851
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$788K
|
-$6.68K
|
1
|
0.38%
|
Reduced
|
|
|
1852
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$788K
|
+$668
|
1
|
0.34%
|
Increased
|
|
|
1853
|
|
$788K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1854
|
Whitney & Co
Rochester,
New York
|
$788K
|
-$106K
|
1
|
0.08%
|
Reduced
|
|
|
1855
|
CLG LLC
Long Beach,
California
|
$787K
|
+$798K
|
1
|
0.28%
|
New
|
|
|
1856
|
SMART Wealth
Omaha,
Nebraska
|
$787K
|
-$59K
|
1
|
0.28%
|
Reduced
|
|
|
1857
|
Northwest Financial Advisors
Herndon,
Virginia
|
$784K
|
+$3.56K
|
1
|
0.65%
|
Increased
|
|
|
1858
|
Angeles Wealth Management
Santa Monica,
California
|
$782K
|
+$121K
|
1
|
0.06%
|
Increased
|
|
|
1859
|
|
$780K
|
+$791K
|
1
|
0.31%
|
New
|
|
|
1860
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$780K
|
+$18.9K
|
1
|
0.53%
|
Increased
|
|
|
1861
|
Shum Financial Group
Alameda,
California
|
$779K
|
-$19.6K
|
1
|
0.67%
|
Reduced
|
|
|
1862
|
Vista Investment Partners II
Richmond,
Indiana
|
$777K
|
+$787K
|
1
|
0.46%
|
New
|
|
|
1863
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$777K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1864
|
GS Investments
Minneapolis,
Minnesota
|
$775K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
1865
|
Saxon Interests
Houston,
Texas
|
$775K
|
+$7.57K
|
1
|
0.34%
|
Increased
|
|
|
1866
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$773K
|
+$160K
|
1
|
0.04%
|
Increased
|
|
|
1867
|
Worth Asset Management
Dallas,
Texas
|
$771K
|
-$1.21M
|
1
|
0.41%
|
Reduced
|
|
|
1868
|
Draper Asset Management
Smithtown,
New York
|
$771K
|
+$401K
|
1
|
0.48%
|
New
|
|
|
1869
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$771K
|
+$373K
|
1
|
0.07%
|
Increased
|
|
|
1870
|
Drake & Associates
Waukesha,
Wisconsin
|
$770K
|
+$679K
|
1
|
0.22%
|
New
|
|
|
1871
|
Burling Wealth Partners
Chicago,
Illinois
|
$769K
|
+$779K
|
1
|
0.16%
|
New
|
|
|
1872
|
St Louis Trust
Saint Louis,
Missouri
|
$769K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1873
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$768K
|
+$5.34K
|
1
|
0.23%
|
Increased
|
|
|
1874
|
Fort Point Capital Partners
San Francisco,
California
|
$766K
|
-$7.8K
|
1
|
0.08%
|
Reduced
|
|
|
1875
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$764K
|
-$140K
|
1
|
0%
|
Reduced
|
|