|
1876
|
Harvey Investment Company
Louisville,
Kentucky
|
$550K
|
-$9.12K
|
1
|
0.06%
|
Reduced
|
|
|
1877
|
Orion Capital Management
Coronado,
California
|
$550K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1878
|
Opinicus Capital
Tampa,
Florida
|
$550K
|
-$18.4K
|
1
|
0.49%
|
Reduced
|
|
|
1879
|
Truvestments Capital
Sarasota,
Florida
|
$550K
|
-$81.7K
|
1
|
0.21%
|
Reduced
|
|
|
1880
|
Karpas Strategies
Litchfield,
Connecticut
|
$549K
|
+$547
|
1
|
0.17%
|
Increased
|
|
|
1881
|
Austin Private Wealth
Austin,
Texas
|
$548K
|
+$74.8K
|
1
|
0.06%
|
Increased
|
|
|
1882
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$548K
|
+$795K
|
1
|
0.39%
|
New
|
|
|
1883
|
Planning Alternatives
Birmingham,
Michigan
|
$548K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1884
|
Bramshill Investments
Naples,
Florida
|
$547K
|
-$182K
|
1
|
0.06%
|
Reduced
|
|
|
1885
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$547K
|
-$54.7K
|
1
|
0.06%
|
Reduced
|
|
|
1886
|
Ballast Advisors
Woodbury,
Minnesota
|
$547K
|
+$92.9K
|
1
|
0.18%
|
Increased
|
|
|
1887
|
Bridgeway Capital Management
Houston,
Texas
|
$547K
|
+$91.4K
|
1
|
0.01%
|
Increased
|
|
|
1888
|
Bank of Hawaii
Honolulu,
Hawaii
|
$546K
|
-$109K
|
1
|
0.03%
|
Reduced
|
|
|
1889
|
Waterway Wealth Management
The Woodlands,
Texas
|
$546K
|
+$40.5K
|
1
|
0.24%
|
Increased
|
|
|
1890
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$546K
|
-$15.9K
|
1
|
0.4%
|
Reduced
|
|
|
1891
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$545K
|
-$213K
|
1
|
0.13%
|
Reduced
|
|
|
1892
|
D'Orazio & Associates
Falls Church,
Virginia
|
$544K
|
+$2.74K
|
1
|
0.09%
|
Increased
|
|
|
1893
|
Magnus Financial Group
New York
|
$543K
|
+$14.6K
|
1
|
0.06%
|
Increased
|
|
|
1894
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$542K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1895
|
West Michigan Advisors
Holland,
Michigan
|
$542K
|
+$42.1K
|
1
|
0.18%
|
Increased
|
|
|
1896
|
|
$542K
|
+$519K
|
2
|
0%
|
Increased
|
|
|
1897
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$542K
|
+$126K
|
1
|
0.05%
|
Increased
|
|
|
1898
|
Ignite Planners
San Clemente,
California
|
$539K
|
-$392K
|
1
|
0.15%
|
Reduced
|
|
|
1899
|
Thomasville National Bank
Thomasville,
Georgia
|
$539K
|
+$1.82K
|
1
|
0.04%
|
Increased
|
|
|
1900
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$538K
|
+$21.9K
|
1
|
0.08%
|
Increased
|
|
