|
1901
|
TriaGen Wealth Management
Calabasas,
California
|
$470K
|
+$15.5K
|
1
|
0.18%
|
Increased
|
|
|
1902
|
Country Trust Bank
Bloomington,
Illinois
|
$469K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1903
|
LVZ Inc
Holland,
Michigan
|
$469K
|
+$36.5K
|
1
|
0.06%
|
Increased
|
|
|
1904
|
Weaver Consulting Group
Huntington Beach,
California
|
$469K
|
-$17.4K
|
1
|
0.16%
|
Reduced
|
|
|
1905
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$468K
|
+$470K
|
1
|
0.14%
|
New
|
|
|
1906
|
Eagle Capital Management (New York)
New York
|
$467K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1907
|
Cromwell Holdings
Jackson,
Wyoming
|
$466K
|
+$468K
|
1
|
0.28%
|
New
|
|
|
1908
|
Tortoise Investment Management
White Plains,
New York
|
$465K
|
+$174
|
2
|
0.05%
|
Increased
|
|
|
1909
|
Barrett & Company
Providence,
Rhode Island
|
$464K
|
+$1.04K
|
1
|
0.21%
|
Increased
|
|
|
1910
|
MWA Asset Management
Lexington,
Massachusetts
|
$464K
|
-$3.65K
|
1
|
0.33%
|
Reduced
|
|
|
1911
|
Lakeside Advisors
Seattle,
Washington
|
$463K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1912
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$462K
|
-$99.4K
|
1
|
0.23%
|
Reduced
|
|
|
1913
|
Opal Wealth Advisors
Jericho,
New York
|
$462K
|
-$43.8K
|
1
|
0.15%
|
Reduced
|
|
|
1914
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$462K
|
+$209K
|
2
|
0.03%
|
Increased
|
|
|
1915
|
Trueblood Wealth Management
Lima,
Ohio
|
$461K
|
+$98.7K
|
1
|
0.26%
|
Increased
|
|
|
1916
|
Spirit of America Management Corp
Syosset,
New York
|
$461K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1917
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$460K
|
+$44K
|
1
|
0.05%
|
Increased
|
|
|
1918
|
Centric Wealth Management
Chicago,
Illinois
|
$460K
|
+$85.5K
|
1
|
0.13%
|
Increased
|
|
|
1919
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$458K
|
-$1.39K
|
1
|
0.03%
|
Reduced
|
|
|
1920
|
Autumn Glory Partners
Dallas,
Texas
|
$457K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1921
|
Saybrook Capital
Winston Salem,
North Carolina
|
$456K
|
-$117K
|
1
|
0.13%
|
Reduced
|
|
|
1922
|
Gryphon Financial Partners
Columbus,
Ohio
|
$455K
|
+$16.9K
|
1
|
0.07%
|
Increased
|
|
|
1923
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$452K
|
+$35.6K
|
1
|
0.04%
|
Increased
|
|
|
1924
|
HTLF Bank
Denver,
Colorado
|
$451K
|
-$52.1K
|
1
|
0.05%
|
Reduced
|
|
|
1925
|
CKW Financial Group
Honolulu,
Hawaii
|
$449K
|
+$2.61K
|
1
|
0.06%
|
Increased
|
|
