|
1901
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.3M
|
-$5.99K
|
1
|
0.43%
|
Reduced
|
|
|
1902
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$1.29M
|
+$14.4K
|
3
|
0.8%
|
Increased
|
|
|
1903
|
Holistic Planning
Nacogdoches,
Texas
|
$1.29M
|
+$248K
|
2
|
0.28%
|
Increased
|
|
|
1904
|
Oxbow Advisors
Austin,
Texas
|
$1.29M
|
-$57.5K
|
1
|
0.11%
|
Reduced
|
|
|
1905
|
United Bank (Georgia)
Zebulon,
Georgia
|
$1.29M
|
-$88.3K
|
1
|
0.44%
|
Reduced
|
|
|
1906
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.29M
|
+$3.26K
|
3
|
0.25%
|
Increased
|
|
|
1907
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.29M
|
-$47.4K
|
3
|
0.85%
|
Reduced
|
|
|
1908
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.29M
|
-$17.1K
|
1
|
0.17%
|
Reduced
|
|
|
1909
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.29M
|
+$2.7K
|
1
|
0.34%
|
Increased
|
|
|
1910
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.29M
|
-$3K
|
1
|
0.21%
|
Reduced
|
|
|
1911
|
Weil Company
San Diego,
California
|
$1.29M
|
-$59.6K
|
2
|
0.3%
|
Reduced
|
|
|
1912
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.28M
|
-$40.7K
|
1
|
0.33%
|
Reduced
|
|
|
1913
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$1.28M
|
-$143K
|
2
|
0.84%
|
Reduced
|
|
|
1914
|
SMART Wealth
Omaha,
Nebraska
|
$1.28M
|
-$18.6K
|
1
|
0.39%
|
Reduced
|
|
|
1915
|
Focused Alpha LLC
Denver,
Colorado
|
$1.28M
|
+$1.29M
|
1
|
0.38%
|
New
|
|
|
1916
|
Waddell & Associates
Memphis,
Tennessee
|
$1.28M
|
-$11.1K
|
1
|
0.09%
|
Reduced
|
|
|
1917
|
ExodusPoint Capital Management
New York
|
$1.28M
|
+$1.87M
|
2
|
0.01%
|
New
|
|
|
1918
|
Curat Global
Springfield,
New Hampshire
|
$1.28M
|
-$404K
|
1
|
1.42%
|
Reduced
|
|
|
1919
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$1.28M
|
-$306K
|
1
|
0.4%
|
Reduced
|
|
|
1920
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.28M
|
+$312K
|
1
|
0.08%
|
Increased
|
|
|
1921
|
Spirepoint Private Client
Vero Beach,
Florida
|
$1.27M
|
+$11.7K
|
1
|
0.12%
|
Increased
|
|
|
1922
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$1.27M
|
-$3K
|
1
|
0.56%
|
Reduced
|
|
|
1923
|
Matisse Capital
Portland,
Oregon
|
$1.27M
|
+$330K
|
3
|
0.57%
|
Increased
|
|
|
1924
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.27M
|
+$4.31M
|
1
|
0.3%
|
Increased
|
|
|
1925
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.26M
|
$0
|
1
|
0.07%
|
Maintained
|
|