|
1901
|
Gemmer Asset Management
Walnut Creek,
California
|
$225K
|
+$2K
|
13
|
0.13%
|
Increased
|
|
|
1902
|
Nelson Capital Management
Menlo Park,
California
|
$225K
|
-$34.8K
|
4
|
0.08%
|
Reduced
|
|
|
1903
|
Lau Associates
Greenville,
Delaware
|
$224K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1904
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$216K
|
+$192K
|
1
|
0.13%
|
New
|
|
|
1905
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$215K
|
+$86.5K
|
3
|
0.21%
|
Increased
|
|
|
1906
|
King Wealth Management Group
Naples,
Florida
|
$214K
|
+$200K
|
1
|
0.12%
|
New
|
|
|
1907
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$209K
|
+$194K
|
1
|
0.18%
|
New
|
|
|
1908
|
Girard Securities
San Diego,
California
|
$208K
|
+$183K
|
1
|
0.2%
|
New
|
|
|
1909
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$208K
|
+$194K
|
1
|
0.01%
|
New
|
|
|
1910
|
Greystone Investment Management
Cincinnati,
Ohio
|
$207K
|
+$183K
|
1
|
0.09%
|
New
|
|
|
1911
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$206K
|
$0
|
2
|
0.69%
|
Maintained
|
|
|
1912
|
Armbruster Capital Management
Pittsford,
New York
|
$205K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
1913
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$205K
|
-$15.7K
|
1
|
0.03%
|
Reduced
|
|
|
1914
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$202K
|
-$102K
|
1
|
0.41%
|
Reduced
|
|
|
1915
|
Signet Financial Management
Parsippany,
New Jersey
|
$201K
|
-$95.7K
|
1
|
0.04%
|
Reduced
|
|
|
1916
|
American Financial Group
Cincinnati,
Ohio
|
$200K
|
+$178K
|
1
|
0.01%
|
New
|
|
|
1917
|
SFMG Wealth Advisors
Plano,
Texas
|
$200K
|
+$178K
|
1
|
0.04%
|
New
|
|
|
1918
|
QCI Asset Management
Pittsford,
New York
|
$196K
|
+$3.94K
|
5
|
0.03%
|
Increased
|
|
|
1919
|
Point72 Hong Kong
Hong Kong
|
$186K
|
+$125K
|
5
|
0.36%
|
Increased
|
|
|
1920
|
Denali Advisors
San Diego,
California
|
$179K
|
-$472K
|
2
|
0.04%
|
Reduced
|
|
|
1921
|
Proficio Capital Partners
Newton,
Massachusetts
|
$178K
|
+$115K
|
10
|
0.15%
|
Increased
|
|
|
1922
|
Perkins Coie Trust Company
Seattle,
Washington
|
$177K
|
-$5.72K
|
3
|
0.12%
|
Reduced
|
|
|
1923
|
Raffa Wealth Management
Washington,
District of Columbia
|
$173K
|
$0
|
9
|
0.1%
|
Maintained
|
|
|
1924
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$170K
|
+$121K
|
2
|
0.13%
|
Increased
|
|
|
1925
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$168K
|
$0
|
1
|
0.04%
|
Maintained
|
|