|
1801
|
Confluence Wealth Management
Portland,
Oregon
|
$1.32M
|
+$11.7K
|
2
|
0.64%
|
Increased
|
|
|
1802
|
Kavi Asset Management
New York
|
$1.31M
|
+$1.06M
|
1
|
1.13%
|
New
|
|
|
1803
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$1.31M
|
+$30.4K
|
3
|
0.29%
|
Increased
|
|
|
1804
|
Financial Engines Advisors
Santa Clara,
California
|
$1.31M
|
+$14.7K
|
1
|
1.04%
|
Increased
|
|
|
1805
|
Argent Trust
San Antonio,
Texas
|
$1.3M
|
-$6.9K
|
2
|
0.4%
|
Reduced
|
|
|
1806
|
First Houston Capital
Houston,
Texas
|
$1.3M
|
+$1.18M
|
1
|
1.31%
|
New
|
|
|
1807
|
KWMG LLC
Overland Park,
Kansas
|
$1.3M
|
-$54.8K
|
2
|
0.63%
|
Reduced
|
|
|
1808
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.29M
|
-$98.1K
|
3
|
1.19%
|
Reduced
|
|
|
1809
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.28M
|
+$1.14M
|
4
|
0.27%
|
Increased
|
|
|
1810
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$1.28M
|
-$66.8K
|
2
|
0.45%
|
Reduced
|
|
|
1811
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$1.28M
|
+$1.14M
|
2
|
0.03%
|
Increased
|
|
|
1812
|
Guardian Life Insurance
New York
|
$1.28M
|
-$1.66K
|
6
|
0.12%
|
Reduced
|
|
|
1813
|
Manchester Capital Management
Manchester,
Vermont
|
$1.27M
|
-$291K
|
6
|
0.19%
|
Reduced
|
|
|
1814
|
Beacon Trust
Morristown,
New Jersey
|
$1.27M
|
-$68.6K
|
2
|
0.21%
|
Reduced
|
|
|
1815
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.27M
|
+$122K
|
2
|
0.51%
|
Increased
|
|
|
1816
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$1.26M
|
+$19K
|
4
|
0.86%
|
Increased
|
|
|
1817
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.23M
|
+$1.29M
|
1
|
0.15%
|
New
|
|
|
1818
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.23M
|
+$773K
|
2
|
0.24%
|
Increased
|
|
|
1819
|
Legg Mason Asset Management
Tokyo,
Japan
|
$1.23M
|
$0
|
1
|
1.24%
|
Maintained
|
|
|
1820
|
Dowling & Yahnke
San Diego,
California
|
$1.23M
|
-$12.5K
|
2
|
0.14%
|
Reduced
|
|
|
1821
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.23M
|
$0
|
3
|
0.97%
|
Maintained
|
|
|
1822
|
|
$1.22M
|
+$1.04M
|
3
|
1.08%
|
Increased
|
|
|
1823
|
Oakworth Capital
Birmingham,
Alabama
|
$1.22M
|
-$184K
|
8
|
0.42%
|
Reduced
|
|
|
1824
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.21M
|
+$43.9K
|
2
|
0.32%
|
Increased
|
|
|
1825
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.21M
|
+$173K
|
3
|
0.14%
|
Increased
|
|