|
1301
|
Essex Financial Services
Essex,
Connecticut
|
$95.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1302
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$94.3K
|
+$53.8K
|
5
|
0.07%
|
Increased
|
|
|
1303
|
First Horizon Advisors
Memphis,
Tennessee
|
$92.2K
|
-$3.87K
|
6
|
0%
|
Reduced
|
|
|
1304
|
Brown Brothers Harriman & Co
New York
|
$91.6K
|
+$15.1K
|
3
|
0%
|
Increased
|
|
|
1305
|
Versant Capital Management
Phoenix,
Arizona
|
$86.2K
|
+$46K
|
5
|
0.02%
|
Increased
|
|
|
1306
|
NKCFO LLC
Geneva,
Illinois
|
$83K
|
+$71.8K
|
1
|
0.05%
|
New
|
|
|
1307
|
Cavalry Management Group
San Francisco,
California
|
$82.2K
|
+$82.2K
|
1
|
0.01%
|
New
|
|
|
1308
|
Inscription Capital
Houston,
Texas
|
$81.9K
|
+$1.19K
|
1
|
0.01%
|
Increased
|
|
|
1309
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$80.7K
|
+$46.4K
|
1
|
0.01%
|
New
|
|
|
1310
|
MV Capital Management
Bethesda,
Maryland
|
$80.6K
|
-$81
|
4
|
0.01%
|
Reduced
|
|
|
1311
|
TTP Investments
San Jose,
California
|
$79.5K
|
+$79.5K
|
1
|
0.03%
|
New
|
|
|
1312
|
Elevation Wealth Partners
Santa Rosa,
California
|
$78.6K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1313
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$78.1K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1314
|
Oxford Financial Group
Carmel,
Indiana
|
$78K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1315
|
Family Management
New York
|
$73.4K
|
+$107K
|
2
|
0.01%
|
New
|
|
|
1316
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$72.6K
|
+$18K
|
1
|
0.05%
|
Increased
|
|
|
1317
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$71.6K
|
+$67.7K
|
1
|
0.04%
|
New
|
|
|
1318
|
Global Assets Advisory
Orlando,
Florida
|
$71.3K
|
+$72.5K
|
1
|
0.04%
|
New
|
|
|
1319
|
Asset Dedication LLC
San Francisco,
California
|
$71K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
1320
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$70.7K
|
+$51.4K
|
6
|
0%
|
Increased
|
|
|
1321
|
Ramirez Asset Management
New York
|
$70.2K
|
+$38.8K
|
3
|
0.01%
|
Increased
|
|
|
1322
|
LGT Financial Advisors
Dallas,
Texas
|
$70.1K
|
+$21K
|
4
|
0.08%
|
Increased
|
|
|
1323
|
TD Private Client Wealth
New York
|
$68.4K
|
+$13.3K
|
4
|
0%
|
Increased
|
|
|
1324
|
Shufro Rose & Co
New York
|
$68K
|
+$68.2K
|
1
|
0.01%
|
New
|
|
|
1325
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$67.8K
|
+$30.6K
|
12
|
0.01%
|
Increased
|
|