|
1901
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$204K
|
+$9.52K
|
1
|
0.06%
|
Increased
|
|
|
1902
|
MGB Wealth Management
Addison,
Texas
|
$202K
|
+$203K
|
1
|
0.06%
|
New
|
|
|
1903
|
NWF Advisory Services
Los Angeles,
California
|
$202K
|
+$6.78K
|
1
|
0.02%
|
Increased
|
|
|
1904
|
Avory & Company
Miami,
Florida
|
$202K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1905
|
Parsonex Advisory Services
Englewood,
Colorado
|
$202K
|
-$1.58M
|
1
|
0.14%
|
Reduced
|
|
|
1906
|
Everpar Advisors
Tulsa,
Oklahoma
|
$202K
|
+$18.7K
|
1
|
0.08%
|
Increased
|
|
|
1907
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$201K
|
-$2.82K
|
1
|
0.12%
|
Reduced
|
|
|
1908
|
|
$201K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1909
|
Trillium Asset Management
Boston,
Massachusetts
|
$201K
|
-$7.05K
|
1
|
0.01%
|
Reduced
|
|
|
1910
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$200K
|
+$201K
|
1
|
0.07%
|
New
|
|
|
1911
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$200K
|
-$121K
|
1
|
0.01%
|
Reduced
|
|
|
1912
|
IMS Capital Management
Portland,
Oregon
|
$200K
|
-$12.1K
|
1
|
0.09%
|
Reduced
|
|
|
1913
|
W Advisors LLC
Germantown,
Tennessee
|
$200K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1914
|
Monetary Management Group
St Louis,
Missouri
|
$199K
|
+$198K
|
2
|
0.05%
|
Increased
|
|
|
1915
|
North Star Investment Management
Chicago,
Illinois
|
$198K
|
+$56.6K
|
3
|
0.01%
|
Increased
|
|
|
1916
|
Arlington Trust
Birmingham,
Alabama
|
$195K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1917
|
High Note Wealth
Deephaven,
Minnesota
|
$194K
|
+$6.38K
|
2
|
0.04%
|
Increased
|
|
|
1918
|
Steph & Co
Marinette,
Wisconsin
|
$192K
|
+$61K
|
2
|
0.06%
|
Increased
|
|
|
1919
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$192K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1920
|
Carmignac Gestion
Paris,
France
|
$189K
|
+$190K
|
1
|
0%
|
New
|
|
|
1921
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$186K
|
-$141
|
2
|
0.13%
|
Reduced
|
|
|
1922
|
Spirit of America Management Corp
Syosset,
New York
|
$186K
|
+$33.9K
|
1
|
0.04%
|
Increased
|
|
|
1923
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$185K
|
+$194K
|
2
|
0.02%
|
New
|
|
|
1924
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$182K
|
$0
|
2
|
0.51%
|
Maintained
|
|
|
1925
|
Chesapeake Asset Management
New York
|
$181K
|
+$176K
|
3
|
0.16%
|
Increased
|
|