|
1876
|
Icon Wealth Advisors
Houston,
Texas
|
$204K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1877
|
Essex Savings Bank
Essex,
Connecticut
|
$204K
|
+$212K
|
1
|
0.05%
|
New
|
|
|
1878
|
SkyOak Wealth
Southfield,
Michigan
|
$203K
|
-$61.4K
|
1
|
0.04%
|
Reduced
|
|
|
1879
|
Marcum Wealth
Cleveland,
Ohio
|
$203K
|
-$885
|
1
|
0.02%
|
Reduced
|
|
|
1880
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$203K
|
-$73.6K
|
1
|
0.01%
|
Reduced
|
|
|
1881
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$203K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1882
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$202K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1883
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$202K
|
+$313
|
1
|
0.03%
|
Increased
|
|
|
1884
|
Garrison Bradford & Associates
New York
|
$202K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1885
|
180 Wealth Advisors
Federal Way,
Washington
|
$202K
|
+$220K
|
1
|
0.03%
|
New
|
|
|
1886
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$202K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1887
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$201K
|
+$212K
|
1
|
0.17%
|
New
|
|
|
1888
|
Advisor OS
Chicago,
Illinois
|
$201K
|
-$29.6K
|
1
|
0.02%
|
Reduced
|
|
|
1889
|
Longboard Asset Management
Phoenix,
Arizona
|
$200K
|
+$214K
|
1
|
0.53%
|
New
|
|
|
1890
|
Security National Bank
Omaha,
Nebraska
|
$195K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1891
|
Menard Financial Group
Houston,
Texas
|
$194K
|
+$203K
|
2
|
0.12%
|
New
|
|
|
1892
|
Addison Advisors
Middlebury,
Vermont
|
$191K
|
-$4.05K
|
3
|
0.05%
|
Reduced
|
|
|
1893
|
Founders Capital Management (Texas)
Houston,
Texas
|
$191K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
1894
|
Clean Yield Group
Norwich,
Vermont
|
$187K
|
-$2.2K
|
3
|
0.06%
|
Reduced
|
|
|
1895
|
Stance Capital
Boston,
Massachusetts
|
$184K
|
+$194K
|
4
|
0.11%
|
New
|
|
|
1896
|
Hemington Wealth Management
Falls Church,
Virginia
|
$176K
|
+$12.9K
|
9
|
0.04%
|
Increased
|
|
|
1897
|
Orion Capital Management
Coronado,
California
|
$175K
|
+$187K
|
2
|
0.08%
|
New
|
|
|
1898
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$165K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1899
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$165K
|
-$4.94K
|
1
|
0.17%
|
Reduced
|
|
|
1900
|
Avalon Trust
Santa Fe,
New Mexico
|
$165K
|
-$38.2K
|
4
|
0.01%
|
Reduced
|
|