|
1901
|
New Republic Capital
Charlotte,
North Carolina
|
$202K
|
+$201K
|
1
|
0.07%
|
New
|
|
|
1902
|
North Dallas Bank & Trust
Dallas,
Texas
|
$202K
|
+$189K
|
1
|
0.15%
|
New
|
|
|
1903
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$202K
|
+$189K
|
1
|
0.05%
|
New
|
|
|
1904
|
Baker Avenue Asset Management
San Francisco,
California
|
$201K
|
+$196K
|
1
|
0.01%
|
New
|
|
|
1905
|
FAS Wealth Partners
Leawood,
Kansas
|
$201K
|
+$186K
|
1
|
0.01%
|
New
|
|
|
1906
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$201K
|
+$188K
|
1
|
0.06%
|
New
|
|
|
1907
|
Griffin Asset Management
New York
|
$201K
|
-$30K
|
1
|
0.02%
|
Reduced
|
|
|
1908
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$200K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1909
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$200K
|
-$4.52K
|
1
|
0.03%
|
Reduced
|
|
|
1910
|
Archer Investment Corporation
Carmel,
Indiana
|
$200K
|
+$55.5K
|
3
|
0.05%
|
Increased
|
|
|
1911
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$198K
|
-$8.77K
|
4
|
0.02%
|
Reduced
|
|
|
1912
|
SBI Securities
Tokyo,
Japan
|
$193K
|
-$1.7K
|
9
|
0.01%
|
Reduced
|
|
|
1913
|
|
$192K
|
-$204K
|
3
|
0.08%
|
Reduced
|
|
|
1914
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$191K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1915
|
Founders Capital Management (Texas)
Houston,
Texas
|
$187K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1916
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$187K
|
-$4.3K
|
1
|
0.09%
|
Reduced
|
|
|
1917
|
BankPlus Trust Department
Jackson,
Mississippi
|
$180K
|
+$107K
|
1
|
0.05%
|
Increased
|
|
|
1918
|
Clean Yield Group
Norwich,
Vermont
|
$179K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1919
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$179K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1920
|
Banque de Luxembourg
Luxembourg
|
$175K
|
$0
|
2
|
0.1%
|
Maintained
|
|
|
1921
|
Compass Financial Services
West Des Moines,
Iowa
|
$169K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1922
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$167K
|
+$154K
|
2
|
0.08%
|
Increased
|
|
|
1923
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$167K
|
+$321
|
3
|
0%
|
Increased
|
|
|
1924
|
Sachetta
Lynnfield,
Massachusetts
|
$166K
|
-$65.8K
|
5
|
0.07%
|
Reduced
|
|
|
1925
|
USA Financial Formulas
Ada,
Michigan
|
$165K
|
-$29K
|
2
|
0.03%
|
Reduced
|
|