|
1851
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$1.67M
|
+$228K
|
1
|
0.16%
|
Increased
|
|
|
1852
|
Cornerstone Management
Duluth,
Georgia
|
$1.67M
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1853
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.66M
|
+$32.8K
|
1
|
0.76%
|
Increased
|
|
|
1854
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.65M
|
-$18.6K
|
6
|
0.71%
|
Reduced
|
|
|
1855
|
Kopp Family Office
Bloomington,
Minnesota
|
$1.65M
|
-$2.42M
|
1
|
1.01%
|
Reduced
|
|
|
1856
|
Werlinich Asset Management
Stamford,
Connecticut
|
$1.65M
|
+$1.61M
|
1
|
0.63%
|
New
|
|
|
1857
|
Simplicity Wealth
Summit,
New Jersey
|
$1.65M
|
+$1.07M
|
5
|
0.06%
|
Increased
|
|
|
1858
|
Alerus Financial
Grand Forks,
North Dakota
|
$1.65M
|
-$1.41M
|
3
|
0.07%
|
Reduced
|
|
|
1859
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.65M
|
$0
|
1
|
0.48%
|
Maintained
|
|
|
1860
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$1.65M
|
+$1.45M
|
1
|
0.63%
|
New
|
|
|
1861
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.64M
|
+$1.03M
|
4
|
0.12%
|
Increased
|
|
|
1862
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$1.64M
|
-$404K
|
3
|
1.11%
|
Reduced
|
|
|
1863
|
Alesco Advisors
Pittsford,
New York
|
$1.64M
|
+$2.03K
|
2
|
0.04%
|
Increased
|
|
|
1864
|
Apella Capital
West Hartford,
Connecticut
|
$1.63M
|
-$244K
|
3
|
0.02%
|
Reduced
|
|
|
1865
|
Golden State Wealth Management
Santa Ana,
California
|
$1.63M
|
+$1.16M
|
13
|
0.15%
|
Increased
|
|
|
1866
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$1.62M
|
-$2.02K
|
1
|
1.46%
|
Reduced
|
|
|
1867
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.62M
|
-$23.8K
|
9
|
0.23%
|
Reduced
|
|
|
1868
|
Evolve Private Wealth
Los Angeles,
California
|
$1.62M
|
-$2.26M
|
4
|
0.1%
|
Reduced
|
|
|
1869
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$1.61M
|
-$67.2K
|
7
|
1.09%
|
Reduced
|
|
|
1870
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.61M
|
+$212K
|
1
|
0.45%
|
Increased
|
|
|
1871
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.61M
|
-$26.1K
|
4
|
0.13%
|
Reduced
|
|
|
1872
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$1.6M
|
$0
|
1
|
0.77%
|
Maintained
|
|
|
1873
|
Curated Wealth Partners
El Segundo,
California
|
$1.6M
|
-$97.3K
|
2
|
0.19%
|
Reduced
|
|
|
1874
|
Encompass Wealth Advisors
Portland,
Oregon
|
$1.6M
|
-$6.48K
|
1
|
0.49%
|
Reduced
|
|
|
1875
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.59M
|
-$1.07M
|
13
|
0.26%
|
Reduced
|
|