|
1926
|
Avidian Wealth Enterprises
Houston,
Texas
|
$217K
|
-$23.7K
|
1
|
0.09%
|
Reduced
|
|
|
1927
|
Soros Fund Management
New York
|
$216K
|
+$215K
|
1
|
0.01%
|
New
|
|
|
1928
|
Oakworth Capital
Birmingham,
Alabama
|
$215K
|
+$16.4K
|
4
|
0.07%
|
Increased
|
|
|
1929
|
Petrus Trust Company
Dallas,
Texas
|
$215K
|
+$207K
|
1
|
0.05%
|
New
|
|
|
1930
|
SNS Financial Group
Minneapolis,
Minnesota
|
$215K
|
+$215K
|
1
|
0.06%
|
New
|
|
|
1931
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$214K
|
+$101K
|
2
|
0.17%
|
Increased
|
|
|
1932
|
Segment Wealth Management
Houston,
Texas
|
$213K
|
-$1.49M
|
1
|
0.08%
|
Reduced
|
|
|
1933
|
Capital International Sarl
Los Angeles,
California
|
$212K
|
-$187K
|
1
|
0.02%
|
Reduced
|
|
|
1934
|
VNBTrust National Association
Charlottesville,
Virginia
|
$212K
|
+$203K
|
1
|
0.12%
|
New
|
|
|
1935
|
Wimmer Associates 1
Pasadena,
California
|
$212K
|
+$117
|
1
|
0.2%
|
Increased
|
|
|
1936
|
Stonebridge Capital Management
Los Angeles,
California
|
$211K
|
+$202K
|
1
|
0.09%
|
New
|
|
|
1937
|
Lehman Financial Resources
Media,
Pennsylvania
|
$210K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1938
|
Tiemann Investment Advisors
Menlo Park,
California
|
$210K
|
-$46.6K
|
1
|
0.21%
|
Reduced
|
|
|
1939
|
AllSquare Wealth Management
Albany,
New York
|
$209K
|
+$9.15K
|
5
|
0.19%
|
Increased
|
|
|
1940
|
Keel Point
Huntsville,
Alabama
|
$207K
|
+$206K
|
1
|
0.05%
|
New
|
|
|
1941
|
Northeast Investment Management
Boston,
Massachusetts
|
$207K
|
+$199K
|
1
|
0.02%
|
New
|
|
|
1942
|
White Pine Investment Company
Livonia,
Michigan
|
$207K
|
+$199K
|
1
|
0.11%
|
New
|
|
|
1943
|
Albion Financial Group
Salt Lake City,
Utah
|
$206K
|
+$198K
|
1
|
0.03%
|
New
|
|
|
1944
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$206K
|
+$198K
|
1
|
0.03%
|
New
|
|
|
1945
|
Kazazian Asset Management
Fort Lauderdale,
Florida
|
$205K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1946
|
WrapManager Inc
Mill Valley,
California
|
$205K
|
+$4.8K
|
1
|
0.08%
|
Increased
|
|
|
1947
|
Circle Wealth Management
Summit,
New Jersey
|
$203K
|
+$195K
|
1
|
0.11%
|
New
|
|
|
1948
|
Risk Paradigm Group
Austin,
Texas
|
$199K
|
+$27.2K
|
1
|
0.22%
|
Increased
|
|
|
1949
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$196K
|
+$201K
|
1
|
0.08%
|
New
|
|
|
1950
|
Crosspoint Capital Strategies
Orinda,
California
|
$191K
|
+$15
|
3
|
0.17%
|
Increased
|
|