|
1801
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.03M
|
+$463K
|
1
|
0.1%
|
Increased
|
|
|
1802
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.02M
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1803
|
Bay Rivers Group
Williamsburg,
Virginia
|
$1.02M
|
+$20.4K
|
1
|
0.35%
|
Increased
|
|
|
1804
|
Lake Hills Wealth Management
Austin,
Texas
|
$1.02M
|
+$239K
|
1
|
0.46%
|
Increased
|
|
|
1805
|
Uniting Wealth Partners
Mission,
Kansas
|
$1.02M
|
-$34.7K
|
1
|
0.21%
|
Reduced
|
|
|
1806
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.02M
|
+$403K
|
1
|
0.28%
|
Increased
|
|
|
1807
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.02M
|
+$308K
|
1
|
0.03%
|
Increased
|
|
|
1808
|
Cannell & Spears
New York
|
$1.02M
|
-$12.2K
|
1
|
0.02%
|
Reduced
|
|
|
1809
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.01M
|
-$35.7K
|
1
|
0.27%
|
Reduced
|
|
|
1810
|
Algebris (UK)
London,
United Kingdom
|
$1.01M
|
-$635K
|
1
|
0.07%
|
Reduced
|
|
|
1811
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$1.01M
|
+$114K
|
1
|
0.16%
|
Increased
|
|
|
1812
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.01M
|
+$179K
|
1
|
0.2%
|
Increased
|
|
|
1813
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.01M
|
+$205K
|
1
|
0.27%
|
Increased
|
|
|
1814
|
Income Insurance Ltd
Singapore,
|
$1.01M
|
+$40.8K
|
1
|
0.6%
|
Increased
|
|
|
1815
|
Excalibur Management
Waltham,
Massachusetts
|
$1M
|
-$4.08K
|
1
|
0.33%
|
Reduced
|
|
|
1816
|
Bruce G. Allen Investments
Denver,
Colorado
|
$1M
|
-$11.2K
|
1
|
0.64%
|
Reduced
|
|
|
1817
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1M
|
+$39.8K
|
1
|
0.19%
|
Increased
|
|
|
1818
|
Westmount Partners
Los Angeles,
California
|
$1M
|
+$103K
|
1
|
0.22%
|
Increased
|
|
|
1819
|
Monte Financial Group
Guilford,
Connecticut
|
$997K
|
+$15.3K
|
1
|
0.32%
|
Increased
|
|
|
1820
|
Shah Wealth Advisors
Chino Hills,
California
|
$995K
|
+$865K
|
1
|
0.23%
|
New
|
|
|
1821
|
M.E. Allison & Co
San Antonio,
Texas
|
$994K
|
$0
|
1
|
0.57%
|
Maintained
|
|
|
1822
|
Mairs & Power Inc
St Paul,
Minnesota
|
$994K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1823
|
Millstone Evans Group
Boulder,
Colorado
|
$994K
|
-$479K
|
1
|
0.54%
|
Reduced
|
|
|
1824
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$993K
|
-$47K
|
1
|
0.25%
|
Reduced
|
|
|
1825
|
Alchemi Wealth
Essex,
Connecticut
|
$990K
|
+$110K
|
1
|
0.46%
|
Increased
|
|