|
1876
|
PGIM Custom Harvest
Newark,
New Jersey
|
$930K
|
+$93.9K
|
1
|
0.01%
|
Increased
|
|
|
1877
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$929K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1878
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$928K
|
+$806K
|
1
|
0.39%
|
New
|
|
|
1879
|
Channel Wealth
Santa Barbara,
California
|
$922K
|
-$82.7K
|
1
|
0.21%
|
Reduced
|
|
|
1880
|
Private Management Group
Irvine,
California
|
$921K
|
+$2.04K
|
1
|
0.02%
|
Increased
|
|
|
1881
|
WrapManager Inc
Mill Valley,
California
|
$921K
|
+$800K
|
1
|
0.29%
|
New
|
|
|
1882
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$918K
|
+$858K
|
1
|
0.17%
|
New
|
|
|
1883
|
Welch Group
Birmingham,
Alabama
|
$914K
|
-$23.5K
|
1
|
0.03%
|
Reduced
|
|
|
1884
|
Verum Partners
Charlotte,
North Carolina
|
$914K
|
-$51K
|
1
|
0.14%
|
Reduced
|
|
|
1885
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$914K
|
+$80.6K
|
1
|
0.06%
|
Increased
|
|
|
1886
|
|
$913K
|
-$24.5K
|
1
|
0.09%
|
Reduced
|
|
|
1887
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$912K
|
+$34.7K
|
1
|
0.14%
|
Increased
|
|
|
1888
|
Duncker Streett & Co
St. Louis,
Missouri
|
$912K
|
+$387K
|
1
|
0.15%
|
Increased
|
|
|
1889
|
Elevatus Welath Management
Victor,
New York
|
$911K
|
+$549K
|
1
|
0.22%
|
Increased
|
|
|
1890
|
Disciplined Investors
Waco,
Texas
|
$909K
|
+$111K
|
1
|
0.45%
|
Increased
|
|
|
1891
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$909K
|
+$417K
|
1
|
0.06%
|
Increased
|
|
|
1892
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$907K
|
-$19.4K
|
1
|
0.5%
|
Reduced
|
|
|
1893
|
Evermay Wealth Management
Arlington,
Virginia
|
$904K
|
+$101K
|
2
|
0.09%
|
Increased
|
|
|
1894
|
|
$903K
|
-$191K
|
1
|
0.12%
|
Reduced
|
|
|
1895
|
Wallace Hart
Lexington,
Kentucky
|
$903K
|
+$785K
|
1
|
0.56%
|
New
|
|
|
1896
|
Weaver Capital Management
Suwanee,
Georgia
|
$903K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1897
|
First Financial Bankshares
Abilene,
Texas
|
$902K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1898
|
Members Trust
Tampa,
Florida
|
$902K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1899
|
Drake & Associates
Waukesha,
Wisconsin
|
$902K
|
-$6.12K
|
1
|
0.15%
|
Reduced
|
|
|
1900
|
Tyche Wealth Partners
Plano,
Texas
|
$896K
|
+$81.7K
|
1
|
0.13%
|
Increased
|
|