|
601
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$887K
|
+$61.8K
|
1
|
0.01%
|
Increased
|
|
|
602
|
KeyBank National Association
Cleveland,
Ohio
|
$887K
|
-$350K
|
2
|
0%
|
Reduced
|
|
|
603
|
Requisite Capital Management
Dallas,
Texas
|
$886K
|
+$100K
|
1
|
0.15%
|
Increased
|
|
|
604
|
Optimum Investment Advisors
Chicago,
Illinois
|
$883K
|
-$27.2K
|
10
|
0.28%
|
Reduced
|
|
|
605
|
MAI Capital Management
Independence,
Ohio
|
$874K
|
+$16.1K
|
2
|
0.02%
|
Increased
|
|
|
606
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$871K
|
$0
|
1
|
0.93%
|
Maintained
|
|
|
607
|
GSA Capital Partners
London,
United Kingdom
|
$870K
|
-$14.5K
|
2
|
0.1%
|
Reduced
|
|
|
608
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$869K
|
+$610K
|
1
|
0.09%
|
Increased
|
|
|
609
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$866K
|
-$167K
|
2
|
0.13%
|
Reduced
|
|
|
610
|
WealthSource Partners
San Luis Obispo,
California
|
$864K
|
-$12.7K
|
2
|
0.08%
|
Reduced
|
|
|
611
|
IEQ Capital
Foster City,
California
|
$860K
|
+$3.52K
|
2
|
0.03%
|
Increased
|
|
|
612
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$856K
|
+$275K
|
9
|
0.05%
|
Increased
|
|
|
613
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$850K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
614
|
Sargent Investment Group
Bethesda,
Maryland
|
$850K
|
-$156K
|
1
|
0.2%
|
Reduced
|
|
|
615
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$847K
|
-$212K
|
3
|
0.12%
|
Reduced
|
|
|
616
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$844K
|
-$44.1K
|
1
|
0.03%
|
Reduced
|
|
|
617
|
Snow Capital Management
Sewickley,
Pennsylvania
|
$844K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
618
|
CapWealth Advisors
Franklin,
Tennessee
|
$840K
|
+$32.5K
|
1
|
0.09%
|
Increased
|
|
|
619
|
Shell Asset Management
The Hague,
Netherlands
|
$838K
|
+$46.6K
|
7
|
0.02%
|
Increased
|
|
|
620
|
Asset Management Corp
Northbrook,
Illinois
|
$835K
|
+$550K
|
2
|
0.48%
|
Increased
|
|
|
621
|
Refined Wealth Management
Salt Lake City,
Utah
|
$834K
|
+$883K
|
1
|
0.7%
|
New
|
|
|
622
|
United Asset Strategies
Garden City,
New York
|
$829K
|
+$167K
|
3
|
0.11%
|
Increased
|
|
|
623
|
McDonald Partners
Cleveland,
Ohio
|
$825K
|
+$56.9K
|
2
|
0.19%
|
Increased
|
|
|
624
|
Kestra Private Wealth Services
Austin,
Texas
|
$813K
|
+$574K
|
3
|
0.05%
|
Increased
|
|
|
625
|
Albion Financial Group
Salt Lake City,
Utah
|
$791K
|
+$829K
|
6
|
0.07%
|
New
|
|