|
1201
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$3M
|
-$365K
|
1
|
0.12%
|
Reduced
|
|
|
1202
|
Advyzon Investment Management
Lisle,
Illinois
|
$3M
|
-$658K
|
1
|
0.22%
|
Reduced
|
|
|
1203
|
Wealthstar Advisors
Plano,
Texas
|
$3M
|
-$717K
|
1
|
0.88%
|
Reduced
|
|
|
1204
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$2.99M
|
-$918K
|
1
|
1.38%
|
Reduced
|
|
|
1205
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$2.98M
|
+$1.97M
|
1
|
0.04%
|
Increased
|
|
|
1206
|
Verity Asset Management
Durham,
North Carolina
|
$2.98M
|
+$689K
|
2
|
1.13%
|
Increased
|
|
|
1207
|
Savvy Advisors Inc
New York
|
$2.97M
|
-$61.5K
|
3
|
0.06%
|
Reduced
|
|
|
1208
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$2.97M
|
-$45.5K
|
1
|
0.08%
|
Reduced
|
|
|
1209
|
J.W. Burns & Co
Dewitt,
New York
|
$2.97M
|
+$22.7K
|
1
|
0.31%
|
Increased
|
|
|
1210
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$2.96M
|
+$689K
|
2
|
0.04%
|
Increased
|
|
|
1211
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.96M
|
+$121K
|
1
|
0.04%
|
Increased
|
|
|
1212
|
1ST Source Bank
South Bend,
Indiana
|
$2.95M
|
+$8.37K
|
1
|
0.13%
|
Increased
|
|
|
1213
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$2.94M
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1214
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.94M
|
+$272K
|
2
|
0.08%
|
Increased
|
|
|
1215
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$2.94M
|
+$44.4K
|
1
|
1.36%
|
Increased
|
|
|
1216
|
Howland Capital Management
Boston,
Massachusetts
|
$2.94M
|
+$203K
|
1
|
0.11%
|
Increased
|
|
|
1217
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$2.93M
|
+$4.91K
|
1
|
0.25%
|
Increased
|
|
|
1218
|
Stonebridge Financial Group
San Rafael,
California
|
$2.92M
|
+$2.08M
|
1
|
0.4%
|
New
|
|
|
1219
|
|
$2.92M
|
-$110K
|
1
|
0.58%
|
Reduced
|
|
|
1220
|
Virtue Capital Management
Brentwood,
Tennessee
|
$2.9M
|
+$73K
|
1
|
0.39%
|
Increased
|
|
|
1221
|
LuminArx Capital Management
New York
|
$2.89M
|
+$3.48M
|
1
|
1.29%
|
New
|
|
|
1222
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.89M
|
$0
|
1
|
0.69%
|
Maintained
|
|
|
1223
|
|
$2.87M
|
-$1.06M
|
4
|
0.09%
|
Reduced
|
|
|
1224
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.86M
|
+$4.18K
|
2
|
0.13%
|
Increased
|
|
|
1225
|
Expect Equity LLC
Pikesville,
Maryland
|
$2.86M
|
-$550K
|
1
|
1.84%
|
Reduced
|
|