|
1001
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$890K
|
-$3.86K
|
3
|
0.02%
|
Reduced
|
|
|
1002
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$886K
|
+$366K
|
4
|
0.1%
|
Increased
|
|
|
1003
|
PFG Investments
Woodbury,
New York
|
$868K
|
+$118K
|
3
|
0.03%
|
Increased
|
|
|
1004
|
Provident Investment Management
Novi,
Michigan
|
$863K
|
+$1.49K
|
1
|
0.08%
|
Increased
|
|
|
1005
|
Infrastructure Capital Advisors
New York
|
$859K
|
+$256K
|
2
|
0.05%
|
Increased
|
|
|
1006
|
Lighthouse Financial
Largo,
Florida
|
$853K
|
-$129K
|
1
|
0.44%
|
Reduced
|
|
|
1007
|
RB Capital Management
Reno,
Nevada
|
$853K
|
-$332K
|
1
|
0.17%
|
Reduced
|
|
|
1008
|
First American Trust
Santa Ana,
California
|
$848K
|
-$40.7K
|
1
|
0.05%
|
Reduced
|
|
|
1009
|
LECAP Asset Management
London,
United Kingdom
|
$845K
|
-$1.82M
|
1
|
0.36%
|
Reduced
|
|
|
1010
|
EJF Capital
Arlington,
Virginia
|
$843K
|
$0
|
1
|
0.56%
|
Maintained
|
|
|
1011
|
OFI Invest Asset Management
Paris,
France
|
$838K
|
-$70.6M
|
1
|
0.01%
|
Reduced
|
|
|
1012
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$838K
|
+$542K
|
3
|
0.06%
|
Increased
|
|
|
1013
|
Coastwise Capital Group
La Jolla,
California
|
$834K
|
+$32.6K
|
1
|
0.48%
|
Increased
|
|
|
1014
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$832K
|
$0
|
6
|
0.08%
|
Maintained
|
|
|
1015
|
Polymer Capital Management (HK)
Hong Kong
|
$831K
|
+$934K
|
1
|
0.04%
|
New
|
|
|
1016
|
Persistent Asset Partners
Hong Kong
|
$827K
|
+$802K
|
5
|
0.25%
|
New
|
|
|
1017
|
Advisory Research
Chicago,
Illinois
|
$824K
|
+$3.32K
|
1
|
0.08%
|
Increased
|
|
|
1018
|
Modern Wealth Management
Lenexa,
Kansas
|
$823K
|
+$73.9K
|
2
|
0.01%
|
Increased
|
|
|
1019
|
Grant Private Wealth Management
Pleasanton,
California
|
$821K
|
+$250K
|
2
|
0.35%
|
Increased
|
|
|
1020
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$820K
|
+$862K
|
1
|
0.12%
|
New
|
|
|
1021
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$820K
|
-$115K
|
1
|
0.03%
|
Reduced
|
|
|
1022
|
Winnow Wealth
Waco,
Texas
|
$818K
|
-$37K
|
1
|
0.56%
|
Reduced
|
|
|
1023
|
Burford Brothers
Dallas,
Texas
|
$815K
|
+$915K
|
1
|
0.3%
|
New
|
|
|
1024
|
Keebeck Wealth Management
Chicago,
Illinois
|
$814K
|
+$66.3K
|
2
|
0.08%
|
Increased
|
|
|
1025
|
|
$806K
|
+$14.3K
|
2
|
0.11%
|
Increased
|
|