|
1001
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$205K
|
+$200K
|
1
|
0.03%
|
New
|
|
|
1002
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$204K
|
+$229K
|
1
|
0.21%
|
New
|
|
|
1003
|
Quantum Capital Management (California)
San Francisco,
California
|
$203K
|
+$198K
|
1
|
0.05%
|
New
|
|
|
1004
|
Zions Bancorporation
Salt Lake City,
Utah
|
$196K
|
-$9.24K
|
3
|
0.03%
|
Reduced
|
|
|
1005
|
RPG Investment Advisory
Pleasanton,
California
|
$193K
|
+$188K
|
1
|
0.05%
|
New
|
|
|
1006
|
SRB Corp
Boston,
Massachusetts
|
$189K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1007
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$185K
|
-$20.2K
|
3
|
0.03%
|
Reduced
|
|
|
1008
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$178K
|
+$9.25K
|
1
|
0.05%
|
Increased
|
|
|
1009
|
Boulegeris Investments
Sandy Springs,
Georgia
|
$175K
|
+$6.21K
|
1
|
0.1%
|
Increased
|
|
|
1010
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$173K
|
+$7.38K
|
5
|
0.07%
|
Increased
|
|
|
1011
|
Thompson Davis & Co
Richmond,
Virginia
|
$171K
|
-$405K
|
3
|
0.27%
|
Reduced
|
|
|
1012
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$166K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1013
|
Tarbox Family Office
Newport Beach,
California
|
$166K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
1014
|
Omnia Family Wealth
Aventura,
Florida
|
$165K
|
$0
|
3
|
0.08%
|
Maintained
|
|
|
1015
|
MV Capital Management
Bethesda,
Maryland
|
$159K
|
-$1.5K
|
1
|
0.05%
|
Reduced
|
|
|
1016
|
Community Bank
Dewitt,
New York
|
$157K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1017
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$157K
|
-$18.3K
|
1
|
0.11%
|
Reduced
|
|
|
1018
|
Portfolio Solutions
Royal Oak,
Michigan
|
$152K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1019
|
BB&T Investment Services
Charlotte,
North Carolina
|
$138K
|
+$57K
|
4
|
0.03%
|
Increased
|
|
|
1020
|
First Personal Financial Services
Charlotte,
North Carolina
|
$132K
|
+$30.3K
|
3
|
0.03%
|
Increased
|
|
|
1021
|
Guardian Life Insurance
New York
|
$131K
|
-$92.5K
|
2
|
0.02%
|
Reduced
|
|
|
1022
|
Perigon Wealth Management
San Francisco,
California
|
$128K
|
-$12.3K
|
1
|
0.03%
|
Reduced
|
|
|
1023
|
Bartlett & Co
Cincinnati,
Ohio
|
$124K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1024
|
Bridgeworth
Birmingham,
Alabama
|
$123K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1025
|
Cowen Prime Advisors
New York
|
$116K
|
$0
|
1
|
0.05%
|
Maintained
|
|