|
1001
|
Covington Capital Management
Los Angeles,
California
|
$320K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1002
|
V Wealth Advisors
Overland Park,
Kansas
|
$320K
|
-$385K
|
1
|
0.18%
|
Reduced
|
|
|
1003
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$319K
|
-$19.4K
|
1
|
0.13%
|
Reduced
|
|
|
1004
|
Simmons Bank
Pine Bluff,
Arkansas
|
$318K
|
+$19.4K
|
1
|
0.03%
|
Increased
|
|
|
1005
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$318K
|
+$13.2K
|
1
|
0.08%
|
Increased
|
|
|
1006
|
Mission Wealth Management
Santa Barbara,
California
|
$312K
|
-$47.9K
|
1
|
0.05%
|
Reduced
|
|
|
1007
|
Linscomb Wealth
Houston,
Texas
|
$310K
|
+$333K
|
1
|
0.03%
|
New
|
|
|
1008
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$308K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1009
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$308K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
1010
|
NTV Asset Management
Charleston,
West Virginia
|
$308K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1011
|
Physicians Financial Services
Raleigh,
North Carolina
|
$308K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1012
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$307K
|
-$2.65K
|
1
|
0.03%
|
Reduced
|
|
|
1013
|
CPWM LLC
Seattle,
Washington
|
$306K
|
-$661
|
1
|
0.05%
|
Reduced
|
|
|
1014
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$305K
|
+$11.9K
|
1
|
0.07%
|
Increased
|
|
|
1015
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$304K
|
-$207K
|
1
|
0.16%
|
Reduced
|
|
|
1016
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$304K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1017
|
Acropolis Investment Management
St. Louis,
Missouri
|
$303K
|
-$11.6K
|
1
|
0.05%
|
Reduced
|
|
|
1018
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$303K
|
+$326K
|
1
|
0.35%
|
New
|
|
|
1019
|
HCR Wealth Advisors
Los Angeles,
California
|
$303K
|
+$331
|
1
|
0.1%
|
Increased
|
|
|
1020
|
Bay Colony Advisors
Concord,
Massachusetts
|
$302K
|
+$324K
|
3
|
0.21%
|
New
|
|
|
1021
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$301K
|
+$42.7K
|
3
|
0.2%
|
Increased
|
|
|
1022
|
Texas Capital Bancshares
Dallas,
Texas
|
$299K
|
-$11.3K
|
1
|
0.65%
|
Reduced
|
|
|
1023
|
Diversified Trust
Memphis,
Tennessee
|
$296K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1024
|
Atria Investments
Charlotte,
North Carolina
|
$293K
|
-$199K
|
1
|
0.01%
|
Reduced
|
|
|
1025
|
Sterling Global Strategies
Carlsbad,
California
|
$293K
|
$0
|
1
|
1.89%
|
Maintained
|
|