|
901
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$139K
|
+$140K
|
2
|
0.02%
|
New
|
|
|
902
|
Highlander Capital Management
Short Hills,
New Jersey
|
$137K
|
-$3.96K
|
2
|
0.08%
|
Reduced
|
|
|
903
|
Oakworth Capital
Birmingham,
Alabama
|
$127K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
904
|
Caldwell Trust
Venice,
Florida
|
$127K
|
+$128K
|
2
|
0.02%
|
New
|
|
|
905
|
Lindbrook Capital
Calabasas,
California
|
$126K
|
+$1.92K
|
2
|
0.04%
|
Increased
|
|
|
906
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$125K
|
+$131K
|
2
|
0.09%
|
New
|
|
|
907
|
IFP Advisors
Tampa,
Florida
|
$124K
|
-$140K
|
3
|
0.01%
|
Reduced
|
|
|
908
|
British Steel Pension Fund
London,
United Kingdom
|
$123K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
909
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$120K
|
+$124K
|
2
|
0%
|
New
|
|
|
910
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$119K
|
-$13.1K
|
2
|
0.03%
|
Reduced
|
|
|
911
|
TimeScale Financial
Danvers,
Massachusetts
|
$119K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
912
|
Hoertkorn Richard Charles
|
$117K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
913
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$115K
|
+$117K
|
2
|
0.08%
|
New
|
|
|
914
|
Belpointe Asset Management
Reno,
Nevada
|
$113K
|
+$175
|
1
|
0.01%
|
Increased
|
|
|
915
|
Capital Bank & Trust
Irvine,
California
|
$113K
|
+$93.1K
|
2
|
0%
|
Increased
|
|
|
916
|
Realta Investment Advisors
Wilmington,
Delaware
|
$112K
|
-$2.4K
|
2
|
0.03%
|
Reduced
|
|
|
917
|
Evoke Wealth
Los Angeles,
California
|
$107K
|
+$57.3K
|
2
|
0.01%
|
Increased
|
|
|
918
|
TD Private Client Wealth
New York
|
$104K
|
+$105K
|
2
|
0.01%
|
New
|
|
|
919
|
CKW Financial Group
Honolulu,
Hawaii
|
$104K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
920
|
Guardian Life Insurance
New York
|
$101K
|
-$160
|
2
|
0.02%
|
Reduced
|
|
|
921
|
Gemmer Asset Management
Walnut Creek,
California
|
$96K
|
-$6K
|
2
|
0.02%
|
Reduced
|
|
|
922
|
Abacus Planning Group
Columbia,
South Carolina
|
$91K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
923
|
Asset Dedication LLC
San Francisco,
California
|
$88K
|
+$6.92K
|
2
|
0.02%
|
Increased
|
|
|
924
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$84K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
925
|
CIBC Bank USA
Chicago,
Illinois
|
$82K
|
$0
|
1
|
0.01%
|
Maintained
|
|