|
1001
|
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
|
$212K
|
+$47K
|
1
|
0.69%
|
Increased
|
|
|
1002
|
BOK Financial
Tulsa,
Oklahoma
|
$212K
|
+$218K
|
1
|
0%
|
New
|
|
|
1003
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$211K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1004
|
Choate Investment Advisors
Boston,
Massachusetts
|
$211K
|
+$218K
|
1
|
0.01%
|
New
|
|
|
1005
|
|
$210K
|
+$207K
|
1
|
0%
|
Increased
|
|
|
1006
|
Harvest Fund Management
Beijing,
China
|
$210K
|
+$179K
|
2
|
0.05%
|
Increased
|
|
|
1007
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$209K
|
+$215K
|
1
|
0.02%
|
New
|
|
|
1008
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$209K
|
-$164K
|
1
|
0.01%
|
Reduced
|
|
|
1009
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$209K
|
+$215K
|
1
|
0.03%
|
New
|
|
|
1010
|
E Fund Management
Guangzhou,
China
|
$208K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1011
|
Astoria Portfolio Advisors
New York
|
$208K
|
+$22K
|
1
|
0.1%
|
Increased
|
|
|
1012
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$207K
|
+$38.8K
|
1
|
0.02%
|
Increased
|
|
|
1013
|
Simplify Asset Management
Las Vegas,
Nevada
|
$207K
|
-$2.72K
|
1
|
0.03%
|
Reduced
|
|
|
1014
|
Patton Fund Management
Dallas,
Texas
|
$206K
|
+$191K
|
1
|
0.06%
|
New
|
|
|
1015
|
Rockland Trust
Hanover,
Massachusetts
|
$206K
|
+$212K
|
1
|
0.01%
|
New
|
|
|
1016
|
Synergy Financial Group
San Ramon,
California
|
$204K
|
-$66.4K
|
1
|
0.4%
|
Reduced
|
|
|
1017
|
|
$203K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1018
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$203K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1019
|
Qsemble Capital Management
New York
|
$202K
|
+$209K
|
1
|
0.14%
|
New
|
|
|
1020
|
Donoghue Forlines
Boston,
Massachusetts
|
$202K
|
-$30.9K
|
1
|
0.07%
|
Reduced
|
|
|
1021
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$202K
|
+$208K
|
1
|
0.07%
|
New
|
|
|
1022
|
Transcend Capital Advisors
Madison,
New Jersey
|
$201K
|
+$208K
|
1
|
0.02%
|
New
|
|
|
1023
|
Moody National Bank Trust Division
Galveston,
Texas
|
$201K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1024
|
OTA Financial Group
Purchase,
New York
|
$200K
|
+$199K
|
1
|
0.2%
|
New
|
|
|
1025
|
|
$198K
|
+$183K
|
1
|
0.08%
|
New
|
|