|
1001
|
Trust Asset Management
Houston,
Texas
|
$305K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1002
|
Entropy Technologies
New York
|
$301K
|
-$285K
|
1
|
0.03%
|
Reduced
|
|
|
1003
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$301K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1004
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$300K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1005
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$300K
|
+$9.23K
|
1
|
0%
|
Increased
|
|
|
1006
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$299K
|
+$4.02K
|
1
|
0.07%
|
Increased
|
|
|
1007
|
Lindbrook Capital
Calabasas,
California
|
$297K
|
-$19.5K
|
4
|
0.03%
|
Reduced
|
|
|
1008
|
First Merchants Corp
Muncie,
Indiana
|
$295K
|
+$293K
|
1
|
0.01%
|
New
|
|
|
1009
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$294K
|
-$9.6K
|
1
|
0.01%
|
Reduced
|
|
|
1010
|
|
$292K
|
+$62.9K
|
1
|
0.03%
|
Increased
|
|
|
1011
|
Jones Financial Companies
Des Peres,
Missouri
|
$292K
|
+$127K
|
4
|
0%
|
Increased
|
|
|
1012
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$291K
|
-$700K
|
2
|
0.08%
|
Reduced
|
|
|
1013
|
Spinnaker Trust
Portland,
Maine
|
$289K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1014
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$288K
|
-$8.76K
|
1
|
0.01%
|
Reduced
|
|
|
1015
|
Inspire Investing
Meridian,
Idaho
|
$287K
|
+$31.4K
|
1
|
0.03%
|
Increased
|
|
|
1016
|
First Dallas Securities
Dallas,
Texas
|
$287K
|
+$45K
|
1
|
0.12%
|
Increased
|
|
|
1017
|
Impact Asset Management
Vienna,
|
$285K
|
+$284K
|
1
|
0.11%
|
New
|
|
|
1018
|
Clarius Group LLC
Seattle,
Washington
|
$285K
|
+$1.66K
|
1
|
0.02%
|
Increased
|
|
|
1019
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$285K
|
+$34.9K
|
1
|
0.02%
|
Increased
|
|
|
1020
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$285K
|
+$11.3K
|
1
|
0.06%
|
Increased
|
|
|
1021
|
State of Wyoming
Cheyenne,
Wyoming
|
$285K
|
-$28.5K
|
2
|
0.04%
|
Reduced
|
|
|
1022
|
Private Trust Company
Cleveland,
Ohio
|
$284K
|
-$43.4K
|
3
|
0.03%
|
Reduced
|
|
|
1023
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$283K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1024
|
Marcum Wealth
Cleveland,
Ohio
|
$283K
|
+$264K
|
1
|
0.03%
|
New
|
|
|
1025
|
Manchester Capital Management
Manchester,
Vermont
|
$283K
|
+$34.6K
|
3
|
0.03%
|
Increased
|
|
