|
1026
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$631K
|
+$146K
|
2
|
0.03%
|
Increased
|
|
|
1027
|
Evergreen Capital Management
Bellevue,
Washington
|
$629K
|
+$53.4K
|
1
|
0.01%
|
Increased
|
|
|
1028
|
Archer Investment Corporation
Carmel,
Indiana
|
$627K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
1029
|
One Wealth Advisors
San Francisco,
California
|
$626K
|
-$162K
|
1
|
0.08%
|
Reduced
|
|
|
1030
|
Truvestments Capital
Sarasota,
Florida
|
$622K
|
+$29.1K
|
4
|
0.11%
|
Increased
|
|
|
1031
|
|
$622K
|
+$560K
|
1
|
0.05%
|
New
|
|
|
1032
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$613K
|
+$6.3K
|
1
|
0.04%
|
Increased
|
|
|
1033
|
LVW Advisors
Pittsford,
New York
|
$602K
|
+$170K
|
1
|
0.06%
|
Increased
|
|
|
1034
|
Qtron Investments
Boston,
Massachusetts
|
$599K
|
-$506K
|
1
|
0.07%
|
Reduced
|
|
|
1035
|
Ring Mountain Capital
Tiburon,
California
|
$599K
|
-$129K
|
1
|
0.33%
|
Reduced
|
|
|
1036
|
Huntington National Bank
Columbus,
Ohio
|
$598K
|
-$36.7K
|
4
|
0%
|
Reduced
|
|
|
1037
|
Northeast Investment Management
Boston,
Massachusetts
|
$598K
|
-$1.06M
|
1
|
0.02%
|
Reduced
|
|
|
1038
|
Montgomery Investment Management
Rockville,
Maryland
|
$596K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1039
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$594K
|
-$168K
|
1
|
0.1%
|
Reduced
|
|
|
1040
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$593K
|
-$10.7K
|
4
|
0.02%
|
Reduced
|
|
|
1041
|
IFP Advisors
Tampa,
Florida
|
$589K
|
+$63.6K
|
4
|
0.02%
|
Increased
|
|
|
1042
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$589K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1043
|
NorthRock Partners
Minneapolis,
Minnesota
|
$580K
|
+$537K
|
2
|
0.01%
|
New
|
|
|
1044
|
Tang Capital Management
San Diego,
California
|
$579K
|
-$363K
|
1
|
0.02%
|
Reduced
|
|
|
1045
|
Clarendon Private
Boston,
Massachusetts
|
$578K
|
-$2.04K
|
1
|
0.52%
|
Reduced
|
|
|
1046
|
Aprio Wealth Management
Atlanta,
Georgia
|
$575K
|
+$205K
|
2
|
0.06%
|
Increased
|
|
|
1047
|
Fiduciary Planning
Englewood,
Florida
|
$572K
|
+$166K
|
1
|
0.17%
|
Increased
|
|
|
1048
|
Forza Wealth Management
Sarasota,
Florida
|
$567K
|
+$34.4K
|
1
|
0.22%
|
Increased
|
|
|
1049
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$566K
|
+$510K
|
1
|
0.42%
|
New
|
|
|
1050
|
Notable Capital Management
Menlo Park,
California
|
$565K
|
$0
|
1
|
0.72%
|
Maintained
|
|
