|
601
|
Boston Family Office
Boston,
Massachusetts
|
$752K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
602
|
King Wealth Management Group
Naples,
Florida
|
$751K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
603
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$748K
|
-$193K
|
1
|
0.13%
|
Reduced
|
|
|
604
|
Osborne Partners Capital Management
San Francisco,
California
|
$748K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
605
|
|
$744K
|
+$290K
|
4
|
0%
|
Increased
|
|
|
606
|
Mather Group
Chicago,
Illinois
|
$742K
|
+$12.7K
|
2
|
0.01%
|
Increased
|
|
|
607
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$740K
|
+$259K
|
3
|
0.05%
|
Increased
|
|
|
608
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$738K
|
+$25.1K
|
1
|
0%
|
Increased
|
|
|
609
|
Chesapeake Capital Corp
Tampa,
Florida
|
$736K
|
+$716K
|
1
|
0.66%
|
New
|
|
|
610
|
Horizon Investment Services
Hammond,
Indiana
|
$732K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
611
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$729K
|
-$78.9K
|
1
|
0.14%
|
Reduced
|
|
|
612
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$729K
|
-$1.14K
|
1
|
0.04%
|
Reduced
|
|
|
613
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$729K
|
-$9.41K
|
1
|
0.06%
|
Reduced
|
|
|
614
|
Csenge Advisory Group
Clearwater,
Florida
|
$720K
|
-$57.3K
|
1
|
0.03%
|
Reduced
|
|
|
615
|
Icon Wealth Advisors
Houston,
Texas
|
$718K
|
+$13.3K
|
1
|
0.05%
|
Increased
|
|
|
616
|
Insigneo Advisory Services
Miami,
Florida
|
$715K
|
-$36.3K
|
1
|
0.05%
|
Reduced
|
|
|
617
|
Nilsine Partners
Greenwood Village,
Colorado
|
$710K
|
-$502
|
1
|
0.06%
|
Reduced
|
|
|
618
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$709K
|
-$10.3K
|
1
|
0.01%
|
Reduced
|
|
|
619
|
Principal Securities
Des Moines,
Iowa
|
$708K
|
+$37K
|
4
|
0.01%
|
Increased
|
|
|
620
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$706K
|
+$692K
|
1
|
0%
|
New
|
|
|
621
|
Xponance
Philadelphia,
Pennsylvania
|
$701K
|
-$10K
|
1
|
0.01%
|
Reduced
|
|
|
622
|
Partners Wealth Management
Carmel By The Sea,
California
|
$699K
|
-$153K
|
1
|
0.69%
|
Reduced
|
|
|
623
|
Koshinski Asset Management
Decatur,
Illinois
|
$698K
|
+$406K
|
2
|
0.05%
|
Increased
|
|
|
624
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$694K
|
-$743
|
2
|
0.03%
|
Reduced
|
|
|
625
|
Synovus Financial
Columbus,
Georgia
|
$688K
|
-$26.8K
|
1
|
0.01%
|
Reduced
|
|