|
1001
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$207K
|
+$197K
|
1
|
0.1%
|
New
|
|
|
1002
|
Donaldson Capital Management
Evansville,
Indiana
|
$205K
|
+$195K
|
1
|
0.02%
|
New
|
|
|
1003
|
Howe & Rusling
Rochester,
New York
|
$205K
|
-$27K
|
1
|
0.04%
|
Reduced
|
|
|
1004
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$203K
|
+$193K
|
1
|
0.1%
|
New
|
|
|
1005
|
ARGA Investment Management
Stamford,
Connecticut
|
$202K
|
-$1.6M
|
1
|
0.03%
|
Reduced
|
|
|
1006
|
Spectrum Management Group
Indianapolis,
Indiana
|
$201K
|
-$2.79K
|
1
|
0.06%
|
Reduced
|
|
|
1007
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$200K
|
+$190K
|
1
|
0.14%
|
New
|
|
|
1008
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$200K
|
+$17.5K
|
1
|
0%
|
Increased
|
|
|
1009
|
BlueCrest Capital Management
St Helier,
Jersey
|
$198K
|
+$203K
|
1
|
0.01%
|
New
|
|
|
1010
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$197K
|
-$22.3K
|
1
|
0.02%
|
Reduced
|
|
|
1011
|
St. James Investment Company
Southlake,
Texas
|
$193K
|
+$198K
|
1
|
0.02%
|
New
|
|
|
1012
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$192K
|
+$14
|
2
|
0.1%
|
Increased
|
|
|
1013
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$189K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1014
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$186K
|
-$2.58K
|
1
|
0.07%
|
Reduced
|
|
|
1015
|
First Command Bank
Fort Worth,
Texas
|
$185K
|
-$2.58K
|
1
|
0.09%
|
Reduced
|
|
|
1016
|
First Command Financial Services
Fort Worth,
Texas
|
$185K
|
-$2.58K
|
1
|
0.09%
|
Reduced
|
|
|
1017
|
Shelton Capital Management
Denver,
Colorado
|
$181K
|
-$5.55M
|
2
|
0.71%
|
Reduced
|
|
|
1018
|
Barrett Asset Management
New York
|
$177K
|
-$10.9K
|
1
|
0.01%
|
Reduced
|
|
|
1019
|
D'Orazio & Associates
Falls Church,
Virginia
|
$177K
|
-$2.5K
|
1
|
0.05%
|
Reduced
|
|
|
1020
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$176K
|
-$61.2K
|
1
|
0.13%
|
Reduced
|
|
|
1021
|
Premia Global Advisors
Coral Gables,
Florida
|
$175K
|
+$179K
|
2
|
0.18%
|
New
|
|
|
1022
|
Proficio Capital Partners
Newton,
Massachusetts
|
$173K
|
-$120K
|
1
|
0.06%
|
Reduced
|
|
|
1023
|
Destination Wealth Management
Walnut Creek,
California
|
$171K
|
-$17K
|
2
|
0.01%
|
Reduced
|
|
|
1024
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$166K
|
-$2.34K
|
1
|
0.06%
|
Reduced
|
|
|
1025
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$164K
|
-$5.37K
|
2
|
0%
|
Reduced
|
|