|
1001
|
ProVise Management Group
Clearwater,
Florida
|
$286K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1002
|
Marcum Wealth
Cleveland,
Ohio
|
$286K
|
-$43.4K
|
1
|
0.03%
|
Reduced
|
|
|
1003
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$285K
|
-$33.8K
|
1
|
0.02%
|
Reduced
|
|
|
1004
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$281K
|
+$251K
|
2
|
0.01%
|
Increased
|
|
|
1005
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$280K
|
+$2.6K
|
4
|
0.01%
|
Increased
|
|
|
1006
|
Cigna Investments
Bloomfield,
Connecticut
|
$280K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1007
|
Ingalls & Snyder LLC
New York
|
$279K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1008
|
Rockbridge Investment Management
Syracuse,
New York
|
$278K
|
+$267K
|
1
|
0.05%
|
New
|
|
|
1009
|
Perkins Capital Management
Wayzata,
Minnesota
|
$277K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1010
|
United Asset Strategies
Garden City,
New York
|
$277K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1011
|
V Wealth Advisors
Overland Park,
Kansas
|
$277K
|
-$330K
|
1
|
0.22%
|
Reduced
|
|
|
1012
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$276K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1013
|
Caldwell Trust
Venice,
Florida
|
$275K
|
-$14.8K
|
2
|
0.04%
|
Reduced
|
|
|
1014
|
CoreCap Advisors
Southfield,
Michigan
|
$275K
|
+$264K
|
1
|
0.02%
|
New
|
|
|
1015
|
Americana Partners
Houston,
Texas
|
$274K
|
+$57K
|
1
|
0.03%
|
Increased
|
|
|
1016
|
Avantax Planning Partners
Dubuque,
Iowa
|
$274K
|
+$5.75K
|
1
|
0.01%
|
Increased
|
|
|
1017
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$274K
|
+$27.3K
|
1
|
0.14%
|
Increased
|
|
|
1018
|
Pin Oak Investment Advisors
Houston,
Texas
|
$273K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
1019
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$271K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1020
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$271K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1021
|
Avior Wealth Management
Omaha,
Nebraska
|
$271K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1022
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$271K
|
-$3.15K
|
1
|
0.22%
|
Reduced
|
|
|
1023
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$270K
|
-$11.6K
|
1
|
0.01%
|
Reduced
|
|
|
1024
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$270K
|
-$17.3K
|
1
|
0.25%
|
Reduced
|
|
|
1025
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$269K
|
$0
|
1
|
0.06%
|
Maintained
|
|