|
1001
|
Cambridge Trust
Cambridge,
Massachusetts
|
$285K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1002
|
Summit X LLC
Chesterfield,
Missouri
|
$285K
|
+$54.5K
|
1
|
0.08%
|
Increased
|
|
|
1003
|
Modera Wealth Management
Westwood,
New Jersey
|
$283K
|
+$19.6K
|
1
|
0%
|
Increased
|
|
|
1004
|
Empire Financial Management Company
New York
|
$281K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1005
|
CRA Financial Services
Northfield,
New Jersey
|
$281K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1006
|
Perigon Wealth Management
San Francisco,
California
|
$280K
|
+$8.75K
|
1
|
0.01%
|
Increased
|
|
|
1007
|
GSB Wealth Management
Guilford,
Connecticut
|
$276K
|
+$15K
|
1
|
0.08%
|
Increased
|
|
|
1008
|
Guardian Financial Partners
Orange,
California
|
$276K
|
+$34.7K
|
1
|
0.23%
|
Increased
|
|
|
1009
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$276K
|
+$146
|
1
|
0.02%
|
Increased
|
|
|
1010
|
D'Orazio & Associates
Falls Church,
Virginia
|
$275K
|
-$28K
|
1
|
0.05%
|
Reduced
|
|
|
1011
|
Palogic Value Management
Dallas,
Texas
|
$275K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1012
|
Bridgefront Capital
Austin,
Texas
|
$274K
|
+$284K
|
1
|
0.21%
|
New
|
|
|
1013
|
Liberty Wealth Management
Oakland,
California
|
$274K
|
-$7.18K
|
1
|
0.06%
|
Reduced
|
|
|
1014
|
Realta Investment Advisors
Wilmington,
Delaware
|
$273K
|
+$59.8K
|
1
|
0.06%
|
Increased
|
|
|
1015
|
1900 Wealth Management
San Antonio,
Texas
|
$272K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1016
|
XML Financial
Bethesda,
Maryland
|
$272K
|
-$36.3K
|
1
|
0.03%
|
Reduced
|
|
|
1017
|
DF Dent & Co
Baltimore,
Maryland
|
$271K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1018
|
IPG Investment Advisors
San Diego,
California
|
$270K
|
+$295K
|
2
|
0.05%
|
New
|
|
|
1019
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$268K
|
+$33.7K
|
2
|
0%
|
Increased
|
|
|
1020
|
Choreo LLC
Rockford,
Illinois
|
$268K
|
+$47.5K
|
1
|
0.01%
|
Increased
|
|
|
1021
|
City Holding Co
Charleston,
West Virginia
|
$268K
|
+$1.9K
|
1
|
0.04%
|
Increased
|
|
|
1022
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$268K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1023
|
|
$266K
|
+$318K
|
1
|
0.08%
|
New
|
|
|
1024
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$266K
|
+$5.49K
|
1
|
0.02%
|
Increased
|
|
|
1025
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$265K
|
+$769
|
1
|
0.29%
|
Increased
|
|