|
1701
|
First Personal Financial Services
Charlotte,
North Carolina
|
$378K
|
-$8.9K
|
1
|
0.1%
|
Reduced
|
|
|
1702
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$375K
|
-$209K
|
1
|
0.04%
|
Reduced
|
|
|
1703
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$373K
|
-$26.6K
|
1
|
0.01%
|
Reduced
|
|
|
1704
|
Summit X LLC
Chesterfield,
Missouri
|
$372K
|
-$16.1K
|
3
|
0.09%
|
Reduced
|
|
|
1705
|
Professional Financial Advisors
North Platte,
Nebraska
|
$371K
|
+$336K
|
1
|
0.2%
|
New
|
|
|
1706
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$370K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1707
|
Aureus Asset Management
Boston,
Massachusetts
|
$369K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1708
|
DCF Advisers
Greenwich,
Connecticut
|
$369K
|
+$128K
|
2
|
0.13%
|
Increased
|
|
|
1709
|
Physician Wealth Advisors
Midvale,
Utah
|
$368K
|
-$801
|
1
|
0.11%
|
Reduced
|
|
|
1710
|
AJ Wealth Strategies
New York
|
$367K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1711
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$367K
|
+$156K
|
2
|
0.09%
|
Increased
|
|
|
1712
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$366K
|
+$343K
|
1
|
0.03%
|
New
|
|
|
1713
|
Redpoint Investment Management
Sydney, NSW,
Australia
|
$366K
|
+$362K
|
1
|
0.03%
|
New
|
|
|
1714
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$366K
|
+$9.12K
|
1
|
0.09%
|
Increased
|
|
|
1715
|
Stokes Family Office
New Orleans,
Louisiana
|
$364K
|
+$13.9K
|
2
|
0.05%
|
Increased
|
|
|
1716
|
Appleton Group
Appleton,
Wisconsin
|
$362K
|
+$346K
|
1
|
0.28%
|
New
|
|
|
1717
|
Impax Asset Management Group
London,
United Kingdom
|
$361K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1718
|
Aspiriant LLC
Los Angeles,
California
|
$359K
|
+$107K
|
1
|
0.02%
|
Increased
|
|
|
1719
|
Merrion Investment Management
Cranford,
New Jersey
|
$359K
|
-$9.79K
|
1
|
0.27%
|
Reduced
|
|
|
1720
|
Violich Capital Management
San Francisco,
California
|
$359K
|
-$71.2K
|
1
|
0.06%
|
Reduced
|
|
|
1721
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$358K
|
-$26K
|
1
|
0.14%
|
Reduced
|
|
|
1722
|
Eagle Bay Advisors
New York
|
$358K
|
+$333K
|
6
|
0.29%
|
New
|
|
|
1723
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$357K
|
-$608
|
1
|
0.04%
|
Reduced
|
|
|
1724
|
Hexavest
Montreal,
Quebec, Canada
|
$357K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1725
|
Thomas White International
Chicago,
Illinois
|
$357K
|
$0
|
1
|
0.05%
|
Maintained
|
|