|
1301
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$201K
|
+$187K
|
1
|
0.01%
|
New
|
|
|
1302
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$199K
|
+$3.02K
|
4
|
0.05%
|
Increased
|
|
|
1303
|
Reilly Financial Advisors
La Mesa,
California
|
$199K
|
-$645
|
2
|
0.02%
|
Reduced
|
|
|
1304
|
Mutual of America Capital Management
New York
|
$198K
|
+$12.1K
|
2
|
0%
|
Increased
|
|
|
1305
|
Vigilant Capital Management
Portland,
Maine
|
$190K
|
+$4.17K
|
2
|
0.02%
|
Increased
|
|
|
1306
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$184K
|
+$103K
|
3
|
0.03%
|
Increased
|
|
|
1307
|
Blume Capital Management
Berkeley,
California
|
$182K
|
+$176K
|
2
|
0.07%
|
New
|
|
|
1308
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$181K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1309
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$177K
|
+$15K
|
2
|
0.09%
|
Increased
|
|
|
1310
|
Focused Wealth Management
Newburgh,
New York
|
$176K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1311
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$176K
|
+$165K
|
1
|
0.05%
|
New
|
|
|
1312
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$176K
|
+$10.2K
|
1
|
0%
|
Increased
|
|
|
1313
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$172K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1314
|
Simon Quick Advisors
Morristown,
New Jersey
|
$172K
|
+$61.2K
|
2
|
0.05%
|
Increased
|
|
|
1315
|
Caldwell Trust
Venice,
Florida
|
$167K
|
+$10.3K
|
2
|
0.02%
|
Increased
|
|
|
1316
|
Anchor Investment Management
Columbia,
South Carolina
|
$156K
|
-$7.73K
|
2
|
0.02%
|
Reduced
|
|
|
1317
|
CVA Family Office
Denver,
Colorado
|
$156K
|
+$39.4K
|
1
|
0.06%
|
Increased
|
|
|
1318
|
Oakworth Capital
Birmingham,
Alabama
|
$152K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1319
|
Silvant Capital Management
Atlanta,
Georgia
|
$150K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1320
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$149K
|
+$144K
|
2
|
0.08%
|
New
|
|
|
1321
|
CNB Bank
Clearfield,
Pennsylvania
|
$144K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1322
|
Resources Management Corp
West Hartford,
Connecticut
|
$142K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1323
|
Penserra Capital Management
Orinda,
California
|
$140K
|
+$21.5K
|
1
|
0%
|
Increased
|
|
|
1324
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$138K
|
+$6.19K
|
1
|
0.04%
|
Increased
|
|
|
1325
|
Security National Trust
Wheeling,
West Virginia
|
$138K
|
$0
|
1
|
0.03%
|
Maintained
|
|