|
1101
|
Whittier Trust
South Pasadena,
California
|
$328K
|
+$19.8K
|
6
|
0.01%
|
Increased
|
|
|
1102
|
Zuckerman Investment Group
Chicago,
Illinois
|
$327K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1103
|
Institute for Wealth Management
Denver,
Colorado
|
$324K
|
-$393K
|
1
|
0.11%
|
Reduced
|
|
|
1104
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$321K
|
-$30.9K
|
2
|
0.18%
|
Reduced
|
|
|
1105
|
Occidental Asset Management
Burlingame,
California
|
$320K
|
+$8.67K
|
1
|
0.18%
|
Increased
|
|
|
1106
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$313K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1107
|
New England Research & Management
Chicago,
Illinois
|
$312K
|
-$287K
|
1
|
0.23%
|
Reduced
|
|
|
1108
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$312K
|
+$19.3K
|
9
|
0%
|
Increased
|
|
|
1109
|
BigSur Wealth Management
Miami,
Florida
|
$308K
|
-$101K
|
1
|
0.31%
|
Reduced
|
|
|
1110
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$307K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1111
|
Westwood Holdings Group
Dallas,
Texas
|
$300K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1112
|
Cannell & Spears
New York
|
$299K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1113
|
Gideon Capital Advisors
New York
|
$296K
|
-$170K
|
1
|
0.29%
|
Reduced
|
|
|
1114
|
|
$295K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1115
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$295K
|
+$20.4K
|
14
|
0.03%
|
Increased
|
|
|
1116
|
Clearstead Advisors
Cleveland,
Ohio
|
$294K
|
+$299K
|
1
|
0.04%
|
New
|
|
|
1117
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$293K
|
+$40.3K
|
1
|
0.06%
|
Increased
|
|
|
1118
|
Addison Capital
Conshohocken,
Pennsylvania
|
$291K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1119
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$288K
|
+$273K
|
1
|
0.13%
|
New
|
|
|
1120
|
Check Capital Management
Costa Mesa,
California
|
$287K
|
+$17.7K
|
1
|
0.02%
|
Increased
|
|
|
1121
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$287K
|
-$69.1K
|
1
|
0.09%
|
Reduced
|
|
|
1122
|
Sentinel Trust
Houston,
Texas
|
$287K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1123
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$286K
|
+$268K
|
1
|
0.05%
|
New
|
|
|
1124
|
Washington Trust
Westerly,
Rhode Island
|
$286K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1125
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$285K
|
-$884K
|
2
|
0.04%
|
Reduced
|
|
