|
1901
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$318K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1902
|
Pathstone Family Office
Englewood,
New Jersey
|
$318K
|
$0
|
2
|
0.33%
|
Maintained
|
|
|
1903
|
SRB Corp
Boston,
Massachusetts
|
$316K
|
-$820
|
2
|
0.05%
|
Reduced
|
|
|
1904
|
|
$315K
|
-$68.3K
|
1
|
0.3%
|
Reduced
|
|
|
1905
|
Zions Bancorporation
Salt Lake City,
Utah
|
$312K
|
+$7.17K
|
8
|
0.06%
|
Increased
|
|
|
1906
|
Evanson Asset Management
Carmel,
California
|
$310K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1907
|
Penserra Capital Management
Orinda,
California
|
$308K
|
-$1.08M
|
12
|
0.04%
|
Reduced
|
|
|
1908
|
Arete Wealth Advisors
Chicago,
Illinois
|
$307K
|
+$75.3K
|
2
|
0.18%
|
Increased
|
|
|
1909
|
Premier Asset Management
Chicago,
Illinois
|
$304K
|
-$12.3K
|
1
|
0.08%
|
Reduced
|
|
|
1910
|
Churchill Management
Los Angeles,
California
|
$303K
|
+$279K
|
1
|
0.01%
|
New
|
|
|
1911
|
Lincoln Capital
Lincoln,
Nebraska
|
$303K
|
-$90.8K
|
1
|
0.22%
|
Reduced
|
|
|
1912
|
|
$301K
|
+$67.2K
|
6
|
0.05%
|
Increased
|
|
|
1913
|
Venturi Wealth Management
Austin,
Texas
|
$301K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1914
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$300K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1915
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$300K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1916
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$298K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
1917
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$297K
|
+$320K
|
1
|
0.05%
|
New
|
|
|
1918
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$295K
|
-$1.2M
|
1
|
0.18%
|
Reduced
|
|
|
1919
|
Yorktown Management & Research Company
Forest,
Virginia
|
$294K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1920
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$291K
|
-$24.5K
|
4
|
0.31%
|
Reduced
|
|
|
1921
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$291K
|
-$20.8K
|
1
|
0.29%
|
Reduced
|
|
|
1922
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$291K
|
+$245K
|
2
|
0.83%
|
Increased
|
|
|
1923
|
Bank OZK
Little Rock,
Arkansas
|
$287K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1924
|
National Investment Services
Milwaukee,
Wisconsin
|
$286K
|
-$292K
|
1
|
0.32%
|
Reduced
|
|
|
1925
|
One Capital Management
Westlake Village,
California
|
$284K
|
-$25.7K
|
1
|
0.09%
|
Reduced
|
|