|
1051
|
Capital Performance Advisors
Walnut Creek,
California
|
$172K
|
-$14.7K
|
1
|
0.01%
|
Reduced
|
|
|
1052
|
Friedenthal Financial
Marlton,
New Jersey
|
$172K
|
+$182K
|
1
|
0.08%
|
New
|
|
|
1053
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$171K
|
+$1.51K
|
1
|
0.18%
|
Increased
|
|
|
1054
|
Fosun International
Hong Kong,
China
|
$171K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1055
|
Douglass Winthrop Advisors
New York
|
$170K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1056
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$168K
|
-$1.94K
|
1
|
0.05%
|
Reduced
|
|
|
1057
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$168K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1058
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$168K
|
-$3.57K
|
5
|
0%
|
Reduced
|
|
|
1059
|
Alpine Woods Capital Investors
Purchase,
New York
|
$167K
|
+$216K
|
1
|
0.04%
|
New
|
|
|
1060
|
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
$166K
|
+$28.1K
|
1
|
0%
|
Increased
|
|
|
1061
|
Corient IA
Miami,
Florida
|
$165K
|
-$250K
|
1
|
0.15%
|
Reduced
|
|
|
1062
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$165K
|
-$25.1K
|
1
|
0.01%
|
Reduced
|
|
|
1063
|
Harvest Fund Management
Beijing,
China
|
$162K
|
+$203K
|
1
|
0.01%
|
Increased
|
|
|
1064
|
Matthew Hamilton Rosenberg
|
$161K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1065
|
AssetMark Inc
Concord,
California
|
$158K
|
+$44.1K
|
5
|
0%
|
Increased
|
|
|
1066
|
MTM Investment Management
Spartanburg,
South Carolina
|
$158K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1067
|
Pine Valley Investments
Marlton,
New Jersey
|
$157K
|
+$157K
|
2
|
0.01%
|
Increased
|
|
|
1068
|
Legacy Financial Advisors
Covington,
Kentucky
|
$155K
|
+$191K
|
1
|
0.02%
|
New
|
|
|
1069
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$154K
|
+$13.8K
|
3
|
0.01%
|
Increased
|
|
|
1070
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$153K
|
-$283K
|
1
|
0%
|
Reduced
|
|
|
1071
|
Perennial Investment Advisors
Los Angeles,
California
|
$153K
|
+$3.2K
|
1
|
0.01%
|
Increased
|
|
|
1072
|
Fideuram - Intesa Sanpaolo Private Banking
Turin,
|
$152K
|
-$2.83M
|
2
|
0%
|
Reduced
|
|
|
1073
|
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
$151K
|
+$196K
|
1
|
0.15%
|
New
|
|
|
1074
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$150K
|
+$167K
|
2
|
0.01%
|
Increased
|
|
|
1075
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$147K
|
-$3.64K
|
5
|
0%
|
Reduced
|
|
