|
1901
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$178K
|
-$18K
|
7
|
0.07%
|
Reduced
|
|
|
1902
|
Northwest Wealth Management
Spencer,
Iowa
|
$174K
|
$0
|
4
|
0.13%
|
Maintained
|
|
|
1903
|
Shamrock Asset Management
Dallas,
Texas
|
$174K
|
-$4.61K
|
1
|
0.11%
|
Reduced
|
|
|
1904
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$171K
|
+$166K
|
2
|
0.08%
|
New
|
|
|
1905
|
PDS Planning
Dublin,
Ohio
|
$170K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1906
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$170K
|
+$173K
|
1
|
0.01%
|
New
|
|
|
1907
|
American Beacon Advisors
Irving,
Texas
|
$168K
|
-$133K
|
2
|
1.55%
|
Reduced
|
|
|
1908
|
Apriem Advisors
Irvine,
California
|
$166K
|
+$162K
|
4
|
0.04%
|
New
|
|
|
1909
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$166K
|
$0
|
3
|
0.08%
|
Maintained
|
|
|
1910
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$162K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1911
|
D'Orazio & Associates
Falls Church,
Virginia
|
$160K
|
-$12.2K
|
3
|
0.06%
|
Reduced
|
|
|
1912
|
Lenox Wealth Advisors
New York
|
$160K
|
+$520
|
2
|
0.04%
|
Increased
|
|
|
1913
|
Clear Perspective Advisors
Aurora,
Illinois
|
$159K
|
-$16.8K
|
4
|
0.11%
|
Reduced
|
|
|
1914
|
Norway Savings Bank
Portland,
Maine
|
$158K
|
-$12.2K
|
2
|
0.14%
|
Reduced
|
|
|
1915
|
Nine Masts Capital
Central,
Hong Kong
|
$156K
|
+$167K
|
1
|
0.03%
|
New
|
|
|
1916
|
Veritas Investment Management (UK)
London,
United Kingdom
|
$154K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1917
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$153K
|
+$28.8K
|
4
|
0.03%
|
Increased
|
|
|
1918
|
Whitnell & Co
Oak Brook,
Illinois
|
$150K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1919
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$149K
|
+$850
|
2
|
0.06%
|
Increased
|
|
|
1920
|
Bray Capital Advisors
Naples,
Florida
|
$149K
|
-$23.5K
|
3
|
0.07%
|
Reduced
|
|
|
1921
|
Ruggie Capital Group
Tavares,
Florida
|
$148K
|
-$671
|
2
|
0.07%
|
Reduced
|
|
|
1922
|
Macroview Investment Management
Bethesda,
Maryland
|
$147K
|
-$1K
|
2
|
0.51%
|
Reduced
|
|
|
1923
|
Centerpoint Advisors
Needham,
Massachusetts
|
$144K
|
+$70.5K
|
5
|
0.12%
|
Increased
|
|
|
1924
|
Hendershot Investments
Centreville,
Virginia
|
$144K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1925
|
Janiczek Wealth Management
Denver,
Colorado
|
$144K
|
+$139K
|
1
|
0.08%
|
New
|
|