|
1001
|
Wealthfront
Palo Alto,
California
|
$79K
|
+$75.3K
|
1
|
0.01%
|
New
|
|
|
1002
|
West Oak Capital
Westlake Village,
California
|
$77K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1003
|
Lenox Wealth Advisors
New York
|
$70K
|
+$23.4K
|
1
|
0.04%
|
Increased
|
|
|
1004
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$68K
|
+$28.7K
|
1
|
0.07%
|
Increased
|
|
|
1005
|
Holt Capital Partners
Fort Worth,
Texas
|
$68K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1006
|
MCF Advisors
Covington,
Kentucky
|
$66K
|
+$50.7K
|
1
|
0.02%
|
Increased
|
|
|
1007
|
Tower Research Capital (TRC)
New York
|
$66K
|
-$583K
|
2
|
0.01%
|
Reduced
|
|
|
1008
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$61K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1009
|
Rockefeller Financial Services
New York
|
$54K
|
-$549K
|
1
|
0%
|
Reduced
|
|
|
1010
|
Joel Isaacson & Co
New York
|
$53K
|
+$175
|
1
|
0.02%
|
Increased
|
|
|
1011
|
Community Financial Services Group
Newport,
Vermont
|
$48K
|
+$46.3K
|
1
|
0.02%
|
New
|
|
|
1012
|
Archford Capital Strategies
Swansea,
Illinois
|
$47.7K
|
+$45.9K
|
1
|
0.04%
|
New
|
|
|
1013
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$47K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1014
|
Grisanti Capital Management
New York
|
$45K
|
+$43.7K
|
1
|
0.02%
|
New
|
|
|
1015
|
Payden & Rygel
Los Angeles,
California
|
$45K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1016
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$45K
|
+$43.7K
|
1
|
0.04%
|
New
|
|
|
1017
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$40K
|
+$38.9K
|
1
|
0.04%
|
New
|
|
|
1018
|
Vigilant Capital Management
Portland,
Maine
|
$35K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1019
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$32K
|
-$12.2K
|
1
|
0.02%
|
Reduced
|
|
|
1020
|
Community Financial System
Syracuse,
New York
|
$31K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1021
|
Gemmer Asset Management
Walnut Creek,
California
|
$28K
|
+$26.7K
|
2
|
0.02%
|
New
|
|
|
1022
|
Somerset Trust
Somerset,
Pennsylvania
|
$28K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1023
|
QCI Asset Management
Pittsford,
New York
|
$27K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1024
|
Zions Trust National Association
Salt Lake City,
Utah
|
$24K
|
+$17.5K
|
1
|
0.03%
|
Increased
|
|
|
1025
|
FCM Investments
Dallas,
Texas
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|