|
1901
|
VNBTrust National Association
Charlottesville,
Virginia
|
$258K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1902
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$257K
|
-$2.14M
|
1
|
0.03%
|
Reduced
|
|
|
1903
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$257K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1904
|
IMS Capital Management
Portland,
Oregon
|
$257K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1905
|
C WorldWide Group
Copenhagen,
Denmark
|
$254K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1906
|
Whalerock Point Partners
Providence,
Rhode Island
|
$254K
|
+$254K
|
1
|
0.11%
|
New
|
|
|
1907
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$253K
|
-$225K
|
1
|
0.04%
|
Reduced
|
|
|
1908
|
Matrix Asset Advisors
White Plains,
New York
|
$251K
|
-$1.15K
|
1
|
0.04%
|
Reduced
|
|
|
1909
|
Nelson Capital Management
Menlo Park,
California
|
$250K
|
-$23K
|
4
|
0.09%
|
Reduced
|
|
|
1910
|
Gemmer Asset Management
Walnut Creek,
California
|
$247K
|
+$607
|
13
|
0.13%
|
Increased
|
|
|
1911
|
Highwater Wealth Management
Glendale,
Colorado
|
$247K
|
+$243K
|
1
|
1.38%
|
New
|
|
|
1912
|
Cardan Capital Partners
Denver,
Colorado
|
$246K
|
+$232K
|
1
|
0.05%
|
New
|
|
|
1913
|
Granite Point Capital Management
Boston,
Massachusetts
|
$246K
|
+$192K
|
1
|
0.1%
|
New
|
|
|
1914
|
Lloyds Banking Group
London,
United Kingdom
|
$246K
|
-$66.6K
|
2
|
2.21%
|
Reduced
|
|
|
1915
|
D'Orazio & Associates
Falls Church,
Virginia
|
$244K
|
-$10K
|
2
|
0.1%
|
Reduced
|
|
|
1916
|
Darwin Wealth Management
Tampa,
Florida
|
$243K
|
-$38.7K
|
1
|
0.19%
|
Reduced
|
|
|
1917
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$243K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1918
|
Anchor Investment Management
Columbia,
South Carolina
|
$243K
|
-$23.2K
|
3
|
0.09%
|
Reduced
|
|
|
1919
|
Tarbox Family Office
Newport Beach,
California
|
$241K
|
+$1.18K
|
5
|
0.16%
|
Increased
|
|
|
1920
|
Hourglass Capital
Houston,
Texas
|
$239K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1921
|
Avidian Wealth Enterprises
Houston,
Texas
|
$237K
|
-$333K
|
1
|
0.1%
|
Reduced
|
|
|
1922
|
Financial Advisory Group
Houston,
Texas
|
$237K
|
+$4.29K
|
1
|
0.1%
|
Increased
|
|
|
1923
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$237K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1924
|
Reilly Financial Advisors
La Mesa,
California
|
$237K
|
+$81.5K
|
4
|
0.04%
|
Increased
|
|
|
1925
|
Weiss Asset Management
Boston,
Massachusetts
|
$237K
|
+$236K
|
1
|
0.04%
|
New
|
|