|
1001
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$225K
|
+$183K
|
1
|
0%
|
New
|
|
|
1002
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$223K
|
+$253K
|
1
|
0.01%
|
New
|
|
|
1003
|
Levin Capital Strategies
New York
|
$220K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1004
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$218K
|
+$68.6K
|
2
|
0.03%
|
Increased
|
|
|
1005
|
Westpac Banking Corp
Sydney,
Australia
|
$214K
|
+$210K
|
1
|
0.01%
|
New
|
|
|
1006
|
SteelPeak Wealth
Woodland Hills,
California
|
$213K
|
+$243K
|
1
|
0.01%
|
New
|
|
|
1007
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$211K
|
+$171K
|
1
|
0.03%
|
New
|
|
|
1008
|
Valeo Financial Advisors
Carmel,
Indiana
|
$210K
|
+$239K
|
1
|
0.01%
|
New
|
|
|
1009
|
Shelton Capital Management
Denver,
Colorado
|
$209K
|
-$272K
|
1
|
0%
|
Reduced
|
|
|
1010
|
Cannon Advisors
Charlotte,
North Carolina
|
$208K
|
+$205K
|
1
|
0.15%
|
New
|
|
|
1011
|
Clearview Wealth Management
Irvine,
California
|
$207K
|
+$236K
|
1
|
0.15%
|
New
|
|
|
1012
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$207K
|
+$203K
|
1
|
0.01%
|
New
|
|
|
1013
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$206K
|
+$189K
|
1
|
0%
|
New
|
|
|
1014
|
Plan A Wealth
Lincoln,
Nebraska
|
$205K
|
-$43.1K
|
1
|
0.1%
|
Reduced
|
|
|
1015
|
Hilltop Holdings
Dallas,
Texas
|
$204K
|
+$200K
|
1
|
0.02%
|
New
|
|
|
1016
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$204K
|
+$233K
|
1
|
0.16%
|
New
|
|
|
1017
|
Oak Ridge Investments
Chicago,
Illinois
|
$203K
|
+$231K
|
1
|
0.01%
|
New
|
|
|
1018
|
L2 Asset Management
Wayland,
Massachusetts
|
$203K
|
+$199K
|
1
|
0.02%
|
New
|
|
|
1019
|
Fidelis Capital Partners
Tampa,
Florida
|
$202K
|
+$198K
|
1
|
0.01%
|
New
|
|
|
1020
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$201K
|
+$197K
|
1
|
0.01%
|
New
|
|
|
1021
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$197K
|
+$193K
|
1
|
0.48%
|
New
|
|
|
1022
|
BOK Financial
Tulsa,
Oklahoma
|
$196K
|
+$69.4K
|
3
|
0%
|
Increased
|
|
|
1023
|
Kemnay Advisory Services
New York
|
$193K
|
+$94.1K
|
4
|
0.03%
|
Increased
|
|
|
1024
|
Activest Wealth Management
Aventure,
Florida
|
$182K
|
-$17K
|
4
|
0.03%
|
Reduced
|
|
|
1025
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$181K
|
+$37.7K
|
1
|
0.03%
|
Increased
|
|