|
1001
|
Fortis Capital Management
Bellevue,
Washington
|
$201K
|
+$145K
|
1
|
0.03%
|
New
|
|
|
1002
|
Mengis Capital Management
Portland,
Oregon
|
$201K
|
+$127K
|
1
|
0.04%
|
New
|
|
|
1003
|
Transcend Capital Advisors
Madison,
New Jersey
|
$201K
|
+$144K
|
1
|
0.02%
|
New
|
|
|
1004
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$200K
|
+$144K
|
1
|
0.01%
|
New
|
|
|
1005
|
Bayforest Capital
London,
United Kingdom
|
$191K
|
+$62.9K
|
1
|
0.08%
|
Increased
|
|
|
1006
|
NBT Bank
Norwich,
New York
|
$188K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1007
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$186K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1008
|
TFC Financial Management
Boston,
Massachusetts
|
$179K
|
+$20.4K
|
2
|
0.02%
|
Increased
|
|
|
1009
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$173K
|
+$119K
|
1
|
0.06%
|
New
|
|
|
1010
|
S.A. Mason
Holland,
Michigan
|
$173K
|
-$97.4K
|
1
|
0.08%
|
Reduced
|
|
|
1011
|
Blue Trust Inc
Alpharetta,
Georgia
|
$171K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1012
|
Avion Wealth
The Woodlands,
Texas
|
$170K
|
+$118K
|
2
|
0.04%
|
New
|
|
|
1013
|
Tuttle Capital Management
Riverside,
Connecticut
|
$167K
|
-$222K
|
1
|
0.69%
|
Reduced
|
|
|
1014
|
Arax Advisory Partners
Denver,
Colorado
|
$157K
|
+$34.5K
|
2
|
0.01%
|
Increased
|
|
|
1015
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$149K
|
+$55.9K
|
3
|
0.01%
|
Increased
|
|
|
1016
|
Cromwell Holdings
Jackson,
Wyoming
|
$147K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1017
|
Brown Brothers Harriman & Co
New York
|
$146K
|
+$9.93K
|
1
|
0%
|
Increased
|
|
|
1018
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$146K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1019
|
Bogart Wealth LLC
Mclean,
Virginia
|
$144K
|
-$12.7K
|
2
|
0.01%
|
Reduced
|
|
|
1020
|
Financial Management Professionals
Austin,
Texas
|
$142K
|
+$67.6K
|
2
|
0.02%
|
Increased
|
|
|
1021
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$139K
|
-$1.66K
|
2
|
0%
|
Reduced
|
|
|
1022
|
Sterling Capital Management
Charlotte,
North Carolina
|
$139K
|
+$83.1K
|
3
|
0%
|
Increased
|
|
|
1023
|
Centaurus Financial
Anaheim,
California
|
$138K
|
+$95.3K
|
1
|
0.01%
|
New
|
|
|
1024
|
Vestor Capital
Chicago,
Illinois
|
$138K
|
-$40K
|
1
|
0.01%
|
Reduced
|
|
|
1025
|
Montag & Associates
Atlanta,
Georgia
|
$134K
|
$0
|
1
|
0.01%
|
Maintained
|
|