|
1001
|
Circle Wealth Management
Summit,
New Jersey
|
$291K
|
+$33.8K
|
1
|
0%
|
Increased
|
|
|
1002
|
Insigneo Advisory Services
Miami,
Florida
|
$290K
|
-$215K
|
2
|
0.02%
|
Reduced
|
|
|
1003
|
Level Four Advisory Services
Dallas,
Texas
|
$290K
|
+$176K
|
2
|
0.01%
|
Increased
|
|
|
1004
|
|
$290K
|
+$420K
|
1
|
0.02%
|
New
|
|
|
1005
|
Tradewinds LLC
Raleigh,
North Carolina
|
$290K
|
-$545K
|
1
|
0.09%
|
Reduced
|
|
|
1006
|
Brown Brothers Harriman & Co
New York
|
$288K
|
+$87K
|
2
|
0%
|
Increased
|
|
|
1007
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$287K
|
+$302K
|
1
|
0.01%
|
New
|
|
|
1008
|
Smith, Moore & Co
Clayton,
Missouri
|
$287K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1009
|
Fulton Bank
Lancaster,
Pennsylvania
|
$287K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1010
|
Focus Financial Network
Minneapolis,
Minnesota
|
$286K
|
-$38.4K
|
1
|
0.01%
|
Reduced
|
|
|
1011
|
Boston Partners
Boston,
Massachusetts
|
$285K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1012
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$285K
|
-$8.58K
|
1
|
0.02%
|
Reduced
|
|
|
1013
|
Personal CFO Solutions
Chester,
New Jersey
|
$284K
|
-$25.6K
|
1
|
0.04%
|
Reduced
|
|
|
1014
|
Thompson Investment Management
Madison,
Wisconsin
|
$283K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1015
|
Wolverine Asset Management
Chicago,
Illinois
|
$279K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1016
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$277K
|
+$292K
|
1
|
0.02%
|
New
|
|
|
1017
|
Naviter Wealth
Little Rock,
Arkansas
|
$277K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1018
|
Strategic Blueprint
Atlanta,
Georgia
|
$276K
|
-$4.96K
|
1
|
0.02%
|
Reduced
|
|
|
1019
|
Groupama Asset Management
Paris,
France
|
$275K
|
-$12.5K
|
1
|
0%
|
Reduced
|
|
|
1020
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$275K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1021
|
Phoenix Financial
Givatayim,
Israel
|
$275K
|
+$291K
|
1
|
0%
|
New
|
|
|
1022
|
Bluefin Capital Management
New York
|
$274K
|
+$318K
|
2
|
0.18%
|
New
|
|
|
1023
|
S.A. Mason
Holland,
Michigan
|
$271K
|
+$6.87K
|
1
|
0.1%
|
Increased
|
|
|
1024
|
Northbridge Financial Group
Tampa,
Florida
|
$270K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1025
|
Evelyn Partners Investment Management
London,
|
$269K
|
-$269K
|
1
|
0.01%
|
Reduced
|
|
