|
1001
|
Financial Engines Advisors
Santa Clara,
California
|
$268K
|
+$303K
|
1
|
0%
|
New
|
|
|
1002
|
Headlands Technologies
Chicago,
Illinois
|
$266K
|
-$91.4K
|
3
|
0.03%
|
Reduced
|
|
|
1003
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$263K
|
+$249K
|
1
|
0.22%
|
New
|
|
|
1004
|
Pinnacle Associates
New York
|
$262K
|
+$223K
|
1
|
0%
|
New
|
|
|
1005
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$262K
|
+$223K
|
1
|
0.16%
|
New
|
|
|
1006
|
Park National Corp
Newark,
Ohio
|
$262K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1007
|
Global Retirement Partners
San Rafael,
California
|
$262K
|
+$232K
|
4
|
0.01%
|
New
|
|
|
1008
|
NWAM LLC
Mercer Island,
Washington
|
$261K
|
+$163K
|
1
|
0.02%
|
New
|
|
|
1009
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$260K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1010
|
Partnership Wealth Management
Towson,
Maryland
|
$260K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1011
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$257K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1012
|
M.E. Allison & Co
San Antonio,
Texas
|
$256K
|
+$218K
|
1
|
0.21%
|
New
|
|
|
1013
|
Calton & Associates
Tampa,
Florida
|
$256K
|
+$218K
|
1
|
0.04%
|
New
|
|
|
1014
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$255K
|
-$9.8K
|
1
|
0.12%
|
Reduced
|
|
|
1015
|
Level Four Advisory Services
Dallas,
Texas
|
$254K
|
+$217K
|
1
|
0.01%
|
New
|
|
|
1016
|
Essex Savings Bank
Essex,
Connecticut
|
$254K
|
+$5.47K
|
1
|
0.06%
|
Increased
|
|
|
1017
|
CreativeOne Wealth
Overland Park,
Kansas
|
$251K
|
-$32.1K
|
1
|
0.01%
|
Reduced
|
|
|
1018
|
Kercheville Advisors
San Antonio,
Texas
|
$251K
|
+$214K
|
1
|
0.09%
|
New
|
|
|
1019
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$250K
|
-$36.7K
|
1
|
0.12%
|
Reduced
|
|
|
1020
|
Integrity Alliance
Urbandale,
Iowa
|
$250K
|
-$74.9K
|
1
|
0.01%
|
Reduced
|
|
|
1021
|
Aristides Capital
Louisville,
Kentucky
|
$249K
|
-$70.7K
|
1
|
0.05%
|
Reduced
|
|
|
1022
|
Coldstream Capital Management
Bellevue,
Washington
|
$247K
|
-$108K
|
1
|
0%
|
Reduced
|
|
|
1023
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$247K
|
+$210K
|
1
|
0.02%
|
New
|
|
|
1024
|
Martin Capital Advisors
San Antonio,
Texas
|
$246K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1025
|
Krilogy Financial
St. Louis,
Missouri
|
$246K
|
+$238K
|
1
|
0.01%
|
New
|
|