|
801
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$340K
|
-$202K
|
7
|
0%
|
Reduced
|
|
|
802
|
|
$337K
|
-$920K
|
1
|
0.04%
|
Reduced
|
|
|
803
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$336K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
804
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$336K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
805
|
Independent Financial Group
San Diego,
California
|
$335K
|
-$8.07K
|
1
|
0.06%
|
Reduced
|
|
|
806
|
Geneos Wealth Management
Englewood,
Colorado
|
$334K
|
+$196K
|
8
|
0.02%
|
Increased
|
|
|
807
|
Telemetry Investments
New York
|
$331K
|
$0
|
1
|
0.72%
|
Maintained
|
|
|
808
|
Abbrea Capital
Greenbrae,
California
|
$330K
|
+$268K
|
1
|
0.07%
|
New
|
|
|
809
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$330K
|
+$256K
|
1
|
0.3%
|
New
|
|
|
810
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$330K
|
+$268K
|
1
|
0.04%
|
New
|
|
|
811
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$330K
|
+$268K
|
1
|
0.49%
|
New
|
|
|
812
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$329K
|
-$8.25M
|
1
|
0%
|
Reduced
|
|
|
813
|
V Wealth Advisors
Overland Park,
Kansas
|
$329K
|
-$63.4K
|
1
|
0.23%
|
Reduced
|
|
|
814
|
Western Wealth Management
Golden,
Colorado
|
$327K
|
+$254K
|
1
|
0.05%
|
New
|
|
|
815
|
Vigilant Capital Management
Portland,
Maine
|
$325K
|
-$75.4K
|
1
|
0.04%
|
Reduced
|
|
|
816
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$321K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
817
|
CPWM LLC
Seattle,
Washington
|
$315K
|
+$255K
|
1
|
0.03%
|
New
|
|
|
818
|
J.W. Burns & Co
Dewitt,
New York
|
$314K
|
-$111K
|
1
|
0.06%
|
Reduced
|
|
|
819
|
Linscomb Wealth
Houston,
Texas
|
$312K
|
-$27.5K
|
1
|
0.02%
|
Reduced
|
|
|
820
|
Weld Capital Management
New York
|
$311K
|
-$237K
|
1
|
0.12%
|
Reduced
|
|
|
821
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$310K
|
-$141K
|
1
|
0.03%
|
Reduced
|
|
|
822
|
|
$305K
|
+$246K
|
1
|
0.03%
|
New
|
|
|
823
|
Wealth Alliance
Mellville,
New York
|
$305K
|
+$246K
|
1
|
0.11%
|
New
|
|
|
824
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$304K
|
-$44.6K
|
1
|
0.05%
|
Reduced
|
|
|
825
|
First Allied Advisory Services
San Diego,
California
|
$304K
|
+$236K
|
1
|
0.01%
|
New
|
|