|
1001
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$493K
|
+$490K
|
1
|
0.18%
|
New
|
|
|
1002
|
|
$492K
|
+$514K
|
1
|
0.1%
|
New
|
|
|
1003
|
Deltec Asset Management
New York
|
$487K
|
+$510K
|
1
|
0.07%
|
New
|
|
|
1004
|
Maverick Capital
Dallas,
Texas
|
$486K
|
-$1.2M
|
1
|
0%
|
Reduced
|
|
|
1005
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$482K
|
+$491K
|
1
|
0.02%
|
New
|
|
|
1006
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$481K
|
+$207K
|
2
|
0.08%
|
Increased
|
|
|
1007
|
MGO One Seven
Beachwood,
Ohio
|
$480K
|
-$158K
|
1
|
0.08%
|
Reduced
|
|
|
1008
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$478K
|
+$502K
|
7
|
0.06%
|
Increased
|
|
|
1009
|
Independent Financial Group
San Diego,
California
|
$478K
|
-$612K
|
1
|
0.06%
|
Reduced
|
|
|
1010
|
V Wealth Advisors
Overland Park,
Kansas
|
$477K
|
+$60.3K
|
1
|
0.09%
|
Increased
|
|
|
1011
|
Garner Asset Management Corp
Plano,
Texas
|
$475K
|
-$11K
|
1
|
0.24%
|
Reduced
|
|
|
1012
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$471K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1013
|
Pitcairn
Conshohocken,
Pennsylvania
|
$470K
|
-$779K
|
1
|
0.03%
|
Reduced
|
|
|
1014
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$466K
|
+$5.25K
|
1
|
0.36%
|
Increased
|
|
|
1015
|
Echo Street Capital Management
New York
|
$466K
|
+$516K
|
1
|
0%
|
New
|
|
|
1016
|
Spirit of America Management Corp
Syosset,
New York
|
$461K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
1017
|
Arden Trust
Wilmington,
Delaware
|
$457K
|
-$110K
|
1
|
0.08%
|
Reduced
|
|
|
1018
|
Samalin Investment Counsel
Chappaqua,
New York
|
$457K
|
-$36.5K
|
2
|
0.31%
|
Reduced
|
|
|
1019
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$455K
|
-$502K
|
1
|
0.07%
|
Reduced
|
|
|
1020
|
Carlson Capital
Dallas,
Texas
|
$454K
|
-$13.1M
|
1
|
0.02%
|
Reduced
|
|
|
1021
|
Venture Visionary Partners
Sylvania,
Ohio
|
$454K
|
+$30.5K
|
1
|
0.04%
|
Increased
|
|
|
1022
|
J.W. Cole Advisors
Tampa,
Florida
|
$453K
|
-$392K
|
1
|
0.04%
|
Reduced
|
|
|
1023
|
Orion Capital Management
Coronado,
California
|
$453K
|
+$598K
|
2
|
0.32%
|
New
|
|
|
1024
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$451K
|
-$390K
|
2
|
0.08%
|
Reduced
|
|
|
1025
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$450K
|
+$152K
|
6
|
0.07%
|
Increased
|
|