|
1051
|
Ballentine Partners
Waltham,
Massachusetts
|
$664K
|
+$600K
|
2
|
0.02%
|
New
|
|
|
1052
|
Forum Financial Management
Lombard,
Illinois
|
$663K
|
+$291K
|
2
|
0.03%
|
Increased
|
|
|
1053
|
Zhang Financial
Portage,
Michigan
|
$661K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1054
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$660K
|
+$431K
|
1
|
0.11%
|
Increased
|
|
|
1055
|
Advisor OS
Chicago,
Illinois
|
$657K
|
-$402K
|
1
|
0.2%
|
Reduced
|
|
|
1056
|
Paloma Partners
Greenwich,
Connecticut
|
$648K
|
-$2.55M
|
2
|
0.03%
|
Reduced
|
|
|
1057
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$648K
|
+$710K
|
1
|
0.45%
|
New
|
|
|
1058
|
Landscape Capital Management
Englewood,
New Jersey
|
$647K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
1059
|
CKW Financial Group
Honolulu,
Hawaii
|
$645K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1060
|
Equitable Holdings
New York
|
$643K
|
-$277K
|
1
|
0.01%
|
Reduced
|
|
|
1061
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$642K
|
-$39.3K
|
4
|
0.11%
|
Reduced
|
|
|
1062
|
World Equity Group
Schaumburg,
Illinois
|
$637K
|
+$135K
|
1
|
0.16%
|
Increased
|
|
|
1063
|
Claro Advisors
Boston,
Massachusetts
|
$632K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1064
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$632K
|
+$562K
|
2
|
0.1%
|
New
|
|
|
1065
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$629K
|
+$649K
|
2
|
0.02%
|
New
|
|
|
1066
|
IPG Investment Advisors
San Diego,
California
|
$629K
|
+$188K
|
1
|
0.18%
|
Increased
|
|
|
1067
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$628K
|
-$83.6K
|
2
|
0.03%
|
Reduced
|
|
|
1068
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$621K
|
+$241K
|
12
|
0.08%
|
Increased
|
|
|
1069
|
Boston Partners
Boston,
Massachusetts
|
$620K
|
-$25.7M
|
2
|
0%
|
Reduced
|
|
|
1070
|
|
$619K
|
+$265K
|
1
|
0.04%
|
Increased
|
|
|
1071
|
|
$619K
|
+$357K
|
2
|
0.4%
|
Increased
|
|
|
1072
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$618K
|
-$399K
|
3
|
0.17%
|
Reduced
|
|
|
1073
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$616K
|
+$535K
|
2
|
0.78%
|
New
|
|
|
1074
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$616K
|
+$110K
|
2
|
0%
|
Increased
|
|
|
1075
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$615K
|
$0
|
1
|
0.31%
|
Maintained
|
|