|
1001
|
B. Riley Financial
Los Angeles,
California
|
$228K
|
+$213K
|
1
|
0.06%
|
New
|
|
|
1002
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$228K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1003
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$228K
|
+$213K
|
1
|
0.09%
|
New
|
|
|
1004
|
Gagnon Securities
New York
|
$223K
|
+$208K
|
1
|
0.08%
|
New
|
|
|
1005
|
Seven Bridges Advisors
New York
|
$220K
|
+$206K
|
1
|
0.18%
|
New
|
|
|
1006
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$219K
|
+$205K
|
1
|
0.1%
|
New
|
|
|
1007
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$218K
|
+$204K
|
1
|
0.07%
|
New
|
|
|
1008
|
Personal Capital Advisors
Redwood City,
California
|
$218K
|
+$204K
|
1
|
0%
|
New
|
|
|
1009
|
PagnatoKarp Partners
Reston,
Virginia
|
$214K
|
+$200K
|
1
|
0.05%
|
New
|
|
|
1010
|
Visionary Asset Management
Houston,
Texas
|
$214K
|
+$201K
|
1
|
0.06%
|
New
|
|
|
1011
|
Bank of Stockton
Stockton,
California
|
$212K
|
+$199K
|
1
|
0.1%
|
New
|
|
|
1012
|
Arax Advisory Partners
Denver,
Colorado
|
$211K
|
+$779
|
1
|
0.1%
|
Increased
|
|
|
1013
|
Teewinot Capital Advisers
New York
|
$211K
|
+$198K
|
1
|
0.09%
|
New
|
|
|
1014
|
Ausdal Financial Partners
Davenport,
Iowa
|
$206K
|
+$193K
|
1
|
0.08%
|
New
|
|
|
1015
|
Grassi Investment Management
Santa Clara,
California
|
$205K
|
+$192K
|
1
|
0.03%
|
New
|
|
|
1016
|
Parkwood LLC
Cleveland,
Ohio
|
$204K
|
-$146K
|
1
|
0.03%
|
Reduced
|
|
|
1017
|
WMS Partners
Towson,
Maryland
|
$204K
|
+$191K
|
1
|
0.02%
|
New
|
|
|
1018
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$203K
|
+$190K
|
1
|
0.03%
|
New
|
|
|
1019
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$202K
|
+$189K
|
1
|
0.04%
|
New
|
|
|
1020
|
First American Bank
Dundee,
Illinois
|
$200K
|
-$100K
|
1
|
0.02%
|
Reduced
|
|
|
1021
|
|
$200K
|
+$188K
|
1
|
0.19%
|
New
|
|
|
1022
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$197K
|
+$28.8K
|
1
|
0.02%
|
Increased
|
|
|
1023
|
American Financial Network Advisory Services
Calabasas,
California
|
$188K
|
+$176K
|
1
|
0.08%
|
New
|
|
|
1024
|
Harvest Fund Management
Beijing,
China
|
$183K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1025
|
Valeo Financial Advisors
Carmel,
Indiana
|
$172K
|
+$161K
|
1
|
0.04%
|
New
|
|