|
1026
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$562K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1027
|
Royce & Associates
New York
|
$562K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1028
|
Apriem Advisors
Irvine,
California
|
$561K
|
-$5.72K
|
1
|
0.12%
|
Reduced
|
|
|
1029
|
Confluence Investment Management
St. Louis,
Missouri
|
$560K
|
-$55.5K
|
1
|
0.01%
|
Reduced
|
|
|
1030
|
American Financial Network Advisory Services
Calabasas,
California
|
$557K
|
+$550K
|
1
|
0.29%
|
Increased
|
|
|
1031
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$556K
|
+$557K
|
1
|
0.22%
|
New
|
|
|
1032
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$548K
|
+$275K
|
1
|
0.18%
|
Increased
|
|
|
1033
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$546K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1034
|
Rockefeller Capital Management
New York
|
$545K
|
+$349K
|
1
|
0.01%
|
Increased
|
|
|
1035
|
Bailard
Foster City,
California
|
$544K
|
+$545K
|
1
|
0.03%
|
New
|
|
|
1036
|
NWAM LLC
Mercer Island,
Washington
|
$544K
|
+$545K
|
1
|
0.12%
|
New
|
|
|
1037
|
Toth Financial Advisory
Leesburg,
Virginia
|
$544K
|
+$528K
|
1
|
0.12%
|
Increased
|
|
|
1038
|
M&R Capital Management
Summit,
New Jersey
|
$542K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1039
|
Montag & Associates
Atlanta,
Georgia
|
$535K
|
+$10.3K
|
1
|
0.05%
|
Increased
|
|
|
1040
|
Altium Wealth Management
Purchase,
New York
|
$533K
|
+$30.2K
|
1
|
0.1%
|
Increased
|
|
|
1041
|
Capital Investment Advisors
Atlanta,
Georgia
|
$529K
|
+$4.05K
|
1
|
0.03%
|
Increased
|
|
|
1042
|
Southport Management
Wilson,
Wyoming
|
$527K
|
-$572K
|
1
|
3.3%
|
Reduced
|
|
|
1043
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$526K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1044
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$524K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
1045
|
King Wealth Management Group
Naples,
Florida
|
$523K
|
-$8.81K
|
1
|
0.16%
|
Reduced
|
|
|
1046
|
Asset Dedication LLC
San Francisco,
California
|
$517K
|
+$51.6K
|
1
|
0.19%
|
Increased
|
|
|
1047
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$517K
|
+$288K
|
1
|
0.08%
|
Increased
|
|
|
1048
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$516K
|
-$9.42K
|
2
|
0.11%
|
Reduced
|
|
|
1049
|
Ausdal Financial Partners
Davenport,
Iowa
|
$515K
|
-$70.6K
|
1
|
0.15%
|
Reduced
|
|
|
1050
|
YorkBridge Wealth Partners
New York
|
$513K
|
+$50.3K
|
1
|
0.23%
|
Increased
|
|