|
1001
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$104K
|
+$101K
|
1
|
0.08%
|
Increased
|
|
|
1002
|
Gilder Gagnon Howe & Co
New York
|
$103K
|
+$105K
|
1
|
0%
|
New
|
|
|
1003
|
First Personal Financial Services
Charlotte,
North Carolina
|
$102K
|
+$73.3K
|
4
|
0.03%
|
Increased
|
|
|
1004
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$101K
|
+$1.01K
|
3
|
0.01%
|
Increased
|
|
|
1005
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$99K
|
-$89.1K
|
1
|
0.01%
|
Reduced
|
|
|
1006
|
West Oak Capital
Westlake Village,
California
|
$88K
|
+$8.97K
|
2
|
0.06%
|
Increased
|
|
|
1007
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$86K
|
+$3.23K
|
3
|
0.07%
|
Increased
|
|
|
1008
|
Synovus Financial
Columbus,
Georgia
|
$86K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1009
|
Israel Discount Bank of New York
New York
|
$85K
|
+$83.4K
|
1
|
0.08%
|
New
|
|
|
1010
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$82K
|
-$26
|
1
|
0%
|
Reduced
|
|
|
1011
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$82K
|
+$41K
|
3
|
0.01%
|
Increased
|
|
|
1012
|
Kanaly Trust
Houston,
Texas
|
$75K
|
+$16.7K
|
3
|
0.02%
|
Increased
|
|
|
1013
|
Thompson Davis & Co
Richmond,
Virginia
|
$68K
|
-$1.88K
|
2
|
0.11%
|
Reduced
|
|
|
1014
|
Balentine LLC
Atlanta,
Georgia
|
$67K
|
+$16.7K
|
2
|
0.01%
|
Increased
|
|
|
1015
|
Grove Bank & Trust
Miami,
Florida
|
$67K
|
+$5.07K
|
2
|
0.05%
|
Increased
|
|
|
1016
|
Omnia Family Wealth
Aventura,
Florida
|
$67K
|
+$68.2K
|
3
|
0.03%
|
New
|
|
|
1017
|
Vigilant Capital Management
Portland,
Maine
|
$66K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1018
|
Group One Trading
Chicago,
Illinois
|
$65K
|
+$42.8K
|
3
|
0%
|
Increased
|
|
|
1019
|
Brown Brothers Harriman & Co
New York
|
$64K
|
-$32.6K
|
1
|
0%
|
Reduced
|
|
|
1020
|
Sutton Wealth Advisors
Tampa,
Florida
|
$63.4K
|
+$7.35K
|
4
|
0.06%
|
Increased
|
|
|
1021
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$63K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1022
|
Bruderman Asset Management
Locust Valley,
New York
|
$62K
|
+$35.5K
|
1
|
0.02%
|
Increased
|
|
|
1023
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$62K
|
+$60.6K
|
1
|
0.05%
|
New
|
|
|
1024
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$60K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1025
|
Steward Partners Investment Advisory
New York
|
$60K
|
+$59.2K
|
2
|
0.03%
|
New
|
|