|
1926
|
S.A. Mason
Holland,
Michigan
|
$154K
|
$0
|
3
|
0.11%
|
Maintained
|
|
|
1927
|
Channing Global Advisors
Miami,
Florida
|
$153K
|
+$57.7K
|
1
|
0.15%
|
Increased
|
|
|
1928
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$152K
|
+$4.9K
|
10
|
0.01%
|
Increased
|
|
|
1929
|
1900 Wealth Management
San Antonio,
Texas
|
$149K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1930
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$149K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1931
|
Zions Bancorporation
Salt Lake City,
Utah
|
$147K
|
-$10K
|
5
|
0.01%
|
Reduced
|
|
|
1932
|
Pin Oak Investment Advisors
Houston,
Texas
|
$146K
|
+$1.45K
|
5
|
0.16%
|
Increased
|
|
|
1933
|
CapWealth Advisors
Franklin,
Tennessee
|
$145K
|
+$42.9K
|
1
|
0.02%
|
Increased
|
|
|
1934
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$145K
|
-$1.65K
|
4
|
0.03%
|
Reduced
|
|
|
1935
|
Meitav Investment House
Bene-Beraq,
Israel
|
$145K
|
-$517K
|
2
|
0%
|
Reduced
|
|
|
1936
|
Key Financial Inc
West Chester,
Pennsylvania
|
$142K
|
+$193
|
6
|
0.05%
|
Increased
|
|
|
1937
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$140K
|
-$18.2K
|
6
|
0.04%
|
Reduced
|
|
|
1938
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$140K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1939
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$140K
|
+$10.2K
|
5
|
0.07%
|
Increased
|
|
|
1940
|
Rock Creek Group
Washington,
District of Columbia
|
$139K
|
+$129K
|
1
|
0.02%
|
New
|
|
|
1941
|
Financial Perspectives
Minneapolis,
Minnesota
|
$137K
|
$0
|
4
|
0.06%
|
Maintained
|
|
|
1942
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$137K
|
+$6.65K
|
3
|
0.03%
|
Increased
|
|
|
1943
|
United Community Bank
Greenville,
South Carolina
|
$135K
|
+$25.7K
|
1
|
0.12%
|
Increased
|
|
|
1944
|
Tucker Asset Management
Littleton,
Colorado
|
$133K
|
-$6.08K
|
2
|
0.04%
|
Reduced
|
|
|
1945
|
Teton Advisors
Rye,
New York
|
$131K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1946
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$127K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1947
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$126K
|
-$10.4M
|
1
|
0%
|
Reduced
|
|
|
1948
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$125K
|
+$130K
|
4
|
0.06%
|
New
|
|
|
1949
|
Hollencrest Capital Management
Newport Beach,
California
|
$124K
|
-$17.9K
|
4
|
0.01%
|
Reduced
|
|
|
1950
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$124K
|
+$1.43K
|
2
|
0.07%
|
Increased
|
|