|
1926
|
Integrated Wealth Counsel
Carmel,
California
|
$54K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1927
|
Financial Advantage
Columbia,
Maryland
|
$52K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1928
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$47K
|
+$45.1K
|
2
|
0.04%
|
New
|
|
|
1929
|
Garrison Bradford & Associates
New York
|
$47K
|
+$9.57K
|
1
|
0.04%
|
Increased
|
|
|
1930
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$44K
|
-$15.9K
|
1
|
0%
|
Reduced
|
|
|
1931
|
Hexavest
Montreal,
Quebec, Canada
|
$43K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1932
|
Pathstone Family Office
Englewood,
New Jersey
|
$42K
|
+$39.5K
|
2
|
0.09%
|
Increased
|
|
|
1933
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$41K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1934
|
First Washington Corp
Seattle,
Washington
|
$39K
|
+$33.6K
|
2
|
0.02%
|
New
|
|
|
1935
|
Madden Advisory Services
Jacksonville,
Florida
|
$37K
|
+$4.34K
|
2
|
0.03%
|
Increased
|
|
|
1936
|
Daiwa SB Investments
Tokyo,
Japan
|
$35K
|
-$77.4K
|
1
|
0%
|
Reduced
|
|
|
1937
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$34K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1938
|
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
$33K
|
-$47K
|
1
|
0.02%
|
Reduced
|
|
|
1939
|
CFS LLC
Oklahoma City,
Oklahoma
|
$30K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1940
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$30K
|
+$27.6K
|
1
|
0.03%
|
New
|
|
|
1941
|
Parasol Investment Management
Westmont,
Illinois
|
$30K
|
+$25.6K
|
1
|
0.02%
|
New
|
|
|
1942
|
EJF Capital
Arlington,
Virginia
|
$29K
|
+$38K
|
2
|
0%
|
New
|
|
|
1943
|
Lenox Wealth Advisors
New York
|
$29K
|
+$14.6K
|
3
|
0.02%
|
Increased
|
|
|
1944
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$29K
|
+$32.1K
|
2
|
0.01%
|
New
|
|
|
1945
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$27K
|
+$74
|
1
|
0.02%
|
Increased
|
|
|
1946
|
First Foundation Advisors
Irvine,
California
|
$25K
|
-$231K
|
1
|
0%
|
Reduced
|
|
|
1947
|
Raffa Wealth Management
Washington,
District of Columbia
|
$24.2K
|
+$23.4K
|
8
|
0.01%
|
New
|
|
|
1948
|
Macroview Investment Management
Bethesda,
Maryland
|
$23K
|
+$84
|
3
|
0.04%
|
Increased
|
|
|
1949
|
Family Capital Trust
Peabody,
Massachusetts
|
$22K
|
-$183K
|
1
|
0.01%
|
Reduced
|
|
|
1950
|
FCM Investments
Dallas,
Texas
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|