|
1926
|
Tarbox Family Office
Newport Beach,
California
|
$146K
|
+$4.78K
|
5
|
0.13%
|
Increased
|
|
|
1927
|
CKW Financial Group
Honolulu,
Hawaii
|
$145K
|
$0
|
6
|
0.06%
|
Maintained
|
|
|
1928
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$138K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1929
|
|
$138K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1930
|
Blume Capital Management
Berkeley,
California
|
$132K
|
-$17.7K
|
3
|
0.1%
|
Reduced
|
|
|
1931
|
British Steel Pension Fund
London,
United Kingdom
|
$132K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1932
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$128K
|
+$841
|
1
|
0.07%
|
Increased
|
|
|
1933
|
NCM Capital Management Group
Durham,
North Carolina
|
$120K
|
+$131K
|
1
|
1.41%
|
New
|
|
|
1934
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$118K
|
-$3.73K
|
4
|
0.1%
|
Reduced
|
|
|
1935
|
Orinda Asset Management
Lafayette,
California
|
$114K
|
+$124K
|
1
|
0.19%
|
New
|
|
|
1936
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$113K
|
+$48.8K
|
3
|
0.05%
|
Increased
|
|
|
1937
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$113K
|
+$116K
|
4
|
0.04%
|
New
|
|
|
1938
|
Private Ocean
San Rafael,
California
|
$110K
|
$0
|
3
|
0.08%
|
Maintained
|
|
|
1939
|
Waverly Advisors
Birmingham,
Alabama
|
$110K
|
-$293K
|
4
|
0.06%
|
Reduced
|
|
|
1940
|
Sound Energy Partners
Greenwich,
Connecticut
|
$107K
|
+$118K
|
1
|
0.08%
|
New
|
|
|
1941
|
Country Trust Bank
Bloomington,
Illinois
|
$103K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1942
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$101K
|
-$20.2K
|
2
|
0.06%
|
Reduced
|
|
|
1943
|
Capital International Inc
Los Angeles,
California
|
$98K
|
+$99.1K
|
1
|
0.01%
|
New
|
|
|
1944
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$94K
|
+$333
|
2
|
0.06%
|
Increased
|
|
|
1945
|
Formidable Asset Management
Cincinnati,
Ohio
|
$93K
|
-$990K
|
2
|
0.06%
|
Reduced
|
|
|
1946
|
Blackhill Capital
Morristown,
New Jersey
|
$91K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1947
|
Parasol Investment Management
Westmont,
Illinois
|
$91K
|
-$166K
|
2
|
0.06%
|
Reduced
|
|
|
1948
|
TD Capital Management
Memphis,
Tennessee
|
$90K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1949
|
Tortoise Investment Management
White Plains,
New York
|
$80K
|
-$2.96K
|
5
|
0.03%
|
Reduced
|
|
|
1950
|
Paracle Advisors
Mercer Island,
Washington
|
$78K
|
+$81.7K
|
1
|
0.06%
|
New
|
|