|
1926
|
Ivory Investment Management
New York
|
$202K
|
-$76.5K
|
1
|
0.01%
|
Reduced
|
|
|
1927
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$201K
|
$0
|
3
|
0.1%
|
Maintained
|
|
|
1928
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$200K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1929
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$200K
|
+$50K
|
6
|
0.11%
|
Increased
|
|
|
1930
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$186K
|
+$199K
|
2
|
0.17%
|
New
|
|
|
1931
|
Apriem Advisors
Irvine,
California
|
$185K
|
+$8.41K
|
5
|
0.07%
|
Increased
|
|
|
1932
|
NCM Capital Management Group
Durham,
North Carolina
|
$184K
|
$0
|
1
|
2.16%
|
Maintained
|
|
|
1933
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$176K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1934
|
Gemmer Asset Management
Walnut Creek,
California
|
$174K
|
-$160K
|
8
|
0.1%
|
Reduced
|
|
|
1935
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$169K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1936
|
Petrus Trust Company
Dallas,
Texas
|
$169K
|
-$165K
|
1
|
0.04%
|
Reduced
|
|
|
1937
|
Delphi Private Advisors
San Diego,
California
|
$168K
|
+$176K
|
4
|
0.29%
|
New
|
|
|
1938
|
Millie Capital Management
Walnut Creek,
California
|
$167K
|
+$58.6K
|
1
|
0.17%
|
Increased
|
|
|
1939
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$158K
|
$0
|
2
|
0.54%
|
Maintained
|
|
|
1940
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$158K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1941
|
FCG Advisors
Chatham,
New Jersey
|
$157K
|
-$20.2K
|
1
|
0.09%
|
Reduced
|
|
|
1942
|
Risk Paradigm Group
Austin,
Texas
|
$156K
|
+$42K
|
4
|
0.18%
|
Increased
|
|
|
1943
|
Grove Bank & Trust
Miami,
Florida
|
$154K
|
+$166K
|
2
|
0.14%
|
New
|
|
|
1944
|
WESPAC Advisors SoCal
Pasadena,
California
|
$152K
|
+$165K
|
2
|
0.1%
|
New
|
|
|
1945
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$149K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
1946
|
Callahan Advisors
Houston,
Texas
|
$149K
|
-$67.1K
|
1
|
0.04%
|
Reduced
|
|
|
1947
|
Tarbox Family Office
Newport Beach,
California
|
$148K
|
+$1.31K
|
5
|
0.12%
|
Increased
|
|
|
1948
|
Investment Counselors of Maryland
Baltimore,
Maryland
|
$146K
|
+$21.5K
|
1
|
0.01%
|
Increased
|
|
|
1949
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$145K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1950
|
SFMG Wealth Advisors
Plano,
Texas
|
$145K
|
$0
|
1
|
0.03%
|
Maintained
|
|