|
1926
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$5.61M
|
-$22.9K
|
2
|
2.06%
|
Reduced
|
|
|
1927
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.61M
|
-$411K
|
4
|
0.99%
|
Reduced
|
|
|
1928
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.58M
|
+$580K
|
5
|
1.81%
|
Increased
|
|
|
1929
|
Alexandria Capital
Arlington,
Virginia
|
$5.58M
|
-$307K
|
8
|
1.36%
|
Reduced
|
|
|
1930
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.57M
|
-$75.6K
|
4
|
0.88%
|
Reduced
|
|
|
1931
|
Grassi Investment Management
Santa Clara,
California
|
$5.57M
|
-$380K
|
3
|
1.18%
|
Reduced
|
|
|
1932
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$5.57M
|
-$80.8K
|
3
|
3.14%
|
Reduced
|
|
|
1933
|
Palouse Capital Management
Spokane,
Washington
|
$5.56M
|
+$240K
|
2
|
2.14%
|
Increased
|
|
|
1934
|
Clean Yield Group
Norwich,
Vermont
|
$5.56M
|
-$91.2K
|
4
|
2.62%
|
Reduced
|
|
|
1935
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$5.55M
|
+$5.58M
|
2
|
0.4%
|
New
|
|
|
1936
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.54M
|
+$645K
|
9
|
1.44%
|
Increased
|
|
|
1937
|
Shinko Asset Management Company
Tokyo,
Japan
|
$5.53M
|
-$795K
|
9
|
0.05%
|
Reduced
|
|
|
1938
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$5.53M
|
+$3.29M
|
1
|
1.72%
|
Increased
|
|
|
1939
|
IberiaBank
Lafayette,
Louisiana
|
$5.52M
|
-$242K
|
4
|
2.83%
|
Reduced
|
|
|
1940
|
Hutchens Investment Management
Concord,
New Hampshire
|
$5.52M
|
-$4.47M
|
3
|
5.82%
|
Reduced
|
|
|
1941
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$5.52M
|
-$4.47M
|
3
|
5.82%
|
Reduced
|
|
|
1942
|
Oakworth Capital
Birmingham,
Alabama
|
$5.51M
|
+$2.77M
|
6
|
2.9%
|
Increased
|
|
|
1943
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$5.5M
|
+$12.5M
|
4
|
1.28%
|
Increased
|
|
|
1944
|
Zions Bancorporation
Salt Lake City,
Utah
|
$5.5M
|
-$1.81M
|
8
|
1.01%
|
Reduced
|
|
|
1945
|
Vista Equity Partners Management
San Francisco,
California
|
$5.48M
|
+$3.04M
|
1
|
3.28%
|
Increased
|
|
|
1946
|
Marshall & Sullivan
Seattle,
Washington
|
$5.48M
|
+$121K
|
5
|
7.15%
|
Increased
|
|
|
1947
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$5.48M
|
-$31.1M
|
2
|
0.2%
|
Reduced
|
|
|
1948
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$5.48M
|
+$914K
|
3
|
5.71%
|
Increased
|
|
|
1949
|
Consolidated Investment Group
Englewood,
Colorado
|
$5.47M
|
$0
|
1
|
2.54%
|
Maintained
|
|
|
1950
|
Investment Centers of America
Bismarck,
North Dakota
|
$5.47M
|
+$1.43M
|
5
|
0.83%
|
Increased
|
|
