|
1926
|
Valley National Bancorp
New York
|
$79K
|
-$47.7K
|
1
|
0.09%
|
Reduced
|
|
|
1927
|
Integrated Wealth Counsel
Carmel,
California
|
$78K
|
-$9K
|
1
|
0.06%
|
Reduced
|
|
|
1928
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$77K
|
-$1K
|
1
|
0.03%
|
Reduced
|
|
|
1929
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$75K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1930
|
Hartford Financial Management
Hartford,
Connecticut
|
$74K
|
+$9.53K
|
1
|
0.04%
|
Increased
|
|
|
1931
|
Veritas Investment Management
London,
United Kingdom
|
$73K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1932
|
MCF Advisors
Covington,
Kentucky
|
$64K
|
+$405
|
1
|
0.02%
|
Increased
|
|
|
1933
|
Tarbox Family Office
Newport Beach,
California
|
$62K
|
-$11K
|
5
|
0.06%
|
Reduced
|
|
|
1934
|
Cordasco Financial Network
Naples,
Florida
|
$60K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1935
|
Antonetti Capital Management
Naples,
Florida
|
$53K
|
-$41.8K
|
1
|
0.04%
|
Reduced
|
|
|
1936
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$51K
|
-$1.67K
|
2
|
0.05%
|
Reduced
|
|
|
1937
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$51K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1938
|
WealthTrust Fairport
Cleveland,
Ohio
|
$50K
|
+$46.4K
|
1
|
0.01%
|
Increased
|
|
|
1939
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$49K
|
-$333K
|
2
|
0.01%
|
Reduced
|
|
|
1940
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$47K
|
+$1.22K
|
1
|
0.03%
|
Increased
|
|
|
1941
|
Shamrock Asset Management
Dallas,
Texas
|
$44K
|
+$40K
|
1
|
0.01%
|
Increased
|
|
|
1942
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$37K
|
-$4.77K
|
1
|
0.03%
|
Reduced
|
|
|
1943
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$36K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1944
|
SRH Advisors
Salina,
Kansas
|
$35K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1945
|
Avior Wealth Management
Omaha,
Nebraska
|
$33K
|
-$39.6K
|
1
|
0.03%
|
Reduced
|
|
|
1946
|
Parasol Investment Management
Westmont,
Illinois
|
$32K
|
+$7.01K
|
2
|
0.02%
|
Increased
|
|
|
1947
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$30K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1948
|
Holt Capital Partners
Fort Worth,
Texas
|
$30K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1949
|
McKinley Capital Management
Anchorage,
Alaska
|
$26K
|
-$12.3K
|
1
|
0%
|
Reduced
|
|
|
1950
|
Amida Capital Management II
New York
|
$25K
|
+$23.8K
|
1
|
0.03%
|
New
|
|