|
1926
|
New York Life Trust
New York
|
$155K
|
-$38.9K
|
1
|
0.64%
|
Reduced
|
|
|
1927
|
Covey Capital Advisors
Atlanta,
Georgia
|
$149K
|
+$153K
|
1
|
0.09%
|
New
|
|
|
1928
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$142K
|
-$1.21K
|
1
|
0.1%
|
Reduced
|
|
|
1929
|
NCM Capital Management Group
Durham,
North Carolina
|
$142K
|
+$12.6K
|
1
|
1.67%
|
Increased
|
|
|
1930
|
Flood Gamble Associates
New York
|
$140K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1931
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$138K
|
+$138K
|
1
|
0.01%
|
New
|
|
|
1932
|
DSC Advisors
Chicago,
Illinois
|
$132K
|
-$241K
|
1
|
0.07%
|
Reduced
|
|
|
1933
|
High Point Bank & Trust
High Point,
North Carolina
|
$132K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1934
|
Natixis Investment Managers International
Paris,
France
|
$129K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1935
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$122K
|
+$122K
|
2
|
0.07%
|
New
|
|
|
1936
|
Archford Capital Strategies
Swansea,
Illinois
|
$118K
|
-$4.33K
|
4
|
0.09%
|
Reduced
|
|
|
1937
|
Welch Group
Birmingham,
Alabama
|
$114K
|
-$10.3K
|
1
|
0.02%
|
Reduced
|
|
|
1938
|
VanEck Associates
New York
|
$110K
|
-$3.27M
|
1
|
0%
|
Reduced
|
|
|
1939
|
Domini Impact Investments
New York
|
$108K
|
+$38.2K
|
1
|
2.84%
|
Increased
|
|
|
1940
|
Friess Associates
Greenville,
Delaware
|
$108K
|
-$470K
|
1
|
0.01%
|
Reduced
|
|
|
1941
|
Madden Advisory Services
Jacksonville,
Florida
|
$100K
|
+$704
|
2
|
0.05%
|
Increased
|
|
|
1942
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$100K
|
+$2.52K
|
2
|
0.09%
|
Increased
|
|
|
1943
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$98K
|
+$58.9K
|
3
|
0.07%
|
Increased
|
|
|
1944
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$97K
|
+$19K
|
1
|
0.04%
|
Increased
|
|
|
1945
|
Zions Trust National Association
Salt Lake City,
Utah
|
$96K
|
-$13.2K
|
1
|
0.13%
|
Reduced
|
|
|
1946
|
Financial Management Professionals
Austin,
Texas
|
$90K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1947
|
Integrated Wealth Counsel
Carmel,
California
|
$80K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1948
|
Lenox Wealth Advisors
New York
|
$80K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1949
|
Noven Financial Group
Denver,
Colorado
|
$80K
|
-$86.1K
|
1
|
0.06%
|
Reduced
|
|
|
1950
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$76K
|
$0
|
1
|
0.01%
|
Maintained
|
|