|
1926
|
South Street Advisors
New York
|
$234K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1927
|
Balentine LLC
Atlanta,
Georgia
|
$233K
|
-$10.4K
|
3
|
0.02%
|
Reduced
|
|
|
1928
|
Benin Management Corp
Wilton,
Connecticut
|
$233K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1929
|
Tarbox Family Office
Newport Beach,
California
|
$233K
|
$0
|
4
|
0.11%
|
Maintained
|
|
|
1930
|
Darwin Wealth Management
Tampa,
Florida
|
$231K
|
+$991
|
1
|
0.13%
|
Increased
|
|
|
1931
|
Huntington Steele
Oaks,
Pennsylvania
|
$231K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1932
|
Millie Capital Management
Walnut Creek,
California
|
$231K
|
-$25K
|
1
|
0.2%
|
Reduced
|
|
|
1933
|
Mitchell Capital Management
Leawood,
Kansas
|
$231K
|
-$46.5K
|
1
|
0.09%
|
Reduced
|
|
|
1934
|
Vigilant Capital Management
Portland,
Maine
|
$231K
|
-$14.4K
|
1
|
0.04%
|
Reduced
|
|
|
1935
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$229K
|
-$40.4K
|
1
|
1.06%
|
Reduced
|
|
|
1936
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$229K
|
+$121
|
3
|
0.16%
|
Increased
|
|
|
1937
|
Gateway Advisory
Westfield,
New Jersey
|
$229K
|
-$9.79K
|
1
|
0.07%
|
Reduced
|
|
|
1938
|
Partnervest Advisory Services
Santa Barbara,
California
|
$229K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1939
|
West Paces Advisors
Atlanta,
Georgia
|
$229K
|
$0
|
4
|
0.18%
|
Maintained
|
|
|
1940
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$228K
|
-$3.68M
|
1
|
0.1%
|
Reduced
|
|
|
1941
|
Plancorp LLC
Saint Louis,
Missouri
|
$228K
|
-$60K
|
1
|
0.07%
|
Reduced
|
|
|
1942
|
Dodge & Cox
San Francisco,
California
|
$226K
|
-$56K
|
1
|
0%
|
Reduced
|
|
|
1943
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$225K
|
+$219K
|
1
|
0.13%
|
New
|
|
|
1944
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$222K
|
-$45.6K
|
1
|
0.04%
|
Reduced
|
|
|
1945
|
Garner Asset Management Corp
Plano,
Texas
|
$221K
|
+$215K
|
1
|
0.21%
|
New
|
|
|
1946
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$219K
|
-$34.3K
|
1
|
0.05%
|
Reduced
|
|
|
1947
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$218K
|
+$213K
|
1
|
0.06%
|
New
|
|
|
1948
|
Kimelman & Baird
New York
|
$218K
|
-$39.2K
|
1
|
0.03%
|
Reduced
|
|
|
1949
|
South Texas Money Management
San Antonio,
Texas
|
$217K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1950
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$216K
|
-$18.3K
|
1
|
0%
|
Reduced
|
|