|
1926
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$391K
|
+$310K
|
1
|
0.11%
|
New
|
|
|
1927
|
Csenge Advisory Group
Clearwater,
Florida
|
$388K
|
+$308K
|
1
|
0.06%
|
New
|
|
|
1928
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$388K
|
+$308K
|
1
|
0.23%
|
New
|
|
|
1929
|
Hudock Inc
Williamsport,
Pennsylvania
|
$384K
|
-$1.52K
|
2
|
0.14%
|
Reduced
|
|
|
1930
|
D'Orazio & Associates
Falls Church,
Virginia
|
$383K
|
$0
|
2
|
0.17%
|
Maintained
|
|
|
1931
|
AssetMark Inc
Concord,
California
|
$381K
|
-$3.13M
|
2
|
0%
|
Reduced
|
|
|
1932
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$381K
|
-$8.71K
|
1
|
0.05%
|
Reduced
|
|
|
1933
|
Monarch Partners Asset Management
Boston,
Massachusetts
|
$379K
|
+$349K
|
1
|
0.09%
|
New
|
|
|
1934
|
Foundry Partners
Minneapolis,
Minnesota
|
$377K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1935
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$377K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1936
|
Financial Perspectives
Minneapolis,
Minnesota
|
$376K
|
$0
|
2
|
0.27%
|
Maintained
|
|
|
1937
|
Beam Wealth Advisors
Covington,
Louisiana
|
$376K
|
+$1.38K
|
1
|
0.38%
|
Increased
|
|
|
1938
|
Avior Wealth Management
Omaha,
Nebraska
|
$375K
|
+$224K
|
3
|
0.06%
|
Increased
|
|
|
1939
|
Levin Capital Strategies
New York
|
$375K
|
-$207K
|
2
|
0.05%
|
Reduced
|
|
|
1940
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$374K
|
-$12.9K
|
1
|
0.15%
|
Reduced
|
|
|
1941
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$371K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1942
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$371K
|
+$163K
|
1
|
0.02%
|
Increased
|
|
|
1943
|
Little House Capital
Braintree,
Massachusetts
|
$371K
|
-$27.9K
|
1
|
0.34%
|
Reduced
|
|
|
1944
|
Palladium Partners
Norfolk,
Virginia
|
$370K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1945
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$370K
|
+$134K
|
1
|
0.18%
|
Increased
|
|
|
1946
|
Corbett Road Capital Management
Mclean,
Virginia
|
$369K
|
+$71.6K
|
2
|
0.35%
|
Increased
|
|
|
1947
|
Jump Trading
Chicago,
Illinois
|
$369K
|
-$59.1K
|
1
|
0.25%
|
Reduced
|
|
|
1948
|
Howard Capital Management (New York)
New York
|
$367K
|
-$191K
|
1
|
0.05%
|
Reduced
|
|
|
1949
|
Beaton Management Company
Haverhill,
Massachusetts
|
$366K
|
$0
|
1
|
0.33%
|
Maintained
|
|
|
1950
|
Confluence Investment Management
St. Louis,
Missouri
|
$365K
|
-$2.9K
|
1
|
0.01%
|
Reduced
|
|