|
1901
|
Private Capital Advisors
Darien,
Connecticut
|
$520K
|
+$475K
|
1
|
0.17%
|
New
|
|
|
1902
|
Alethea Capital Management
Mercer Island,
Washington
|
$519K
|
$0
|
1
|
0.62%
|
Maintained
|
|
|
1903
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$518K
|
+$528K
|
3
|
0.31%
|
New
|
|
|
1904
|
|
$516K
|
$0
|
1
|
0.73%
|
Maintained
|
|
|
1905
|
Sunbelt Securities
Houston,
Texas
|
$516K
|
+$91K
|
2
|
0.78%
|
Increased
|
|
|
1906
|
Affiance Financial
St. Louis Park,
Minnesota
|
$515K
|
-$203K
|
1
|
0.4%
|
Reduced
|
|
|
1907
|
Duncker Streett & Co
St. Louis,
Missouri
|
$515K
|
+$9.45K
|
4
|
0.16%
|
Increased
|
|
|
1908
|
Kings Point Capital Management
Great Neck,
New York
|
$515K
|
+$8.47K
|
4
|
0.12%
|
Increased
|
|
|
1909
|
Bach Option
Wanchai,
Hong Kong
|
$512K
|
-$88.1K
|
1
|
0.39%
|
Reduced
|
|
|
1910
|
Kanawha Capital Management
Richmond,
Virginia
|
$511K
|
-$21.1K
|
1
|
0.08%
|
Reduced
|
|
|
1911
|
Waverton Investment Management
London,
United Kingdom
|
$510K
|
-$2.45K
|
1
|
0.03%
|
Reduced
|
|
|
1912
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$509K
|
+$331K
|
4
|
0.47%
|
Increased
|
|
|
1913
|
GW & Wade
Wellesley,
Massachusetts
|
$504K
|
-$111K
|
2
|
0.07%
|
Reduced
|
|
|
1914
|
Bath Savings Trust
Bath,
Maine
|
$503K
|
-$11.4K
|
2
|
0.15%
|
Reduced
|
|
|
1915
|
EP Wealth Advisors
Torrance,
California
|
$500K
|
-$61.9K
|
2
|
0.07%
|
Reduced
|
|
|
1916
|
Cue Advisory Services
Phoenix,
Arizona
|
$499K
|
-$24.9K
|
1
|
0.38%
|
Reduced
|
|
|
1917
|
LVW Advisors
Pittsford,
New York
|
$499K
|
$0
|
2
|
0.18%
|
Maintained
|
|
|
1918
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$497K
|
-$53.8K
|
2
|
0.18%
|
Reduced
|
|
|
1919
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$496K
|
-$5.81K
|
2
|
0.22%
|
Reduced
|
|
|
1920
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
$496K
|
+$453K
|
1
|
0.01%
|
New
|
|
|
1921
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$495K
|
-$1M
|
1
|
0.09%
|
Reduced
|
|
|
1922
|
Hilton Capital Management
Garden City,
New York
|
$495K
|
+$446K
|
1
|
0.1%
|
New
|
|
|
1923
|
Blankinship & Foster
Solana Beach,
California
|
$490K
|
$0
|
1
|
0.42%
|
Maintained
|
|
|
1924
|
Beck Mack & Oliver
New York
|
$484K
|
+$203K
|
2
|
0.02%
|
Increased
|
|
|
1925
|
Gemmer Asset Management
Walnut Creek,
California
|
$484K
|
+$181K
|
8
|
0.22%
|
Increased
|
|