|
1901
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$244K
|
+$144K
|
1
|
0.12%
|
Increased
|
|
|
1902
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$243K
|
+$43K
|
2
|
0.05%
|
Increased
|
|
|
1903
|
TradeLink Capital
Chicago,
Illinois
|
$242K
|
+$31.8K
|
3
|
0.32%
|
Increased
|
|
|
1904
|
AllSquare Wealth Management
Albany,
New York
|
$241K
|
+$231K
|
6
|
0.24%
|
New
|
|
|
1905
|
Donaldson Capital Management
Evansville,
Indiana
|
$241K
|
+$241K
|
1
|
0.04%
|
New
|
|
|
1906
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$240K
|
+$240K
|
1
|
0%
|
New
|
|
|
1907
|
McMillion Capital Management
Greensboro,
North Carolina
|
$240K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1908
|
Laurel Grove Capital
Los Angeles,
California
|
$238K
|
+$231K
|
1
|
0.14%
|
New
|
|
|
1909
|
American National Bank & Trust
Wichita Falls,
Texas
|
$237K
|
+$8.84K
|
3
|
0.09%
|
Increased
|
|
|
1910
|
Saratoga Research & Investment Management
Saratoga,
California
|
$236K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1911
|
Thomas White International
Chicago,
Illinois
|
$234K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1912
|
Healthcare Value Capital
Woodcliff Lake,
New Jersey
|
$233K
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
1913
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$232K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1914
|
Retirement Design & Management
Westport,
Connecticut
|
$229K
|
+$215K
|
1
|
0.17%
|
New
|
|
|
1915
|
Apriem Advisors
Irvine,
California
|
$228K
|
-$61.9K
|
4
|
0.08%
|
Reduced
|
|
|
1916
|
Partnervest Advisory Services
Santa Barbara,
California
|
$227K
|
-$138K
|
1
|
0.11%
|
Reduced
|
|
|
1917
|
Homrich & Berg
Atlanta,
Georgia
|
$225K
|
+$216K
|
1
|
0.02%
|
New
|
|
|
1918
|
Coldstream Capital Management
Bellevue,
Washington
|
$224K
|
+$214K
|
1
|
0.06%
|
New
|
|
|
1919
|
Trevor, Stewart, Burton & Jacobsen
New York
|
$223K
|
-$4.51M
|
1
|
0.18%
|
Reduced
|
|
|
1920
|
Cable Hill Partners
Portland,
Oregon
|
$221K
|
+$212K
|
7
|
0.22%
|
New
|
|
|
1921
|
Main Street Research
Lakeville,
Connecticut
|
$221K
|
-$8.4M
|
1
|
0.05%
|
Reduced
|
|
|
1922
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$221K
|
-$12.7K
|
1
|
0.02%
|
Reduced
|
|
|
1923
|
Stancorp Investment Advisers
Portland,
Oregon
|
$221K
|
+$222K
|
4
|
0.1%
|
New
|
|
|
1924
|
Payden & Rygel
Los Angeles,
California
|
$220K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1925
|
One Capital Management
Westlake Village,
California
|
$219K
|
-$210K
|
1
|
0.08%
|
Reduced
|
|