|
1901
|
Kelleher Financial Advisors
New York
|
$283K
|
-$66.7K
|
1
|
0.19%
|
Reduced
|
|
|
1902
|
First Long Island Investors
Jericho,
New York
|
$279K
|
+$279K
|
1
|
0.05%
|
New
|
|
|
1903
|
Harbourvest Partners
Boston,
Massachusetts
|
$278K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1904
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$278K
|
-$368K
|
1
|
0.52%
|
Reduced
|
|
|
1905
|
MU Investments Company
Tokyo,
Japan
|
$276K
|
-$75.9K
|
1
|
0.16%
|
Reduced
|
|
|
1906
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$275K
|
+$283K
|
1
|
0.36%
|
New
|
|
|
1907
|
Pure Financial Advisors
San Diego,
California
|
$275K
|
+$254K
|
1
|
0.12%
|
New
|
|
|
1908
|
Hexavest
Montreal,
Quebec, Canada
|
$274K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1909
|
Ronald Blue & Co
Roswell,
Georgia
|
$273K
|
-$1.31M
|
1
|
0.01%
|
Reduced
|
|
|
1910
|
Day & Ennis
Macon,
Georgia
|
$267K
|
+$251K
|
1
|
0.3%
|
New
|
|
|
1911
|
Domini Impact Investments
New York
|
$265K
|
-$58.1K
|
1
|
5.16%
|
Reduced
|
|
|
1912
|
Payden & Rygel
Los Angeles,
California
|
$265K
|
+$33.9K
|
3
|
0.04%
|
Increased
|
|
|
1913
|
SSI Investment Management
Los Angeles,
California
|
$265K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1914
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$264K
|
+$238
|
2
|
0.11%
|
Increased
|
|
|
1915
|
Cedar Capital
Barrington,
Illinois
|
$263K
|
+$248K
|
1
|
0.06%
|
New
|
|
|
1916
|
Mission Wealth Management
Santa Barbara,
California
|
$263K
|
+$10.3K
|
1
|
0.07%
|
Increased
|
|
|
1917
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$261K
|
-$1.2M
|
1
|
0.11%
|
Reduced
|
|
|
1918
|
Sentinel Trust
Houston,
Texas
|
$261K
|
-$8.89K
|
1
|
0.04%
|
Reduced
|
|
|
1919
|
Daiwa SB Investments
Tokyo,
Japan
|
$260K
|
-$1.25M
|
1
|
0.06%
|
Reduced
|
|
|
1920
|
Cribstone Capital Management
Augusta,
Maine
|
$259K
|
+$224K
|
1
|
0.21%
|
New
|
|
|
1921
|
Midas Management
New York
|
$259K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1922
|
Wealth Architects
Mountain View,
California
|
$259K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1923
|
Kanawha Capital Management
Richmond,
Virginia
|
$258K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1924
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$255K
|
+$18.8K
|
4
|
0.14%
|
Increased
|
|
|
1925
|
Catamount Wealth Management
Westport,
Connecticut
|
$254K
|
+$209K
|
2
|
0.23%
|
Increased
|
|