|
1901
|
Penn Davis McFarland
Dallas,
Texas
|
$258K
|
+$245K
|
1
|
0.07%
|
New
|
|
|
1902
|
Cable Hill Partners
Portland,
Oregon
|
$254K
|
+$38K
|
14
|
0.18%
|
Increased
|
|
|
1903
|
Arete Wealth Advisors
Chicago,
Illinois
|
$253K
|
-$82.1K
|
1
|
0.15%
|
Reduced
|
|
|
1904
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$253K
|
-$70.2K
|
3
|
0.03%
|
Reduced
|
|
|
1905
|
Brookstone Capital Management
Wheaton,
Illinois
|
$252K
|
-$2.99K
|
1
|
0.03%
|
Reduced
|
|
|
1906
|
Berkeley Capital Partners
Milton,
Georgia
|
$247K
|
+$204K
|
1
|
0.18%
|
New
|
|
|
1907
|
IberiaBank
Lafayette,
Louisiana
|
$246K
|
-$356K
|
1
|
0.1%
|
Reduced
|
|
|
1908
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$245K
|
-$79.8K
|
1
|
0.07%
|
Reduced
|
|
|
1909
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$245K
|
-$333K
|
1
|
0.17%
|
Reduced
|
|
|
1910
|
Kanawha Capital Management
Richmond,
Virginia
|
$245K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1911
|
Americafirst Capital Management
Roseville,
California
|
$244K
|
-$2.87M
|
1
|
0.2%
|
Reduced
|
|
|
1912
|
EP Wealth Advisors
Torrance,
California
|
$243K
|
+$243K
|
1
|
0.04%
|
New
|
|
|
1913
|
Asset Advisors Corp
Augusta,
Georgia
|
$239K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1914
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$239K
|
-$15.4K
|
1
|
0.12%
|
Reduced
|
|
|
1915
|
Waverly Advisors
Birmingham,
Alabama
|
$238K
|
+$243K
|
1
|
0.1%
|
New
|
|
|
1916
|
Lehman Financial Resources
Media,
Pennsylvania
|
$237K
|
+$117K
|
1
|
0.14%
|
New
|
|
|
1917
|
Stockman Wealth Management
Billings,
Montana
|
$237K
|
-$155K
|
1
|
0.15%
|
Reduced
|
|
|
1918
|
Rail-Splitter Capital Management
Chicago,
Illinois
|
$236K
|
-$863K
|
1
|
0.07%
|
Reduced
|
|
|
1919
|
High Point Bank & Trust
High Point,
North Carolina
|
$235K
|
-$53.7K
|
4
|
0.06%
|
Reduced
|
|
|
1920
|
Nottingham Advisors
Amherst,
New York
|
$235K
|
+$240K
|
1
|
0.04%
|
New
|
|
|
1921
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$235K
|
-$79.2K
|
1
|
0.15%
|
Reduced
|
|
|
1922
|
RBF Capital
San Francisco,
California
|
$235K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1923
|
Sabal Trust
St. Petersburg,
Florida
|
$235K
|
-$269K
|
1
|
0.03%
|
Reduced
|
|
|
1924
|
Inverness Counsel
New York
|
$233K
|
-$401K
|
1
|
0.02%
|
Reduced
|
|
|
1925
|
One Capital Management
Westlake Village,
California
|
$233K
|
$0
|
1
|
0.08%
|
Maintained
|
|