|
1951
|
Partnervest Advisory Services
Santa Barbara,
California
|
$299K
|
-$8.25K
|
1
|
0.14%
|
Reduced
|
|
|
1952
|
Empirical Wealth Management
Seattle,
Washington
|
$298K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1953
|
Colrain Capital
Boston,
Massachusetts
|
$297K
|
-$74.4K
|
1
|
0.09%
|
Reduced
|
|
|
1954
|
Ensemble Capital Management
San Francisco,
California
|
$296K
|
+$309K
|
1
|
0.07%
|
New
|
|
|
1955
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$295K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1956
|
Gemmer Asset Management
Walnut Creek,
California
|
$294K
|
+$3.38K
|
9
|
0.13%
|
Increased
|
|
|
1957
|
Asset Dedication LLC
San Francisco,
California
|
$293K
|
-$2.96K
|
2
|
0.16%
|
Reduced
|
|
|
1958
|
Homrich & Berg
Atlanta,
Georgia
|
$293K
|
+$20.8K
|
1
|
0.03%
|
Increased
|
|
|
1959
|
Diker Management
New York
|
$292K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1960
|
Matisse Capital
Portland,
Oregon
|
$292K
|
+$8.29K
|
1
|
0.16%
|
Increased
|
|
|
1961
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$290K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1962
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$287K
|
+$17.4K
|
10
|
0.76%
|
Increased
|
|
|
1963
|
Cable Hill Partners
Portland,
Oregon
|
$285K
|
+$46.5K
|
11
|
0.15%
|
Increased
|
|
|
1964
|
|
$285K
|
+$284K
|
1
|
0.19%
|
New
|
|
|
1965
|
SteelBridge Private Wealth Advisors
Naples,
Florida
|
$285K
|
-$43.2K
|
1
|
0.43%
|
Reduced
|
|
|
1966
|
High Pointe Capital Management
Chicago,
Illinois
|
$284K
|
$0
|
1
|
0.45%
|
Maintained
|
|
|
1967
|
Berkeley Capital Partners
Milton,
Georgia
|
$282K
|
+$244K
|
1
|
0.19%
|
New
|
|
|
1968
|
Kazazian Asset Management
Fort Lauderdale,
Florida
|
$282K
|
-$197K
|
1
|
0.39%
|
Reduced
|
|
|
1969
|
SSI Investment Management
Los Angeles,
California
|
$282K
|
-$306
|
1
|
0.03%
|
Reduced
|
|
|
1970
|
Bellecapital
Zurich,
Switzerland
|
$281K
|
+$281K
|
1
|
0.26%
|
New
|
|
|
1971
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$281K
|
+$10.1K
|
3
|
0.03%
|
Increased
|
|
|
1972
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$280K
|
+$275K
|
2
|
0.17%
|
New
|
|
|
1973
|
Continuum Advisory
Eagle,
Idaho
|
$279K
|
+$279K
|
1
|
0.33%
|
New
|
|
|
1974
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$279K
|
-$27.1K
|
1
|
0.11%
|
Reduced
|
|
|
1975
|
Tarbox Family Office
Newport Beach,
California
|
$277K
|
-$161K
|
8
|
0.14%
|
Reduced
|
|