|
1901
|
Caerus Global Investors
New York
|
$480K
|
-$684K
|
1
|
1.72%
|
Reduced
|
|
|
1902
|
|
$480K
|
-$32.9K
|
1
|
0.46%
|
Reduced
|
|
|
1903
|
M Holdings Securities
Portland,
Oregon
|
$480K
|
-$19.3K
|
1
|
0.32%
|
Reduced
|
|
|
1904
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$478K
|
-$419K
|
1
|
0.49%
|
Reduced
|
|
|
1905
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$476K
|
-$31.7K
|
5
|
0.27%
|
Reduced
|
|
|
1906
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$475K
|
+$15.2K
|
2
|
0.22%
|
Increased
|
|
|
1907
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$475K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1908
|
Yacktman Asset Management
Austin,
Texas
|
$475K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1909
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$472K
|
+$139K
|
2
|
0.49%
|
Increased
|
|
|
1910
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$468K
|
+$273K
|
1
|
0.14%
|
Increased
|
|
|
1911
|
Harvey Investment Company
Louisville,
Kentucky
|
$463K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1912
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$462K
|
+$23.3K
|
13
|
0.18%
|
Increased
|
|
|
1913
|
LBA Wealth Management
Jacksonville,
Florida
|
$462K
|
$0
|
2
|
0.29%
|
Maintained
|
|
|
1914
|
Mengis Capital Management
Portland,
Oregon
|
$460K
|
+$204K
|
2
|
0.38%
|
Increased
|
|
|
1915
|
Keating Investment Counselors
Delray Beach,
Florida
|
$455K
|
+$20.6K
|
1
|
0.23%
|
Increased
|
|
|
1916
|
American National Registered Investment Advisor
Galveston,
Texas
|
$453K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1917
|
Alpha Windward
Westwood,
Massachusetts
|
$452K
|
-$565K
|
1
|
0.3%
|
Reduced
|
|
|
1918
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$451K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1919
|
Stone Ridge Asset Management
New York
|
$451K
|
+$200K
|
2
|
1.04%
|
Increased
|
|
|
1920
|
Blume Capital Management
Berkeley,
California
|
$449K
|
-$45
|
3
|
0.34%
|
Reduced
|
|
|
1921
|
Lincoln Capital
Lincoln,
Nebraska
|
$446K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
1922
|
Moody National Bank Trust Division
Galveston,
Texas
|
$443K
|
-$25.4K
|
1
|
0.03%
|
Reduced
|
|
|
1923
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$442K
|
+$2.71K
|
2
|
0.2%
|
Increased
|
|
|
1924
|
One Capital Management
Westlake Village,
California
|
$442K
|
+$3.44K
|
1
|
0.13%
|
Increased
|
|
|
1925
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$441K
|
-$5.61M
|
1
|
0.04%
|
Reduced
|
|