|
1926
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$294K
|
-$36.4K
|
13
|
0.13%
|
Reduced
|
|
|
1927
|
Klingenstein Fields & Co
New York
|
$293K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1928
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$292K
|
+$296K
|
1
|
0.15%
|
New
|
|
|
1929
|
Ronald Blue & Co
Roswell,
Georgia
|
$292K
|
-$48.2K
|
1
|
0.02%
|
Reduced
|
|
|
1930
|
Pathstone Family Office
Englewood,
New Jersey
|
$291K
|
$0
|
2
|
1.35%
|
Maintained
|
|
|
1931
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$289K
|
-$10.9K
|
9
|
0.15%
|
Reduced
|
|
|
1932
|
Elm Advisors
Burlingame,
California
|
$288K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1933
|
InterOcean Capital
Chicago,
Illinois
|
$288K
|
-$420K
|
1
|
0.09%
|
Reduced
|
|
|
1934
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$284K
|
+$33.6K
|
1
|
0.32%
|
Increased
|
|
|
1935
|
Connable Office Inc
Kalamazoo,
Michigan
|
$284K
|
+$27K
|
2
|
0.08%
|
Increased
|
|
|
1936
|
Doheny Asset Management
Los Angeles,
California
|
$284K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1937
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$284K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1938
|
Torch Wealth Management
Cincinnati,
Ohio
|
$284K
|
-$12.9K
|
1
|
0.21%
|
Reduced
|
|
|
1939
|
Private Vista
Chicago,
Illinois
|
$281K
|
+$363K
|
2
|
0.13%
|
New
|
|
|
1940
|
|
$280K
|
+$154K
|
2
|
0.04%
|
Increased
|
|
|
1941
|
Equitec Specialists
Chicago,
Illinois
|
$280K
|
-$75.8K
|
1
|
0.1%
|
Reduced
|
|
|
1942
|
Oakworth Capital
Birmingham,
Alabama
|
$280K
|
-$30.2K
|
5
|
0.12%
|
Reduced
|
|
|
1943
|
361 Capital
Denver,
Colorado
|
$277K
|
+$286K
|
4
|
2.27%
|
New
|
|
|
1944
|
Plancorp LLC
Saint Louis,
Missouri
|
$277K
|
$0
|
1
|
0.33%
|
Maintained
|
|
|
1945
|
Banced Corp
Edwardsville,
Illinois
|
$275K
|
-$13.6K
|
1
|
0.49%
|
Reduced
|
|
|
1946
|
Flossbach Von Storch
Cologne,
Germany
|
$275K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1947
|
Sabal Trust
St. Petersburg,
Florida
|
$272K
|
+$280K
|
1
|
0.04%
|
New
|
|
|
1948
|
Zions Bancorporation
Salt Lake City,
Utah
|
$267K
|
-$939K
|
9
|
0.05%
|
Reduced
|
|
|
1949
|
Dorsey Wright & Associates
Pasadena,
California
|
$265K
|
-$1.4M
|
1
|
0.14%
|
Reduced
|
|
|
1950
|
Stone Ridge Asset Management
New York
|
$261K
|
+$260K
|
1
|
0.88%
|
New
|
|