|
1901
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$100K
|
-$8.71M
|
2
|
0.03%
|
Reduced
|
|
|
1902
|
D'Orazio & Associates
Falls Church,
Virginia
|
$89K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1903
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$88K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1904
|
Hexavest
Montreal,
Quebec, Canada
|
$80K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1905
|
SRH Advisors
Salina,
Kansas
|
$79K
|
$0
|
2
|
0.61%
|
Maintained
|
|
|
1906
|
First Washington Corp
Seattle,
Washington
|
$77K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1907
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$75K
|
-$22.7K
|
2
|
0.08%
|
Reduced
|
|
|
1908
|
Avior Wealth Management
Omaha,
Nebraska
|
$74K
|
+$25K
|
1
|
0.06%
|
Increased
|
|
|
1909
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$64K
|
-$11.2K
|
2
|
0.03%
|
Reduced
|
|
|
1910
|
Itau USA Asset Management
New York
|
$63K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1911
|
Rotella Capital Management
Bellevue,
Washington
|
$63K
|
+$20.2K
|
1
|
0.07%
|
Increased
|
|
|
1912
|
Archford Capital Strategies
Swansea,
Illinois
|
$61K
|
-$1.13K
|
3
|
0.05%
|
Reduced
|
|
|
1913
|
Pathstone Family Office
Englewood,
New Jersey
|
$61K
|
+$31.5K
|
3
|
0.19%
|
Increased
|
|
|
1914
|
Focused Wealth Management
Newburgh,
New York
|
$57K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1915
|
Central Bank & Trust
Lexington,
Kentucky
|
$55K
|
-$38.6K
|
1
|
0.02%
|
Reduced
|
|
|
1916
|
Elite Wealth Management
Kirkland,
Washington
|
$54K
|
-$40.9K
|
3
|
0.05%
|
Reduced
|
|
|
1917
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$53K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1918
|
Decade Capital Management
New York
|
$50K
|
+$53.2K
|
1
|
0.01%
|
New
|
|
|
1919
|
Cumberland Advisors
Sarasota,
Florida
|
$46K
|
+$14.7K
|
1
|
0.03%
|
Increased
|
|
|
1920
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$37K
|
+$23.7K
|
1
|
0.11%
|
Increased
|
|
|
1921
|
Lenox Wealth Advisors
New York
|
$36K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1922
|
Family Capital Trust
Peabody,
Massachusetts
|
$31K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1923
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$29K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1924
|
TD Capital Management
Memphis,
Tennessee
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1925
|
Arrow Capital Management
New York
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|