|
1026
|
Kalos Management
Alpharetta,
Georgia
|
$1.06M
|
+$1.02M
|
2
|
0.79%
|
New
|
|
|
1027
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.06M
|
-$18.7K
|
1
|
0.63%
|
Reduced
|
|
|
1028
|
Cordasco Financial Network
Naples,
Florida
|
$1.06M
|
-$377K
|
1
|
0.94%
|
Reduced
|
|
|
1029
|
Burnham Asset Management
New York
|
$1.06M
|
-$12.3K
|
2
|
0.29%
|
Reduced
|
|
|
1030
|
Capital Impact Advisors
Boston,
Massachusetts
|
$1.06M
|
$0
|
1
|
0.5%
|
Maintained
|
|
|
1031
|
Catalyst Capital Advisors
Huntington,
New York
|
$1.05M
|
+$357K
|
2
|
0.15%
|
Increased
|
|
|
1032
|
Fox Run Management
Greenwich,
Connecticut
|
$1.05M
|
+$1.14M
|
3
|
0.81%
|
New
|
|
|
1033
|
Ninety One North America
New York
|
$1.05M
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1034
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.04M
|
+$362K
|
4
|
0.47%
|
Increased
|
|
|
1035
|
Cerity Partners OCIO
New York
|
$1.01M
|
-$29K
|
1
|
0.11%
|
Reduced
|
|
|
1036
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.01M
|
-$520K
|
4
|
0.3%
|
Reduced
|
|
|
1037
|
First City Capital Management
Savannah,
Georgia
|
$1.01M
|
+$510K
|
4
|
0.68%
|
Increased
|
|
|
1038
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$1M
|
-$41.6K
|
1
|
0.36%
|
Reduced
|
|
|
1039
|
Investment Counsel
Petoskey,
Michigan
|
$1M
|
+$982K
|
1
|
0.89%
|
New
|
|
|
1040
|
Cohen Klingenstein
New York
|
$978K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1041
|
|
$959K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1042
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$956K
|
+$922K
|
1
|
0.77%
|
New
|
|
|
1043
|
Next Financial Group
Houston,
Texas
|
$956K
|
+$64.7K
|
10
|
0.36%
|
Increased
|
|
|
1044
|
Howland Capital Management
Boston,
Massachusetts
|
$954K
|
+$233K
|
2
|
0.1%
|
Increased
|
|
|
1045
|
Ashford Capital Management
Wilmington,
Delaware
|
$949K
|
-$431K
|
1
|
0.22%
|
Reduced
|
|
|
1046
|
Valley Wealth Managers
Paramus,
New Jersey
|
$947K
|
+$13.1K
|
1
|
0.17%
|
Increased
|
|
|
1047
|
Coldstream Capital Management
Bellevue,
Washington
|
$945K
|
+$719K
|
3
|
0.21%
|
Increased
|
|
|
1048
|
Brown Advisory Securities
Baltimore,
Maryland
|
$943K
|
+$80K
|
3
|
0.32%
|
Increased
|
|
|
1049
|
Grassi Investment Management
Santa Clara,
California
|
$940K
|
-$10.9K
|
1
|
0.19%
|
Reduced
|
|
|
1050
|
UMB Bank
Kansas City,
Missouri
|
$935K
|
-$4.99K
|
1
|
0.04%
|
Reduced
|
|