|
1926
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$230K
|
+$119K
|
2
|
0%
|
Increased
|
|
|
1927
|
Seelaus Asset Management
Chatham,
New Jersey
|
$229K
|
-$139K
|
1
|
0.25%
|
Reduced
|
|
|
1928
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$228K
|
+$233K
|
1
|
0.22%
|
New
|
|
|
1929
|
Lourd Capital
Beverly Hills,
California
|
$228K
|
+$11.8K
|
1
|
0.02%
|
Increased
|
|
|
1930
|
Ausdal Financial Partners
Davenport,
Iowa
|
$227K
|
-$107K
|
1
|
0.11%
|
Reduced
|
|
|
1931
|
Water Island Capital
New York
|
$227K
|
+$232K
|
1
|
0.02%
|
New
|
|
|
1932
|
Wintrust Investments
Chicago,
Illinois
|
$227K
|
-$504K
|
1
|
0.04%
|
Reduced
|
|
|
1933
|
Cabot Wealth Management
Salem,
Massachusetts
|
$226K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1934
|
Hilton Capital Management
Garden City,
New York
|
$226K
|
-$28.3K
|
4
|
0.04%
|
Reduced
|
|
|
1935
|
Mission Wealth Management
Santa Barbara,
California
|
$226K
|
-$295K
|
1
|
0.03%
|
Reduced
|
|
|
1936
|
Petrus Trust Company
Dallas,
Texas
|
$225K
|
+$301K
|
1
|
0.05%
|
New
|
|
|
1937
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$225K
|
-$940K
|
1
|
0.18%
|
Reduced
|
|
|
1938
|
Destination Wealth Management
Walnut Creek,
California
|
$223K
|
-$30.7K
|
4
|
0.01%
|
Reduced
|
|
|
1939
|
Morse Asset Management
Darien,
Connecticut
|
$223K
|
+$228K
|
1
|
0.08%
|
New
|
|
|
1940
|
Ballentine Partners
Waltham,
Massachusetts
|
$222K
|
+$220K
|
1
|
0.01%
|
New
|
|
|
1941
|
First Personal Financial Services
Charlotte,
North Carolina
|
$222K
|
+$13.6K
|
4
|
0.08%
|
Increased
|
|
|
1942
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$219K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1943
|
QCI Asset Management
Pittsford,
New York
|
$218K
|
-$129K
|
5
|
0.02%
|
Reduced
|
|
|
1944
|
Financial Management Professionals
Austin,
Texas
|
$217K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
1945
|
Icon Wealth Partners
Houston,
Texas
|
$217K
|
-$223K
|
2
|
0.1%
|
Reduced
|
|
|
1946
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$215K
|
+$220K
|
1
|
0.09%
|
New
|
|
|
1947
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$215K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1948
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$215K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1949
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$214K
|
+$322K
|
1
|
9.87%
|
New
|
|
|
1950
|
Pearl River Capital
Niles,
Michigan
|
$214K
|
+$237K
|
7
|
0.99%
|
New
|
|