|
1926
|
Private Asset Management
San Diego,
California
|
$418K
|
+$33.7K
|
1
|
0.07%
|
Increased
|
|
|
1927
|
Wealth Architects
Mountain View,
California
|
$418K
|
-$1.26K
|
1
|
0.15%
|
Reduced
|
|
|
1928
|
Compton Capital Management
Providence,
Rhode Island
|
$412K
|
+$17K
|
1
|
0.18%
|
Increased
|
|
|
1929
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$412K
|
-$813K
|
4
|
0.17%
|
Reduced
|
|
|
1930
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$410K
|
-$2.44M
|
1
|
0.18%
|
Reduced
|
|
|
1931
|
Omnia Family Wealth
Aventura,
Florida
|
$407K
|
+$7.34K
|
7
|
0.2%
|
Increased
|
|
|
1932
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$403K
|
-$109K
|
1
|
0.4%
|
Reduced
|
|
|
1933
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$403K
|
+$390K
|
1
|
0.34%
|
New
|
|
|
1934
|
Lipe & Dalton
Syracuse,
New York
|
$402K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
1935
|
Castle Creek Arbitrage
Avon,
Colorado
|
$401K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1936
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$398K
|
+$377K
|
1
|
0.04%
|
New
|
|
|
1937
|
TCI Wealth Advisors
Tucson,
Arizona
|
$395K
|
+$72.8K
|
17
|
0.19%
|
Increased
|
|
|
1938
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$393K
|
+$40.5K
|
7
|
0.13%
|
Increased
|
|
|
1939
|
Saba Capital Management
New York
|
$393K
|
+$362K
|
1
|
0.04%
|
New
|
|
|
1940
|
Glassman Wealth Services
Vienna,
Virginia
|
$392K
|
-$4.82K
|
6
|
0.26%
|
Reduced
|
|
|
1941
|
McRae Capital Management
Morristown,
New Jersey
|
$388K
|
-$3.31K
|
1
|
0.17%
|
Reduced
|
|
|
1942
|
UMB Bank
Kansas City,
Missouri
|
$387K
|
-$2.5M
|
1
|
0.01%
|
Reduced
|
|
|
1943
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$386K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1944
|
Whitebox Advisors
Minneapolis,
Minnesota
|
$385K
|
-$12.2M
|
1
|
0.01%
|
Reduced
|
|
|
1945
|
Asset Advisors Corp
Augusta,
Georgia
|
$384K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1946
|
Miller Value Partners
Sarasota,
Florida
|
$384K
|
+$163K
|
2
|
0.02%
|
Increased
|
|
|
1947
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$383K
|
+$31.6K
|
9
|
0.15%
|
Increased
|
|
|
1948
|
Grove Bank & Trust
Miami,
Florida
|
$381K
|
-$415K
|
5
|
0.19%
|
Reduced
|
|
|
1949
|
Weybosset Research & Management
Province,
Rhode Island
|
$380K
|
-$4.96K
|
1
|
0.25%
|
Reduced
|
|
|
1950
|
Blue Edge Capital
Richmond,
Virginia
|
$378K
|
$0
|
1
|
0.17%
|
Maintained
|
|