|
1926
|
Southern Capital Advisors
Jackson,
Tennessee
|
$343K
|
-$108K
|
1
|
0.29%
|
Reduced
|
|
|
1927
|
J.W. Burns & Co
Dewitt,
New York
|
$343K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1928
|
Armbruster Capital Management
Pittsford,
New York
|
$343K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1929
|
|
$342K
|
+$347K
|
1
|
0.18%
|
New
|
|
|
1930
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$341K
|
+$7.26K
|
1
|
0.06%
|
Increased
|
|
|
1931
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$341K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1932
|
Revisor Wealth Management
Akron,
Ohio
|
$341K
|
+$37.3K
|
1
|
0.29%
|
Increased
|
|
|
1933
|
Advance Capital Management
Southfield,
Michigan
|
$340K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1934
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$338K
|
-$546K
|
1
|
0.03%
|
Reduced
|
|
|
1935
|
Sinecera Capital
Austin,
Texas
|
$338K
|
$0
|
1
|
0.46%
|
Maintained
|
|
|
1936
|
Oakworth Capital
Birmingham,
Alabama
|
$338K
|
-$285
|
2
|
0.03%
|
Reduced
|
|
|
1937
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$337K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1938
|
GTS Securities
Miami,
Florida
|
$337K
|
-$984K
|
1
|
0%
|
Reduced
|
|
|
1939
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$337K
|
-$26.5K
|
1
|
0.04%
|
Reduced
|
|
|
1940
|
Alta Advisers
London,
United Kingdom
|
$337K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1941
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$337K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1942
|
EHP Funds Inc
Toronto,
Canada
|
$337K
|
-$398K
|
1
|
0.16%
|
Reduced
|
|
|
1943
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$334K
|
+$427
|
1
|
0.37%
|
Increased
|
|
|
1944
|
First International Bank & Trust
Watford City,
North Dakota
|
$333K
|
-$207K
|
1
|
0.12%
|
Reduced
|
|
|
1945
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$333K
|
-$10.1K
|
1
|
0.17%
|
Reduced
|
|
|
1946
|
Bank of Stockton
Stockton,
California
|
$332K
|
-$1.42K
|
1
|
0.12%
|
Reduced
|
|
|
1947
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$330K
|
+$106K
|
1
|
0.11%
|
Increased
|
|
|
1948
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$330K
|
+$996
|
1
|
0.07%
|
Increased
|
|
|
1949
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$329K
|
-$7.11K
|
1
|
0.08%
|
Reduced
|
|
|
1950
|
Altshuler Shaham
Tel Aviv,
Israel
|
$328K
|
-$133K
|
1
|
0.01%
|
Reduced
|
|
