|
1901
|
SRB Corp
Boston,
Massachusetts
|
$351K
|
-$292K
|
2
|
0.05%
|
Reduced
|
|
|
1902
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$351K
|
+$20K
|
1
|
0.05%
|
Increased
|
|
|
1903
|
Global Endowment Management
Charlotte,
North Carolina
|
$348K
|
-$3.53M
|
1
|
0.05%
|
Reduced
|
|
|
1904
|
Spirit of America Management Corp
Syosset,
New York
|
$348K
|
-$364K
|
1
|
0.04%
|
Reduced
|
|
|
1905
|
Oldfield Partners
London,
United Kingdom
|
$347K
|
+$331K
|
1
|
0.03%
|
New
|
|
|
1906
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$346K
|
-$37.7K
|
8
|
0.29%
|
Reduced
|
|
|
1907
|
Telos Capital Management
San Diego,
California
|
$346K
|
+$40.4K
|
1
|
0.15%
|
Increased
|
|
|
1908
|
Wedgewood Investors
Erie,
Pennsylvania
|
$344K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1909
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$343K
|
-$59.5K
|
1
|
0.02%
|
Reduced
|
|
|
1910
|
Klingman & Associates
New York
|
$339K
|
-$50.5K
|
1
|
0.1%
|
Reduced
|
|
|
1911
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$333K
|
-$1.32K
|
1
|
0.13%
|
Reduced
|
|
|
1912
|
|
$332K
|
-$1.73K
|
1
|
0.23%
|
Reduced
|
|
|
1913
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$330K
|
-$12.8K
|
2
|
0.35%
|
Reduced
|
|
|
1914
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$330K
|
-$19.9K
|
1
|
0.19%
|
Reduced
|
|
|
1915
|
American Asset Management
Boca Raton,
Florida
|
$328K
|
+$42.8K
|
1
|
0.36%
|
Increased
|
|
|
1916
|
Clearstead Trust
Portland,
Maine
|
$328K
|
+$301K
|
1
|
0.29%
|
New
|
|
|
1917
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$327K
|
-$16K
|
1
|
0.11%
|
Reduced
|
|
|
1918
|
Relative Value Partners Group
|
$327K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1919
|
Ashford Capital Management
Wilmington,
Delaware
|
$326K
|
+$291K
|
1
|
0.07%
|
New
|
|
|
1920
|
Parthenon LLC
Louisville,
Kentucky
|
$325K
|
+$610
|
1
|
0.08%
|
Increased
|
|
|
1921
|
Baystate Wealth Management
Boston,
Massachusetts
|
$324K
|
+$70K
|
4
|
0.06%
|
Increased
|
|
|
1922
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$324K
|
-$1.63K
|
1
|
0.31%
|
Reduced
|
|
|
1923
|
Boston Research & Management
Manchester,
Massachusetts
|
$322K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1924
|
Karpus Investment Management
Pittsford,
New York
|
$322K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1925
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$317K
|
+$9.68K
|
1
|
0.02%
|
Increased
|
|