|
1926
|
Weatherstone Capital Management
Denver,
Colorado
|
$886K
|
-$11.2K
|
2
|
0.73%
|
Reduced
|
|
|
1927
|
Whalerock Point Partners
Providence,
Rhode Island
|
$884K
|
+$919K
|
2
|
0.37%
|
New
|
|
|
1928
|
Keel Point
Huntsville,
Alabama
|
$883K
|
+$671K
|
2
|
0.34%
|
Increased
|
|
|
1929
|
Montag & Caldwell
Atlanta,
Georgia
|
$882K
|
+$638K
|
2
|
0.02%
|
Increased
|
|
|
1930
|
TLP Group
Evanston,
Illinois
|
$881K
|
-$1.87M
|
6
|
0.93%
|
Reduced
|
|
|
1931
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$874K
|
-$437K
|
2
|
0.01%
|
Reduced
|
|
|
1932
|
Water Island Capital
New York
|
$874K
|
+$919K
|
1
|
0.06%
|
New
|
|
|
1933
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$867K
|
-$32.9K
|
5
|
0.4%
|
Reduced
|
|
|
1934
|
Apollo Management Holdings
New York
|
$864K
|
+$752K
|
1
|
0.03%
|
New
|
|
|
1935
|
Ronald Blue & Co
Roswell,
Georgia
|
$864K
|
+$56.5K
|
3
|
0.04%
|
Increased
|
|
|
1936
|
Terra Nova Asset Management
New York
|
$864K
|
-$590K
|
1
|
1.88%
|
Reduced
|
|
|
1937
|
Yale University
New Haven,
Connecticut
|
$859K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1938
|
Waverly Advisors
Birmingham,
Alabama
|
$853K
|
-$103K
|
3
|
0.36%
|
Reduced
|
|
|
1939
|
Financial Advisory Group
Houston,
Texas
|
$852K
|
+$13.2K
|
2
|
0.37%
|
Increased
|
|
|
1940
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$852K
|
+$367K
|
2
|
0.07%
|
Increased
|
|
|
1941
|
Summit Financial Strategies
Columbus,
Ohio
|
$850K
|
+$490K
|
2
|
0.6%
|
Increased
|
|
|
1942
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$846K
|
$0
|
1
|
0.7%
|
Maintained
|
|
|
1943
|
Pioneer Trust Bank
Salem,
Oregon
|
$845K
|
$0
|
2
|
0.52%
|
Maintained
|
|
|
1944
|
Bouchey Financial Group
Troy,
New York
|
$841K
|
-$77.1K
|
2
|
0.33%
|
Reduced
|
|
|
1945
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$840K
|
+$638K
|
2
|
0.53%
|
Increased
|
|
|
1946
|
White Pine Investment Company
Livonia,
Michigan
|
$837K
|
$0
|
2
|
0.49%
|
Maintained
|
|
|
1947
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$827K
|
+$66
|
2
|
0.48%
|
Increased
|
|
|
1948
|
Investment Partners
New Philadelphia,
Ohio
|
$824K
|
+$612K
|
2
|
0.47%
|
Increased
|
|
|
1949
|
Shamrock Asset Management
Dallas,
Texas
|
$824K
|
-$12.3K
|
3
|
0.47%
|
Reduced
|
|
|
1950
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$823K
|
+$87.7K
|
13
|
0.69%
|
Increased
|
|