|
1901
|
Osterweis Capital Management
San Francisco,
California
|
$1.04M
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1902
|
Antonetti Capital Management
Naples,
Florida
|
$1.04M
|
-$681K
|
1
|
1.82%
|
Reduced
|
|
|
1903
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$1.03M
|
-$3.13M
|
1
|
0.53%
|
Reduced
|
|
|
1904
|
CG Asset Management
New York
|
$1.02M
|
+$9.82K
|
1
|
0.42%
|
Increased
|
|
|
1905
|
Investors Trust
Dallas,
Texas
|
$1.02M
|
-$1.23M
|
1
|
1.89%
|
Reduced
|
|
|
1906
|
Zevin Asset Management
Boston,
Massachusetts
|
$1.02M
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1907
|
Miles Capital
West Des Moines,
Iowa
|
$1.01M
|
-$13.8K
|
1
|
0.54%
|
Reduced
|
|
|
1908
|
Tortoise Investment Management
White Plains,
New York
|
$1.01M
|
-$107K
|
1
|
0.42%
|
Reduced
|
|
|
1909
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1.01M
|
-$49.1K
|
1
|
0.15%
|
Reduced
|
|
|
1910
|
SignatureFD
Atlanta,
Georgia
|
$1M
|
-$29.5K
|
2
|
0.33%
|
Reduced
|
|
|
1911
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$999K
|
+$361K
|
1
|
0.04%
|
Increased
|
|
|
1912
|
Redmond Asset Management
Henrico,
Virginia
|
$993K
|
+$200K
|
2
|
0.51%
|
Increased
|
|
|
1913
|
Vaughan David Investments
Peoria,
Illinois
|
$989K
|
+$19.5K
|
1
|
0.06%
|
Increased
|
|
|
1914
|
Yorktown Management & Research Company
Forest,
Virginia
|
$980K
|
-$338K
|
2
|
0.19%
|
Reduced
|
|
|
1915
|
Tarbox Family Office
Newport Beach,
California
|
$973K
|
+$96.5K
|
3
|
0.88%
|
Increased
|
|
|
1916
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$971K
|
-$9.42K
|
1
|
0.44%
|
Reduced
|
|
|
1917
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$966K
|
+$7.07K
|
1
|
0.37%
|
Increased
|
|
|
1918
|
Constellation Wealth Advisors
New York
|
$956K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1919
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$954K
|
-$330K
|
1
|
0.83%
|
Reduced
|
|
|
1920
|
Laidlaw Group
Bedford Hills,
New York
|
$951K
|
+$34.4K
|
1
|
0.47%
|
Increased
|
|
|
1921
|
Dialectic Capital Management
Norwalk,
Connecticut
|
$950K
|
-$2.08M
|
1
|
0.22%
|
Reduced
|
|
|
1922
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$949K
|
-$190K
|
1
|
0.58%
|
Reduced
|
|
|
1923
|
BSW Wealth Partners
Boulder,
Colorado
|
$934K
|
+$183K
|
1
|
0.73%
|
Increased
|
|
|
1924
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$933K
|
-$34.9K
|
1
|
0.16%
|
Reduced
|
|
|
1925
|
New York Life Trust
New York
|
$932K
|
-$25.7K
|
1
|
3.85%
|
Reduced
|
|