|
1926
|
Bell Bank
Fargo,
North Dakota
|
$1.49M
|
-$11.2K
|
1
|
1.02%
|
Reduced
|
|
|
1927
|
Ruane, Cunniff & Goldfarb
New York
|
$1.48M
|
-$34.2K
|
1
|
0.01%
|
Reduced
|
|
|
1928
|
Elm Advisors
Burlingame,
California
|
$1.48M
|
$0
|
1
|
1.35%
|
Maintained
|
|
|
1929
|
Deltec Asset Management
New York
|
$1.47M
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1930
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$1.47M
|
+$1.51M
|
1
|
1.84%
|
New
|
|
|
1931
|
Needelman Asset Management
Ladera Ranch,
California
|
$1.47M
|
$0
|
1
|
4.49%
|
Maintained
|
|
|
1932
|
Trustco Bank (New York)
Albany,
New York
|
$1.45M
|
+$33.5K
|
1
|
1.31%
|
Increased
|
|
|
1933
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.43M
|
+$109
|
1
|
0.23%
|
Increased
|
|
|
1934
|
Private Ocean
San Rafael,
California
|
$1.43M
|
+$42.2K
|
1
|
1.07%
|
Increased
|
|
|
1935
|
Rex Capital Advisors
Providence,
Rhode Island
|
$1.43M
|
$0
|
2
|
1.36%
|
Maintained
|
|
|
1936
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.43M
|
-$698K
|
1
|
1.49%
|
Reduced
|
|
|
1937
|
Estabrook Capital Management
New York
|
$1.42M
|
-$124K
|
2
|
0.16%
|
Reduced
|
|
|
1938
|
Portland Global Advisors
Portland,
Maine
|
$1.42M
|
+$155K
|
1
|
0.73%
|
Increased
|
|
|
1939
|
Cadence Bank NA
Houston,
Texas
|
$1.42M
|
+$239K
|
1
|
0.76%
|
Increased
|
|
|
1940
|
Signature Financial Management
Norfolk,
Virginia
|
$1.39M
|
-$2.8M
|
1
|
0.98%
|
Reduced
|
|
|
1941
|
FolioMetrix
Omaha,
Nebraska
|
$1.38M
|
+$1.57M
|
1
|
0.97%
|
New
|
|
|
1942
|
DF Dent & Co
Baltimore,
Maryland
|
$1.37M
|
+$99K
|
1
|
0.03%
|
Increased
|
|
|
1943
|
Redmond Asset Management
Henrico,
Virginia
|
$1.36M
|
+$147K
|
2
|
0.68%
|
Increased
|
|
|
1944
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.35M
|
+$5.55K
|
1
|
2%
|
Increased
|
|
|
1945
|
Insight 2811 Inc
Chicago,
Illinois
|
$1.34M
|
-$273K
|
1
|
0.65%
|
Reduced
|
|
|
1946
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$1.34M
|
-$183K
|
1
|
1.12%
|
Reduced
|
|
|
1947
|
|
$1.33M
|
+$1.32M
|
1
|
0.3%
|
New
|
|
|
1948
|
Aspiriant LLC
Los Angeles,
California
|
$1.33M
|
+$43.4K
|
1
|
0.18%
|
Increased
|
|
|
1949
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.33M
|
$0
|
1
|
1.13%
|
Maintained
|
|
|
1950
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.33M
|
-$1.24M
|
1
|
0.71%
|
Reduced
|
|