|
3051
|
Davidson Trust Company
Seattle,
Washington
|
$14.9M
|
+$99K
|
6
|
10.77%
|
Increased
|
|
|
3052
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$14.9M
|
+$943K
|
6
|
4.64%
|
Increased
|
|
|
3053
|
Alta Advisers
London,
United Kingdom
|
$14.8M
|
+$22.8M
|
11
|
8.35%
|
Increased
|
|
|
3054
|
Sanders Morris Harris
Houston,
Texas
|
$14.8M
|
+$8.8M
|
10
|
3.28%
|
Increased
|
|
|
3055
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$14.8M
|
-$1.01M
|
7
|
10.01%
|
Reduced
|
|
|
3056
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$14.8M
|
-$244K
|
4
|
14.72%
|
Reduced
|
|
|
3057
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$14.8M
|
-$11.5K
|
2
|
11.29%
|
Reduced
|
|
|
3058
|
Pecaut & Co
Sioux City,
Iowa
|
$14.7M
|
-$212K
|
3
|
6.22%
|
Reduced
|
|
|
3059
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$14.7M
|
-$3.32M
|
2
|
2.92%
|
Reduced
|
|
|
3060
|
Grey Street Capital
Chicago,
Illinois
|
$14.7M
|
+$2.32M
|
5
|
7.8%
|
Increased
|
|
|
3061
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$14.7M
|
-$482K
|
7
|
4.67%
|
Reduced
|
|
|
3062
|
Mattern Capital Management
Lakewood,
Colorado
|
$14.7M
|
+$397K
|
3
|
2.39%
|
Increased
|
|
|
3063
|
Y-Intercept (HK)
Hong Kong
|
$14.7M
|
-$5.11M
|
12
|
1.56%
|
Reduced
|
|
|
3064
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$14.7M
|
+$91.1K
|
10
|
9.52%
|
Increased
|
|
|
3065
|
Summit Financial Group
Moorefield,
West Virginia
|
$14.7M
|
-$636K
|
6
|
5.72%
|
Reduced
|
|
|
3066
|
Beta Wealth Group
San Diego,
California
|
$14.7M
|
+$65.4K
|
4
|
8.47%
|
Increased
|
|
|
3067
|
Palmer Knight Company
Jacksonville,
Florida
|
$14.7M
|
+$456K
|
2
|
8.8%
|
Increased
|
|
|
3068
|
Montgomery Investment Management
Rockville,
Maryland
|
$14.6M
|
-$22.4K
|
5
|
4.92%
|
Reduced
|
|
|
3069
|
Beddow Capital Management
Jackson,
Wyoming
|
$14.6M
|
-$897K
|
5
|
7.44%
|
Reduced
|
|
|
3070
|
West Oak Capital
Westlake Village,
California
|
$14.6M
|
-$365K
|
8
|
7.11%
|
Reduced
|
|
|
3071
|
Insight Wealth Strategies
San Ramon,
California
|
$14.6M
|
-$187K
|
5
|
2.8%
|
Reduced
|
|
|
3072
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$14.6M
|
-$180K
|
7
|
8.22%
|
Reduced
|
|
|
3073
|
Members Trust
Tampa,
Florida
|
$14.6M
|
+$1.46M
|
6
|
0.42%
|
Increased
|
|
|
3074
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$14.6M
|
-$1M
|
5
|
11.71%
|
Reduced
|
|
|
3075
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$14.5M
|
+$5.87M
|
6
|
4.21%
|
Increased
|
|
