|
1876
|
Horizon Investment Services
Hammond,
Indiana
|
$6.21M
|
+$551K
|
1
|
2.98%
|
Increased
|
|
|
1877
|
Capital Wealth Planning
Naples,
Florida
|
$6.2M
|
-$845K
|
3
|
4.94%
|
Reduced
|
|
|
1878
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$6.17M
|
+$281K
|
4
|
2.2%
|
Increased
|
|
|
1879
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$6.14M
|
-$1.16M
|
5
|
4.3%
|
Reduced
|
|
|
1880
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$6.14M
|
-$1.06M
|
3
|
1.53%
|
Reduced
|
|
|
1881
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$6.14M
|
-$67.3K
|
5
|
3.52%
|
Reduced
|
|
|
1882
|
|
$6.12M
|
-$346K
|
4
|
5.01%
|
Reduced
|
|
|
1883
|
Oppenheimer & Close
New York
|
$6.11M
|
-$78.5K
|
1
|
5.19%
|
Reduced
|
|
|
1884
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$6.1M
|
+$124K
|
4
|
4.19%
|
Increased
|
|
|
1885
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$6.1M
|
-$4.97M
|
3
|
2.92%
|
Reduced
|
|
|
1886
|
Wellington Shields & Co
New York
|
$6.1M
|
-$268K
|
2
|
4.61%
|
Reduced
|
|
|
1887
|
DST Global Advisors
Road Town, Tortola,
British Virgin Islands
|
$6.08M
|
-$822K
|
1
|
6.52%
|
Reduced
|
|
|
1888
|
First Trust Bank
Nassau,
Bahamas
|
$6.06M
|
-$9.05M
|
1
|
18.18%
|
Reduced
|
|
|
1889
|
Wealth Architects
Mountain View,
California
|
$6.06M
|
+$2.31M
|
8
|
3.25%
|
Increased
|
|
|
1890
|
Angelo Gordon & Co
New York
|
$6.03M
|
$0
|
1
|
0.44%
|
Maintained
|
|
|
1891
|
RWC Asset Advisors
Miami,
Florida
|
$6.01M
|
+$426K
|
1
|
8.19%
|
Increased
|
|
|
1892
|
Novare Capital Management
Charlotte,
North Carolina
|
$6M
|
+$370K
|
3
|
1.65%
|
Increased
|
|
|
1893
|
Terra Nova Asset Management
New York
|
$5.98M
|
+$4.39M
|
3
|
5.31%
|
Increased
|
|
|
1894
|
Duncker Streett & Co
St. Louis,
Missouri
|
$5.98M
|
-$1.1M
|
4
|
2.33%
|
Reduced
|
|
|
1895
|
Sky Investment Group
Hartford,
Connecticut
|
$5.97M
|
+$174K
|
3
|
3.32%
|
Increased
|
|
|
1896
|
Vicus Capital
State College,
Pennsylvania
|
$5.97M
|
+$379K
|
3
|
1.58%
|
Increased
|
|
|
1897
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$5.97M
|
$0
|
2
|
3.8%
|
Maintained
|
|
|
1898
|
UAS Asset Management
New York
|
$5.96M
|
-$4.57M
|
2
|
4.02%
|
Reduced
|
|
|
1899
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$5.96M
|
+$1.85M
|
4
|
5.98%
|
Increased
|
|
|
1900
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$5.95M
|
-$6.89M
|
0
|
–
|
Closed
|
|