|
1876
|
Legacy Private Trust
Neenah,
Wisconsin
|
$17.3M
|
-$804K
|
5
|
2.06%
|
Reduced
|
|
|
1877
|
Steamboat Capital Partners
Rye,
New York
|
$17.3M
|
+$315K
|
2
|
9.2%
|
Increased
|
|
|
1878
|
Avior Wealth Management
Omaha,
Nebraska
|
$17.3M
|
-$767K
|
11
|
3.89%
|
Reduced
|
|
|
1879
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$17.3M
|
+$6.35M
|
8
|
4.76%
|
Increased
|
|
|
1880
|
Westwind Capital
Las Cruces,
New Mexico
|
$17.2M
|
+$433K
|
4
|
13.09%
|
Increased
|
|
|
1881
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$17.2M
|
-$5.4M
|
4
|
4.56%
|
Reduced
|
|
|
1882
|
LMR Partners
London,
United Kingdom
|
$17.2M
|
-$41.9M
|
8
|
0.89%
|
Reduced
|
|
|
1883
|
Physicians Financial Services
Raleigh,
North Carolina
|
$17.2M
|
+$168K
|
7
|
12.86%
|
Increased
|
|
|
1884
|
Loeb Partners Corp
New York
|
$17.1M
|
+$8.64M
|
4
|
4.33%
|
Increased
|
|
|
1885
|
Sutton Square Management
New York
|
$17.1M
|
-$6.14M
|
2
|
8.9%
|
Reduced
|
|
|
1886
|
Pegasus Partners
Mequon,
Wisconsin
|
$17.1M
|
+$587K
|
8
|
3.94%
|
Increased
|
|
|
1887
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$17M
|
+$16.1M
|
4
|
15.76%
|
New
|
|
|
1888
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$17M
|
-$17.7M
|
3
|
0.8%
|
Reduced
|
|
|
1889
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$17M
|
+$2.29M
|
4
|
9.71%
|
Increased
|
|
|
1890
|
Orca Investment Management
Roseburg,
Oregon
|
$17M
|
+$1.01M
|
7
|
18.12%
|
Increased
|
|
|
1891
|
Kenmare Capital Partners
New York
|
$17M
|
+$108K
|
1
|
19.57%
|
Increased
|
|
|
1892
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$16.9M
|
+$33.9K
|
5
|
13.01%
|
Increased
|
|
|
1893
|
Adalta Capital Management
New York
|
$16.9M
|
-$115K
|
5
|
11.96%
|
Reduced
|
|
|
1894
|
Cognios Beta Neutral Large Cap Fund
Prairie Village,
Kansas
|
$16.9M
|
+$16.5M
|
7
|
5.9%
|
New
|
|
|
1895
|
Cognios Capital
Leawood,
Kansas
|
$16.9M
|
+$913K
|
7
|
5.9%
|
Increased
|
|
|
1896
|
Menlo Advisors
Menlo Park,
California
|
$16.8M
|
$0
|
3
|
12.39%
|
Maintained
|
|
|
1897
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$16.8M
|
+$305K
|
11
|
10.17%
|
Increased
|
|
|
1898
|
West Branch Capital
Amherst,
Massachusetts
|
$16.8M
|
+$3.44M
|
6
|
13.23%
|
Increased
|
|
|
1899
|
Capital City Trust
Tallahassee,
Florida
|
$16.8M
|
-$195K
|
5
|
7.17%
|
Reduced
|
|
|
1900
|
Crosslink Capital
Menlo Park,
California
|
$16.8M
|
-$35.6M
|
2
|
4.2%
|
Reduced
|
|