|
1901
|
Kelleher Financial Advisors
New York
|
$4.75M
|
+$226K
|
3
|
2.46%
|
Increased
|
|
|
1902
|
Clean Yield Group
Norwich,
Vermont
|
$4.75M
|
-$914K
|
3
|
2.54%
|
Reduced
|
|
|
1903
|
SPC Financial Inc
Rockville,
Maryland
|
$4.74M
|
-$32.7K
|
3
|
1.48%
|
Reduced
|
|
|
1904
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.74M
|
+$9.5K
|
5
|
2.23%
|
Increased
|
|
|
1905
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.71M
|
+$4.49M
|
4
|
3.9%
|
New
|
|
|
1906
|
HT Partners
Centerbrook,
Connecticut
|
$4.69M
|
-$112K
|
3
|
3%
|
Reduced
|
|
|
1907
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$4.67M
|
+$205K
|
2
|
2.73%
|
Increased
|
|
|
1908
|
Bank OZK
Little Rock,
Arkansas
|
$4.66M
|
-$986K
|
3
|
1.8%
|
Reduced
|
|
|
1909
|
Verition Fund Management
Greenwich,
Connecticut
|
$4.64M
|
-$3.28M
|
6
|
0.82%
|
Reduced
|
|
|
1910
|
BancorpSouth
Tupelo,
Mississippi
|
$4.63M
|
+$429K
|
5
|
0.51%
|
Increased
|
|
|
1911
|
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
|
$4.61M
|
+$4.47M
|
1
|
1.57%
|
New
|
|
|
1912
|
Loeb Partners Corp
New York
|
$4.61M
|
+$414K
|
4
|
1.47%
|
Increased
|
|
|
1913
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$4.59M
|
-$551K
|
5
|
2.07%
|
Reduced
|
|
|
1914
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$4.58M
|
$0
|
2
|
1.64%
|
Maintained
|
|
|
1915
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.58M
|
+$261K
|
4
|
1.59%
|
Increased
|
|
|
1916
|
WHV Investments
San Francisco,
California
|
$4.58M
|
-$9.6M
|
4
|
0.05%
|
Reduced
|
|
|
1917
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$4.58M
|
-$15.6K
|
2
|
4%
|
Reduced
|
|
|
1918
|
Westchester Capital Management (New York)
Valhalla,
New York
|
$4.57M
|
+$4.43M
|
1
|
0.07%
|
New
|
|
|
1919
|
Blue Fin Capital
Warren,
Rhode Island
|
$4.55M
|
+$4.25M
|
4
|
4.06%
|
New
|
|
|
1920
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$4.55M
|
+$582
|
4
|
2.71%
|
Increased
|
|
|
1921
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$4.53M
|
-$416K
|
3
|
3.22%
|
Reduced
|
|
|
1922
|
Quentec Asset Management
New York
|
$4.52M
|
-$1.42M
|
1
|
1.34%
|
Reduced
|
|
|
1923
|
|
$4.51M
|
-$441K
|
2
|
1.95%
|
Reduced
|
|
|
1924
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$4.51M
|
+$4.06M
|
1
|
1.13%
|
New
|
|
|
1925
|
Longer Investments
Fayetteville,
Arkansas
|
$4.5M
|
+$1.85M
|
2
|
3.51%
|
Increased
|
|