|
1901
|
Ballentine Partners
Waltham,
Massachusetts
|
$5.95M
|
-$423K
|
6
|
0.62%
|
Reduced
|
|
|
1902
|
Jackson Wealth Management
Lake Mary,
Florida
|
$5.94M
|
-$361K
|
3
|
2.13%
|
Reduced
|
|
|
1903
|
Cadinha & Co
Honolulu,
Hawaii
|
$5.93M
|
-$566K
|
4
|
1.44%
|
Reduced
|
|
|
1904
|
Northeast Financial Consultants
Westport,
Connecticut
|
$5.92M
|
+$246K
|
3
|
3.01%
|
Increased
|
|
|
1905
|
Family Capital Trust
Peabody,
Massachusetts
|
$5.9M
|
+$165K
|
4
|
3.42%
|
Increased
|
|
|
1906
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$5.88M
|
+$3.07K
|
2
|
3.71%
|
Increased
|
|
|
1907
|
City Holding Co
Charleston,
West Virginia
|
$5.88M
|
+$25.8K
|
5
|
3.21%
|
Increased
|
|
|
1908
|
LVW Advisors
Pittsford,
New York
|
$5.85M
|
+$974K
|
6
|
2.7%
|
Increased
|
|
|
1909
|
Ashmore Group
London,
United Kingdom
|
$5.84M
|
-$260K
|
1
|
3.35%
|
Reduced
|
|
|
1910
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$5.82M
|
-$2.06M
|
4
|
3.3%
|
Reduced
|
|
|
1911
|
Next Financial Group
Houston,
Texas
|
$5.82M
|
-$19.6K
|
9
|
2.08%
|
Reduced
|
|
|
1912
|
Beck Capital Management
Austin,
Texas
|
$5.82M
|
+$343K
|
3
|
4.03%
|
Increased
|
|
|
1913
|
Evanston Advisors
Schaumburg,
Illinois
|
$5.79M
|
+$1.23M
|
1
|
1.92%
|
Increased
|
|
|
1914
|
Gyroscope Capital Management Group
Naples,
Florida
|
$5.79M
|
+$4.59M
|
4
|
4.93%
|
Increased
|
|
|
1915
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$5.76M
|
+$434K
|
4
|
1.61%
|
Increased
|
|
|
1916
|
Mraz Amerine & Associates
Modesto,
California
|
$5.76M
|
+$232K
|
2
|
2.28%
|
Increased
|
|
|
1917
|
Shikiar Asset Management
New York
|
$5.75M
|
+$385K
|
1
|
2.97%
|
Increased
|
|
|
1918
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$5.73M
|
+$389K
|
1
|
1.48%
|
Increased
|
|
|
1919
|
|
$5.7M
|
+$73.9K
|
3
|
3.97%
|
Increased
|
|
|
1920
|
Orbis Investment Management (US)
San Francisco,
California
|
$5.7M
|
-$3.3M
|
1
|
5.16%
|
Reduced
|
|
|
1921
|
Carl Domino
West Palm Beach,
Florida
|
$5.68M
|
+$103K
|
5
|
4.55%
|
Increased
|
|
|
1922
|
Bison Wealth
Atlanta,
Georgia
|
$5.66M
|
+$477K
|
5
|
3.72%
|
Increased
|
|
|
1923
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$5.65M
|
-$137K
|
4
|
1.12%
|
Reduced
|
|
|
1924
|
Trees Investment Counsel
Chicago,
Illinois
|
$5.63M
|
-$28.5K
|
3
|
4.97%
|
Reduced
|
|
|
1925
|
LaSalle Street Capital Management
Chicago,
Illinois
|
$5.62M
|
$0
|
3
|
5.98%
|
Maintained
|
|