|
1926
|
HeadInvest LLC
Portland,
Maine
|
$10.4M
|
-$54.3K
|
5
|
3.48%
|
Reduced
|
|
|
1927
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$10.3M
|
-$226K
|
1
|
2.72%
|
Reduced
|
|
|
1928
|
Clearstead Trust
Portland,
Maine
|
$10.3M
|
+$3.64M
|
6
|
8.55%
|
Increased
|
|
|
1929
|
Bonness Enterprises
Washington,
District of Columbia
|
$10.3M
|
+$1.69M
|
4
|
8.25%
|
Increased
|
|
|
1930
|
AR Asset Management
West Hollywood,
California
|
$10.3M
|
$0
|
3
|
4.26%
|
Maintained
|
|
|
1931
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$10.3M
|
-$732K
|
6
|
5.17%
|
Reduced
|
|
|
1932
|
|
$10.3M
|
-$285K
|
5
|
6.76%
|
Reduced
|
|
|
1933
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$10.3M
|
+$637K
|
10
|
6.77%
|
Increased
|
|
|
1934
|
Cadence Bank NA
Houston,
Texas
|
$10.3M
|
-$322K
|
6
|
4.73%
|
Reduced
|
|
|
1935
|
S&T Bank
Indiana,
Pennsylvania
|
$10.3M
|
-$2.05M
|
1
|
1.95%
|
Reduced
|
|
|
1936
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.2M
|
-$3.13M
|
6
|
1.3%
|
Reduced
|
|
|
1937
|
Hills Bank & Trust
North Liberty,
Iowa
|
$10.2M
|
+$190K
|
4
|
3.47%
|
Increased
|
|
|
1938
|
Brave Asset Management
Summit,
New Jersey
|
$10.2M
|
+$1.47M
|
5
|
5.97%
|
Increased
|
|
|
1939
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$10.2M
|
-$27.7K
|
6
|
4.59%
|
Reduced
|
|
|
1940
|
Seven Bridges Advisors
New York
|
$10.2M
|
-$19.1K
|
5
|
9.67%
|
Reduced
|
|
|
1941
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$10.2M
|
+$718K
|
5
|
3.44%
|
Increased
|
|
|
1942
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$10.1M
|
-$148K
|
6
|
7.76%
|
Reduced
|
|
|
1943
|
Petrus Trust Company
Dallas,
Texas
|
$10.1M
|
-$10.3M
|
1
|
2.28%
|
Reduced
|
|
|
1944
|
Optimum Investment Advisors
Chicago,
Illinois
|
$10.1M
|
+$255K
|
6
|
3.58%
|
Increased
|
|
|
1945
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$10.1M
|
+$2.41M
|
7
|
3.85%
|
Increased
|
|
|
1946
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$10.1M
|
-$125K
|
6
|
2.97%
|
Reduced
|
|
|
1947
|
HCR Wealth Advisors
Los Angeles,
California
|
$10M
|
+$152K
|
6
|
5.15%
|
Increased
|
|
|
1948
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$10M
|
$0
|
6
|
2.92%
|
Maintained
|
|
|
1949
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$10M
|
+$80.4K
|
5
|
2.85%
|
Increased
|
|
|
1950
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$10M
|
+$139K
|
6
|
4.09%
|
Increased
|
|