|
1926
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$14.3M
|
-$347K
|
10
|
8.88%
|
Reduced
|
|
|
1927
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$14.3M
|
+$702K
|
5
|
11.15%
|
Increased
|
|
|
1928
|
Avalon Global Asset Management
San Francisco,
California
|
$14.3M
|
-$611K
|
3
|
7.08%
|
Reduced
|
|
|
1929
|
Ativo Capital Management
Chicago,
Illinois
|
$14.3M
|
-$846K
|
3
|
3.8%
|
Reduced
|
|
|
1930
|
Perkins Coie Trust Company
Seattle,
Washington
|
$14.3M
|
-$495K
|
9
|
7.13%
|
Reduced
|
|
|
1931
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.3M
|
+$5.96M
|
4
|
1.01%
|
Increased
|
|
|
1932
|
Sandia Holdings
Greenwich,
Connecticut
|
$14.3M
|
-$3.14M
|
2
|
6.51%
|
Reduced
|
|
|
1933
|
Lucia Wealth Services
San Diego,
California
|
$14.2M
|
+$13.9M
|
4
|
6.3%
|
New
|
|
|
1934
|
HCR Wealth Advisors
Los Angeles,
California
|
$14.2M
|
+$5.21M
|
7
|
4.97%
|
Increased
|
|
|
1935
|
Pier Capital
Stamford,
Connecticut
|
$14.2M
|
-$944K
|
3
|
2.43%
|
Reduced
|
|
|
1936
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$14.2M
|
+$552K
|
7
|
9.03%
|
Increased
|
|
|
1937
|
Ionic Capital Management
New York
|
$14.2M
|
-$20.8M
|
4
|
0.59%
|
Reduced
|
|
|
1938
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$14.1M
|
+$300K
|
3
|
3.46%
|
Increased
|
|
|
1939
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$14.1M
|
+$56M
|
6
|
8.55%
|
Increased
|
|
|
1940
|
Mizuho Securities USA
New York
|
$14.1M
|
+$4.64M
|
4
|
0.74%
|
Increased
|
|
|
1941
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$14.1M
|
+$292K
|
6
|
3.39%
|
Increased
|
|
|
1942
|
Penobscot Investment Management
Boston,
Massachusetts
|
$14.1M
|
-$144K
|
6
|
3.89%
|
Reduced
|
|
|
1943
|
|
$14M
|
+$207K
|
5
|
4.74%
|
Increased
|
|
|
1944
|
Martin & Co
Knoxville,
Tennessee
|
$14M
|
-$477K
|
5
|
4.44%
|
Reduced
|
|
|
1945
|
Augustine Asset Management
Jacksonville,
Florida
|
$14M
|
-$91.1K
|
2
|
7.93%
|
Reduced
|
|
|
1946
|
|
$14M
|
+$81.4K
|
9
|
7.97%
|
Increased
|
|
|
1947
|
Calton & Associates
Tampa,
Florida
|
$14M
|
+$12.2M
|
12
|
3.52%
|
New
|
|
|
1948
|
Schonfeld Strategic Advisors
New York
|
$14M
|
+$1.54M
|
9
|
1.14%
|
Increased
|
|
|
1949
|
Thompson Rubinstein Investment Management
Portland,
Oregon
|
$13.9M
|
-$26K
|
3
|
4.59%
|
Reduced
|
|
|
1950
|
Ferris Capital
Marlborough,
Massachusetts
|
$13.9M
|
+$2.29M
|
6
|
4.95%
|
Increased
|
|