|
2026
|
Lau Associates
Greenville,
Delaware
|
$3.56M
|
-$206K
|
2
|
3.16%
|
Reduced
|
|
|
2027
|
Bellecapital
Zurich,
Switzerland
|
$3.56M
|
+$3.29M
|
4
|
3.41%
|
New
|
|
|
2028
|
Scott & Selber Inc
Houston,
Texas
|
$3.55M
|
-$2.41M
|
3
|
2.6%
|
Reduced
|
|
|
2029
|
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
|
$3.54M
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
2030
|
Field & Main Bank
Henderson,
Kentucky
|
$3.52M
|
+$3.3M
|
4
|
3.43%
|
New
|
|
|
2031
|
Deltec Asset Management
New York
|
$3.52M
|
-$36.3K
|
2
|
0.85%
|
Reduced
|
|
|
2032
|
Kanaly Trust
Houston,
Texas
|
$3.52M
|
+$2.06M
|
4
|
0.7%
|
Increased
|
|
|
2033
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$3.5M
|
+$1.35M
|
3
|
1.37%
|
Increased
|
|
|
2034
|
Catapult Capital Management
New York
|
$3.5M
|
+$3.17M
|
1
|
0.83%
|
New
|
|
|
2035
|
Waverly Advisors
Birmingham,
Alabama
|
$3.49M
|
+$550K
|
10
|
1.23%
|
Increased
|
|
|
2036
|
Jump Trading
Chicago,
Illinois
|
$3.49M
|
+$2.29M
|
4
|
0.32%
|
Increased
|
|
|
2037
|
Round Table Investment Management
Charlotte,
North Carolina
|
$3.48M
|
+$378K
|
2
|
0.38%
|
Increased
|
|
|
2038
|
NuWave Investment Management
Parsippany,
New Jersey
|
$3.48M
|
+$334K
|
5
|
3.08%
|
Increased
|
|
|
2039
|
Somerset Group
Wayzata,
Minnesota
|
$3.47M
|
-$1.03M
|
3
|
2.71%
|
Reduced
|
|
|
2040
|
Boyle Capital Management
West Des Moines,
Iowa
|
$3.46M
|
+$1.17M
|
2
|
2.91%
|
Increased
|
|
|
2041
|
Alpha Capital Management
Austin,
Texas
|
$3.45M
|
-$3.57M
|
2
|
2.78%
|
Reduced
|
|
|
2042
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.44M
|
+$3.22M
|
5
|
2.68%
|
New
|
|
|
2043
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$3.42M
|
+$3.28M
|
3
|
2.33%
|
New
|
|
|
2044
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$3.41M
|
-$27.8K
|
4
|
3.48%
|
Reduced
|
|
|
2045
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$3.39M
|
+$57.8K
|
3
|
5.7%
|
Increased
|
|
|
2046
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$3.39M
|
-$246K
|
2
|
0.19%
|
Reduced
|
|
|
2047
|
Kokusai Asset Management
Tokyo,
Japan
|
$3.39M
|
-$443K
|
1
|
4.49%
|
Reduced
|
|
|
2048
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.39M
|
+$404K
|
6
|
0.6%
|
Increased
|
|
|
2049
|
Altimeter Capital Management
Boston,
Massachusetts
|
$3.39M
|
$0
|
2
|
0.41%
|
Maintained
|
|
|
2050
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.39M
|
-$283K
|
1
|
1.53%
|
Reduced
|
|