|
2026
|
Rench Wealth Management
Denton,
Texas
|
$4.67M
|
-$230K
|
2
|
4.29%
|
Reduced
|
|
|
2027
|
Credential Securities
Vancouver,
|
$4.67M
|
-$529K
|
4
|
3.25%
|
Reduced
|
|
|
2028
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$4.66M
|
+$2.57M
|
4
|
1.29%
|
Increased
|
|
|
2029
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$4.64M
|
-$266K
|
6
|
2.04%
|
Reduced
|
|
|
2030
|
Kanaly Trust
Houston,
Texas
|
$4.63M
|
+$542K
|
8
|
1.02%
|
Increased
|
|
|
2031
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$4.61M
|
-$3.39M
|
2
|
3.78%
|
Reduced
|
|
|
2032
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$4.6M
|
-$18.5K
|
2
|
2.44%
|
Reduced
|
|
|
2033
|
Keystone Financial Planning
Cleveland,
Ohio
|
$4.59M
|
-$396K
|
1
|
3.71%
|
Reduced
|
|
|
2034
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$4.57M
|
-$17.8K
|
3
|
4.96%
|
Reduced
|
|
|
2035
|
Gratus Capital
Atlanta,
Georgia
|
$4.57M
|
-$1.95M
|
2
|
1.1%
|
Reduced
|
|
|
2036
|
IFC Holdings
Tampa,
Florida
|
$4.57M
|
-$1.79M
|
5
|
0.7%
|
Reduced
|
|
|
2037
|
Redmond Asset Management
Henrico,
Virginia
|
$4.56M
|
+$459K
|
4
|
2.43%
|
Increased
|
|
|
2038
|
Diker Management
New York
|
$4.55M
|
-$2.44M
|
2
|
1%
|
Reduced
|
|
|
2039
|
Caldwell & Orkin
Norcross,
Georgia
|
$4.54M
|
+$3.69M
|
3
|
2.89%
|
Increased
|
|
|
2040
|
Avalon Capital Management
Port Of Redwood City,
California
|
$4.53M
|
+$1.78M
|
1
|
4.17%
|
Increased
|
|
|
2041
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$4.53M
|
-$381K
|
5
|
3.28%
|
Reduced
|
|
|
2042
|
Mount Vernon Associates
Baltimore,
Maryland
|
$4.52M
|
+$272K
|
4
|
10.5%
|
Increased
|
|
|
2043
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$4.52M
|
+$1.32M
|
2
|
2.4%
|
Increased
|
|
|
2044
|
Crossvault Capital Management
San Antonio,
Texas
|
$4.49M
|
+$713K
|
2
|
3.51%
|
Increased
|
|
|
2045
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$4.48M
|
-$172K
|
2
|
2.39%
|
Reduced
|
|
|
2046
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$4.46M
|
+$202K
|
5
|
4.61%
|
Increased
|
|
|
2047
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$4.44M
|
-$1.87M
|
6
|
1.35%
|
Reduced
|
|
|
2048
|
Birmingham Capital Management
Birmingham,
Alabama
|
$4.43M
|
+$92.7K
|
1
|
1.93%
|
Increased
|
|
|
2049
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$4.42M
|
+$241K
|
3
|
3.72%
|
Increased
|
|
|
2050
|
BKS Advisors
Southfield,
Michigan
|
$4.42M
|
+$2.67M
|
4
|
2.46%
|
Increased
|
|