|
1926
|
Transform Wealth
Greenwood Village,
Colorado
|
$284K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1927
|
Montecito Bank & Trust
Santa Barbara,
California
|
$281K
|
+$28.6K
|
1
|
0.12%
|
Increased
|
|
|
1928
|
Legacy Private Trust
Neenah,
Wisconsin
|
$277K
|
-$1.8K
|
1
|
0.04%
|
Reduced
|
|
|
1929
|
Sterling Investment Management
Tucson,
Arizona
|
$276K
|
+$82
|
1
|
0.4%
|
Increased
|
|
|
1930
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$275K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1931
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$274K
|
-$70.8K
|
1
|
0.04%
|
Reduced
|
|
|
1932
|
Chicago Trust
Grayslake,
Illinois
|
$274K
|
-$1.09M
|
1
|
0.12%
|
Reduced
|
|
|
1933
|
Madden Advisory Services
Jacksonville,
Florida
|
$273K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
1934
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$273K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1935
|
Accredited Investors
Edina,
Minnesota
|
$268K
|
-$38.6K
|
1
|
0.07%
|
Reduced
|
|
|
1936
|
Sabal Trust
St. Petersburg,
Florida
|
$268K
|
-$91.1K
|
1
|
0.03%
|
Reduced
|
|
|
1937
|
Starfire Investment Advisers
Southfield,
Michigan
|
$266K
|
-$10.2K
|
1
|
0.16%
|
Reduced
|
|
|
1938
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$266K
|
+$245K
|
1
|
0.07%
|
New
|
|
|
1939
|
LVM Capital Management
Portage,
Michigan
|
$266K
|
+$200K
|
1
|
0.09%
|
New
|
|
|
1940
|
Wharton Business Group
Malvern,
Pennsylvania
|
$266K
|
-$596K
|
1
|
0.03%
|
Reduced
|
|
|
1941
|
|
$265K
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
1942
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$265K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1943
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$265K
|
+$254K
|
1
|
0.04%
|
New
|
|
|
1944
|
Trustco Bank (New York)
Albany,
New York
|
$265K
|
-$11.4K
|
1
|
0.31%
|
Reduced
|
|
|
1945
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$264K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1946
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$264K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1947
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$263K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
1948
|
First Bankers Trust
Louisville,
Kentucky
|
$260K
|
-$250K
|
1
|
0.15%
|
Reduced
|
|
|
1949
|
Lloyds Banking Group
London,
United Kingdom
|
$260K
|
-$37.2K
|
1
|
2.34%
|
Reduced
|
|
|
1950
|
Gyroscope Capital Management Group
Naples,
Florida
|
$259K
|
+$276K
|
1
|
0.19%
|
New
|
|