|
301
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$2.17M
|
–
|
–
|
–
|
|
|
302
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$2.17M
|
+$214K
|
+1
|
+11%
|
|
|
303
|
Homrich & Berg
Atlanta,
Georgia
|
$2.17M
|
+$214K
|
+1
|
+11%
|
|
|
304
|
Baxter Bros Inc
Riverside,
Connecticut
|
$2.17M
|
+$2.14M
|
+10
|
New
|
|
|
305
|
London Company of Virginia
Richmond,
Virginia
|
$2.17M
|
+$2.14M
|
+10
|
New
|
|
|
306
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$2.17M
|
+$2.14M
|
+10
|
New
|
|
|
307
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$2.17M
|
-$429K
|
-2
|
-17%
|
|
|
308
|
Ruggie Capital Group
Tavares,
Florida
|
$2.16M
|
+$214K
|
+1
|
+11%
|
|
|
309
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.95M
|
–
|
–
|
–
|
|
|
310
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1.95M
|
–
|
–
|
–
|
|
|
311
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.95M
|
–
|
–
|
–
|
|
|
312
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$1.95M
|
–
|
–
|
–
|
|
|
313
|
Financial Partners Capital Management
New York
|
$1.95M
|
–
|
–
|
–
|
|
|
314
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.95M
|
–
|
–
|
–
|
|
|
315
|
Kings Point Capital Management
Great Neck,
New York
|
$1.95M
|
–
|
–
|
–
|
|
|
316
|
|
$1.95M
|
–
|
–
|
–
|
|
|
317
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.95M
|
–
|
–
|
–
|
|
|
318
|
Pacific Global Investment Management
Glendale,
California
|
$1.95M
|
–
|
–
|
–
|
|
|
319
|
Parthenon LLC
Louisville,
Kentucky
|
$1.95M
|
–
|
–
|
–
|
|
|
320
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.95M
|
–
|
–
|
–
|
|
|
321
|
Truist Financial
Charlotte,
North Carolina
|
$1.95M
|
–
|
–
|
–
|
|
|
322
|
United Capital Financial Advisors
Irving,
Texas
|
$1.95M
|
–
|
–
|
–
|
|
|
323
|
Arrowstreet Capital
Boston,
Massachusetts
|
$1.95M
|
+$1.93M
|
+9
|
New
|
|
|
324
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.95M
|
+$1.93M
|
+9
|
New
|
|
|
325
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.74M
|
–
|
–
|
–
|
|
