|
2201
|
Cincinnati Indemnity Company
Fairfield,
Ohio
|
$4.4M
|
$0
|
1
|
10.71%
|
Maintained
|
|
|
2202
|
44 Wealth Management
Eugene,
Oregon
|
$4.4M
|
-$1.41M
|
3
|
1.46%
|
Reduced
|
|
|
2203
|
Bridgewater Advisors
New York
|
$4.39M
|
+$960K
|
3
|
0.24%
|
Increased
|
|
|
2204
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$4.39M
|
+$1.11M
|
2
|
0.52%
|
Increased
|
|
|
2205
|
Parthenon LLC
Louisville,
Kentucky
|
$4.38M
|
-$31.6K
|
1
|
0.46%
|
Reduced
|
|
|
2206
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$4.38M
|
+$3.2M
|
2
|
0.83%
|
Increased
|
|
|
2207
|
G&S Capital
Denver,
Colorado
|
$4.38M
|
+$2.83M
|
2
|
1.27%
|
Increased
|
|
|
2208
|
Childress Capital Advisors
Houston,
Texas
|
$4.38M
|
-$47.2K
|
4
|
0.72%
|
Reduced
|
|
|
2209
|
Farrow Financial
Randolph,
Vermont
|
$4.38M
|
-$961K
|
1
|
2.34%
|
Reduced
|
|
|
2210
|
Pincus Capital Management
New York
|
$4.37M
|
$0
|
2
|
2.61%
|
Maintained
|
|
|
2211
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$4.37M
|
-$2.35M
|
6
|
0.01%
|
Reduced
|
|
|
2212
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$4.36M
|
+$900K
|
4
|
0.45%
|
Increased
|
|
|
2213
|
Forum Financial Management
Lombard,
Illinois
|
$4.36M
|
+$19.8K
|
5
|
0.06%
|
Increased
|
|
|
2214
|
Meridian Wealth Advisors
Austin,
Texas
|
$4.36M
|
+$381K
|
4
|
0.5%
|
Increased
|
|
|
2215
|
Rakuten Securities
Tokyo,
Japan
|
$4.35M
|
+$892K
|
14
|
1.01%
|
Increased
|
|
|
2216
|
Opal Capital
Boca Raton,
Florida
|
$4.34M
|
-$7.95M
|
2
|
0.78%
|
Reduced
|
|
|
2217
|
CCM Investment Advisers
Columbia,
South Carolina
|
$4.34M
|
-$4.62M
|
2
|
0.34%
|
Reduced
|
|
|
2218
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$4.32M
|
-$353K
|
7
|
0.24%
|
Reduced
|
|
|
2219
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$4.3M
|
+$171K
|
1
|
1.84%
|
Increased
|
|
|
2220
|
Joel Isaacson & Co
New York
|
$4.3M
|
+$471K
|
5
|
0.12%
|
Increased
|
|
|
2221
|
Cheviot Value Management
Beverly Hills,
California
|
$4.3M
|
-$80.6K
|
7
|
0.44%
|
Reduced
|
|
|
2222
|
Advisors Management Group
La Crosse,
Wisconsin
|
$4.28M
|
+$168K
|
2
|
0.71%
|
Increased
|
|
|
2223
|
Umpqua Bank
Lake Oswego,
Oregon
|
$4.28M
|
-$29.9K
|
2
|
0.96%
|
Reduced
|
|
|
2224
|
Orion Capital Management
Coronado,
California
|
$4.27M
|
-$251K
|
5
|
1.32%
|
Reduced
|
|
|
2225
|
Summit Global Investments
Bountiful,
Utah
|
$4.26M
|
+$887K
|
6
|
0.23%
|
Increased
|
|