|
2701
|
Confluence Wealth Management
Portland,
Oregon
|
$6.03M
|
-$45.4K
|
3
|
3.13%
|
Reduced
|
|
|
2702
|
Keel Point
Huntsville,
Alabama
|
$6.03M
|
+$507K
|
8
|
0.75%
|
Increased
|
|
|
2703
|
Numen Capital
London,
United Kingdom
|
$6.03M
|
-$30.8M
|
1
|
6.27%
|
Reduced
|
|
|
2704
|
Holt Capital Partners
Fort Worth,
Texas
|
$6.02M
|
-$182K
|
6
|
1.7%
|
Reduced
|
|
|
2705
|
Meridian Investment Counsel
Lafayette,
California
|
$5.99M
|
-$13.3K
|
4
|
3.27%
|
Reduced
|
|
|
2706
|
Yakira Capital Management
Westport,
Connecticut
|
$5.98M
|
$0
|
1
|
1.13%
|
Maintained
|
|
|
2707
|
Corda Investment Management
Houston,
Texas
|
$5.97M
|
+$1.13M
|
2
|
0.71%
|
Increased
|
|
|
2708
|
|
$5.97M
|
-$273K
|
4
|
6.68%
|
Reduced
|
|
|
2709
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$5.95M
|
+$1.08M
|
6
|
3.35%
|
Increased
|
|
|
2710
|
Basso Capital Management
Stamford,
Connecticut
|
$5.94M
|
+$1.17M
|
1
|
1.32%
|
Increased
|
|
|
2711
|
|
$5.94M
|
-$240K
|
4
|
3.69%
|
Reduced
|
|
|
2712
|
Winthrop Partners - WNY
Buffalo,
New York
|
$5.92M
|
+$611K
|
7
|
4.79%
|
Increased
|
|
|
2713
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.92M
|
+$266K
|
6
|
1.79%
|
Increased
|
|
|
2714
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$5.91M
|
+$5.61M
|
1
|
4.48%
|
New
|
|
|
2715
|
Freedom Day Solutions
Houston,
Texas
|
$5.9M
|
-$16K
|
2
|
4.66%
|
Reduced
|
|
|
2716
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$5.9M
|
+$696K
|
9
|
2.9%
|
Increased
|
|
|
2717
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$5.9M
|
+$640K
|
4
|
7.59%
|
Increased
|
|
|
2718
|
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
$5.88M
|
+$1.39M
|
2
|
27.04%
|
Increased
|
|
|
2719
|
FAS Wealth Partners
Leawood,
Kansas
|
$5.87M
|
+$302K
|
5
|
1.34%
|
Increased
|
|
|
2720
|
Goldstein Munger & Associates
San Ramon,
California
|
$5.86M
|
-$206K
|
3
|
2.48%
|
Reduced
|
|
|
2721
|
Chatham Capital Group
Savannah,
Georgia
|
$5.84M
|
-$39.8K
|
5
|
1.48%
|
Reduced
|
|
|
2722
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$5.83M
|
+$180K
|
5
|
1.11%
|
Increased
|
|
|
2723
|
First Command Bank
Fort Worth,
Texas
|
$5.81M
|
+$70.9K
|
8
|
1.63%
|
Increased
|
|
|
2724
|
First Command Financial Services
Fort Worth,
Texas
|
$5.81M
|
+$16.4K
|
8
|
1.63%
|
Increased
|
|
|
2725
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$5.79M
|
-$63.7K
|
14
|
3.04%
|
Reduced
|
|