|
3201
|
Needham Investment Management
New York
|
$13.4M
|
-$6.09M
|
5
|
1.93%
|
Reduced
|
|
|
3202
|
Davidson Trust Company
Seattle,
Washington
|
$13.3M
|
-$911K
|
6
|
9.92%
|
Reduced
|
|
|
3203
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$13.3M
|
-$2.56M
|
4
|
11.16%
|
Reduced
|
|
|
3204
|
Terra Nova Asset Management
New York
|
$13.3M
|
-$3.21M
|
5
|
12.39%
|
Reduced
|
|
|
3205
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$13.3M
|
+$674K
|
2
|
0.85%
|
Increased
|
|
|
3206
|
Meridian Management
Little Rock,
Arkansas
|
$13.3M
|
-$48.2K
|
5
|
4.22%
|
Reduced
|
|
|
3207
|
WNY Asset Management
Williamsville,
New York
|
$13.3M
|
+$480K
|
6
|
4.11%
|
Increased
|
|
|
3208
|
Highline Capital Management
New York
|
$13.3M
|
$0
|
1
|
16.14%
|
Maintained
|
|
|
3209
|
Coastwise Capital Group
La Jolla,
California
|
$13.3M
|
+$12.8M
|
5
|
16.5%
|
New
|
|
|
3210
|
Sterling Investment Management
Tucson,
Arizona
|
$13.3M
|
-$2.85M
|
3
|
9.33%
|
Reduced
|
|
|
3211
|
Salem Capital Management
Woburn,
Massachusetts
|
$13.3M
|
-$467K
|
1
|
7.44%
|
Reduced
|
|
|
3212
|
Unison Asset Management
North Miami Beach,
Florida
|
$13.3M
|
+$207K
|
4
|
11.38%
|
Increased
|
|
|
3213
|
Cross Staff Investments
Pittsford,
New York
|
$13.2M
|
+$263K
|
7
|
12.27%
|
Increased
|
|
|
3214
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$13.2M
|
-$400K
|
5
|
9.83%
|
Reduced
|
|
|
3215
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$13.2M
|
+$1.14M
|
5
|
8.43%
|
Increased
|
|
|
3216
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$13.2M
|
+$135K
|
8
|
10.49%
|
Increased
|
|
|
3217
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$13.2M
|
+$4.32M
|
2
|
6.42%
|
Increased
|
|
|
3218
|
Journey Strategic Wealth
Summit,
New Jersey
|
$13.2M
|
+$335K
|
5
|
1.43%
|
Increased
|
|
|
3219
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$13.2M
|
-$206K
|
15
|
2.06%
|
Reduced
|
|
|
3220
|
First Command Bank
Fort Worth,
Texas
|
$13.1M
|
-$224K
|
12
|
1.8%
|
Reduced
|
|
|
3221
|
First Command Financial Services
Fort Worth,
Texas
|
$13.1M
|
-$342K
|
12
|
1.8%
|
Reduced
|
|
|
3222
|
Fir Tree Capital Management
New York
|
$13.1M
|
+$4.93M
|
2
|
0.36%
|
Increased
|
|
|
3223
|
Concord Wealth Partners
Abingdon,
Virginia
|
$13.1M
|
+$892K
|
19
|
3.4%
|
Increased
|
|
|
3224
|
Oak Asset Management
Westlake Village,
California
|
$13.1M
|
+$135K
|
7
|
5.19%
|
Increased
|
|
|
3225
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$13.1M
|
+$592K
|
5
|
9.86%
|
Increased
|
|