|
1201
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$75.8M
|
+$2.34M
|
9
|
10.56%
|
Increased
|
|
|
1202
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$75.8M
|
+$815K
|
6
|
11.96%
|
Increased
|
|
|
1203
|
RBF Capital
San Francisco,
California
|
$75.7M
|
-$2.75M
|
9
|
5.27%
|
Reduced
|
|
|
1204
|
Fulton Bank
Lancaster,
Pennsylvania
|
$75.5M
|
-$690K
|
9
|
4.21%
|
Reduced
|
|
|
1205
|
Ensemble Capital Management
San Francisco,
California
|
$75.1M
|
+$5.44M
|
2
|
8.46%
|
Increased
|
|
|
1206
|
Atika Capital Management
New York
|
$75M
|
-$48M
|
4
|
8.44%
|
Reduced
|
|
|
1207
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$75M
|
+$13.9M
|
12
|
5.21%
|
Increased
|
|
|
1208
|
Glynn Capital Management
Menlo Park,
California
|
$75M
|
+$18.9M
|
8
|
15.59%
|
Increased
|
|
|
1209
|
Callahan Advisors
Houston,
Texas
|
$74.9M
|
+$4.92M
|
5
|
9.98%
|
Increased
|
|
|
1210
|
CWA Asset Management Group
Naples,
Florida
|
$74.8M
|
-$8.49M
|
6
|
7%
|
Reduced
|
|
|
1211
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$74.7M
|
+$428M
|
6
|
10.29%
|
Increased
|
|
|
1212
|
Alphabet Inc
Mountain View,
California
|
$74.5M
|
-$611K
|
1
|
4.04%
|
Reduced
|
|
|
1213
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$74.5M
|
+$284K
|
6
|
5.9%
|
Increased
|
|
|
1214
|
Metis Global Partners
San Diego,
California
|
$74.5M
|
+$3.54M
|
10
|
11.91%
|
Increased
|
|
|
1215
|
Check Capital Management
Costa Mesa,
California
|
$74.2M
|
-$1.12M
|
3
|
3.71%
|
Reduced
|
|
|
1216
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$74.2M
|
+$14.3M
|
17
|
8.99%
|
Increased
|
|
|
1217
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$73.9M
|
-$3.1M
|
5
|
2.61%
|
Reduced
|
|
|
1218
|
Principle Wealth Partners
Madison,
Connecticut
|
$73.9M
|
+$3.06M
|
7
|
8.89%
|
Increased
|
|
|
1219
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$73.8M
|
-$5.77M
|
5
|
5.81%
|
Reduced
|
|
|
1220
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$73.7M
|
+$2.01M
|
7
|
6.99%
|
Increased
|
|
|
1221
|
HighTower Trust
Houston,
Texas
|
$73.6M
|
+$243M
|
5
|
7.71%
|
Increased
|
|
|
1222
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$73.6M
|
+$2.19M
|
7
|
10.67%
|
Increased
|
|
|
1223
|
SRS Investment Management
New York
|
$73.5M
|
-$3.92M
|
2
|
1.44%
|
Reduced
|
|
|
1224
|
Professional Advisory Services
Vero Beach,
Florida
|
$73.5M
|
+$4.17M
|
6
|
12.25%
|
Increased
|
|
|
1225
|
Overbrook Management Corp
New York
|
$73.4M
|
-$2.95M
|
5
|
21.22%
|
Reduced
|
|
