|
1401
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$25.2M
|
-$715K
|
6
|
4.19%
|
Reduced
|
|
|
1402
|
Ballentine Partners
Waltham,
Massachusetts
|
$25.2M
|
-$1.27M
|
7
|
1.39%
|
Reduced
|
|
|
1403
|
NWAM LLC
Mercer Island,
Washington
|
$25.2M
|
-$2.58K
|
7
|
6.54%
|
Reduced
|
|
|
1404
|
ThornTree Capital Partners
Boston,
Massachusetts
|
$25.2M
|
-$8.81M
|
2
|
10.95%
|
Reduced
|
|
|
1405
|
Trust Asset Management
Houston,
Texas
|
$25.1M
|
-$95.8K
|
4
|
9.15%
|
Reduced
|
|
|
1406
|
Dock Street Asset Management
Palm Beach,
Florida
|
$25.1M
|
+$20.7K
|
3
|
10.91%
|
Increased
|
|
|
1407
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$25M
|
+$12.9M
|
2
|
15.82%
|
Increased
|
|
|
1408
|
Motley Fool Asset Management
Alexandria,
Virginia
|
$25M
|
$0
|
2
|
5.01%
|
Maintained
|
|
|
1409
|
First Washington Corp
Seattle,
Washington
|
$25M
|
-$2.9M
|
6
|
12.43%
|
Reduced
|
|
|
1410
|
Arden Trust
Wilmington,
Delaware
|
$25M
|
-$1.06M
|
9
|
3.79%
|
Reduced
|
|
|
1411
|
Rampart Investment Management
Hartford,
Connecticut
|
$24.9M
|
+$473K
|
10
|
8.42%
|
Increased
|
|
|
1412
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$24.9M
|
-$217K
|
6
|
5.67%
|
Reduced
|
|
|
1413
|
Greenhouse Funds
Baltimore,
Maryland
|
$24.8M
|
+$6.36M
|
2
|
6.84%
|
Increased
|
|
|
1414
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$24.7M
|
-$444K
|
3
|
1.12%
|
Reduced
|
|
|
1415
|
Appleton Partners
Boston,
Massachusetts
|
$24.7M
|
-$3.23M
|
7
|
4.16%
|
Reduced
|
|
|
1416
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$24.6M
|
+$441K
|
15
|
2.69%
|
Increased
|
|
|
1417
|
Citizens Business Bank
Ontario,
California
|
$24.6M
|
+$1.08M
|
9
|
4.11%
|
Increased
|
|
|
1418
|
Community Bank
Dewitt,
New York
|
$24.6M
|
-$359K
|
6
|
2.71%
|
Reduced
|
|
|
1419
|
University of Notre Dame du Lac
South Bend,
Indiana
|
$24.6M
|
+$11M
|
4
|
6.84%
|
Increased
|
|
|
1420
|
Oakwood Capital Management
Los Angeles,
California
|
$24.6M
|
-$146K
|
3
|
5.73%
|
Reduced
|
|
|
1421
|
Edge Advisors
Atlanta,
Georgia
|
$24.6M
|
+$2.07M
|
13
|
2.67%
|
Increased
|
|
|
1422
|
Oakview Capital Management
Dallas,
Texas
|
$24.5M
|
+$23.1M
|
1
|
11.69%
|
New
|
|
|
1423
|
BTC Capital Management
Des Moines,
Iowa
|
$24.5M
|
-$264K
|
6
|
4.38%
|
Reduced
|
|
|
1424
|
Welch Capital Partners
Harrison,
New York
|
$24.4M
|
-$3.33M
|
3
|
8.22%
|
Reduced
|
|
|
1425
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$24.4M
|
+$1.13M
|
4
|
10.47%
|
Increased
|
|