|
1401
|
Bath Savings Trust
Bath,
Maine
|
$75.2M
|
-$287K
|
6
|
8.58%
|
Reduced
|
|
|
1402
|
Parus Finance (UK)
London,
United Kingdom
|
$75.1M
|
-$7.45M
|
4
|
26.87%
|
Reduced
|
|
|
1403
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$75M
|
+$1.66M
|
7
|
16.13%
|
Increased
|
|
|
1404
|
United Asset Strategies
Garden City,
New York
|
$74.9M
|
-$1.61M
|
7
|
9.53%
|
Reduced
|
|
|
1405
|
|
$74.7M
|
+$5.51M
|
5
|
15.13%
|
Increased
|
|
|
1406
|
Matrix Asset Advisors
White Plains,
New York
|
$74.6M
|
+$750K
|
4
|
10.03%
|
Increased
|
|
|
1407
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$74.3M
|
+$3.19M
|
3
|
15.53%
|
Increased
|
|
|
1408
|
Bank of Hawaii
Honolulu,
Hawaii
|
$74.3M
|
+$905K
|
8
|
4.07%
|
Increased
|
|
|
1409
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$74.2M
|
+$963K
|
6
|
8.29%
|
Increased
|
|
|
1410
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$74.2M
|
+$16.1M
|
4
|
6.53%
|
Increased
|
|
|
1411
|
Wealth Advisors
Rancho Santa Fe,
California
|
$74.1M
|
+$2.48M
|
4
|
26.78%
|
Increased
|
|
|
1412
|
LVM Capital Management
Portage,
Michigan
|
$74M
|
+$2.2M
|
6
|
9.78%
|
Increased
|
|
|
1413
|
James Investment Research
Alpha,
Ohio
|
$73.9M
|
-$1.29M
|
7
|
7.75%
|
Reduced
|
|
|
1414
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$73.6M
|
-$7.28M
|
6
|
12.24%
|
Reduced
|
|
|
1415
|
Voleon Capital Management
Berkeley,
California
|
$73.4M
|
-$29M
|
1
|
16.06%
|
Reduced
|
|
|
1416
|
Simmons Bank
Pine Bluff,
Arkansas
|
$73.4M
|
-$338K
|
7
|
5.5%
|
Reduced
|
|
|
1417
|
TrinityPoint Wealth
Milford,
Connecticut
|
$73.4M
|
+$5.35M
|
6
|
13.29%
|
Increased
|
|
|
1418
|
Tiger Management
New York
|
$73.4M
|
+$3.01M
|
5
|
12.1%
|
Increased
|
|
|
1419
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$73.2M
|
-$935K
|
5
|
5.45%
|
Reduced
|
|
|
1420
|
CapWealth Advisors
Franklin,
Tennessee
|
$73.1M
|
-$182K
|
3
|
7.49%
|
Reduced
|
|
|
1421
|
Financial Advocates Investment Management
Olympia,
Washington
|
$73M
|
-$4.95M
|
12
|
4.81%
|
Reduced
|
|
|
1422
|
Fiduciary Group
Savannah,
Georgia
|
$72.7M
|
-$305K
|
6
|
9.6%
|
Reduced
|
|
|
1423
|
Meritech Capital Associates VI
Palo Alto,
California
|
$72.7M
|
-$10.9M
|
2
|
51.73%
|
Reduced
|
|
|
1424
|
IHT Wealth Management
Chicago,
Illinois
|
$72.6M
|
+$3.41M
|
11
|
5.5%
|
Increased
|
|
|
1425
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$72.5M
|
+$15.3M
|
8
|
6.34%
|
Increased
|
|
