|
1701
|
Lourd Capital
Beverly Hills,
California
|
$14.4M
|
+$705K
|
6
|
1.39%
|
Increased
|
|
|
1702
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$14.4M
|
-$1.65M
|
4
|
10.45%
|
Reduced
|
|
|
1703
|
CWA Asset Management Group
Naples,
Florida
|
$14.4M
|
+$2.82M
|
5
|
4.9%
|
Increased
|
|
|
1704
|
Novare Capital Management
Charlotte,
North Carolina
|
$14.3M
|
+$551K
|
3
|
3.32%
|
Increased
|
|
|
1705
|
|
$14.3M
|
+$2.17M
|
6
|
1.83%
|
Increased
|
|
|
1706
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$14.3M
|
-$2.22M
|
7
|
1.72%
|
Reduced
|
|
|
1707
|
Alley Company
Lake Forest,
Illinois
|
$14.2M
|
+$610K
|
5
|
5.62%
|
Increased
|
|
|
1708
|
RWA Wealth Partners
Newton,
Massachusetts
|
$14.2M
|
+$12.5M
|
5
|
1.86%
|
Increased
|
|
|
1709
|
Symons Capital Management
Pittsburgh,
Pennsylvania
|
$14.2M
|
-$390K
|
1
|
3.51%
|
Reduced
|
|
|
1710
|
|
$14.2M
|
-$151M
|
2
|
0.19%
|
Reduced
|
|
|
1711
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
$14.1M
|
+$5.85M
|
1
|
5.14%
|
Increased
|
|
|
1712
|
Texan Capital Management
Houston,
Texas
|
$14.1M
|
+$25.9K
|
5
|
6.43%
|
Increased
|
|
|
1713
|
TCI Wealth Advisors
Tucson,
Arizona
|
$14.1M
|
-$2.64K
|
9
|
7.37%
|
Reduced
|
|
|
1714
|
Beddow Capital Management
Jackson,
Wyoming
|
$14M
|
+$417K
|
2
|
5.55%
|
Increased
|
|
|
1715
|
Affinity Wealth Management
Wilmington,
Delaware
|
$14M
|
+$426K
|
5
|
7.83%
|
Increased
|
|
|
1716
|
Catamount Wealth Management
Westport,
Connecticut
|
$14M
|
+$2.66M
|
6
|
9.6%
|
Increased
|
|
|
1717
|
Nikko Asset Management Americas
New York
|
$14M
|
+$681
|
9
|
1.03%
|
Increased
|
|
|
1718
|
Venturi Wealth Management
Austin,
Texas
|
$13.9M
|
+$3.24M
|
7
|
3.22%
|
Increased
|
|
|
1719
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$13.9M
|
+$8.5M
|
4
|
0.98%
|
Increased
|
|
|
1720
|
Strategic Advisors
New York
|
$13.9M
|
+$1.93M
|
6
|
6.56%
|
Increased
|
|
|
1721
|
McMillion Capital Management
Greensboro,
North Carolina
|
$13.9M
|
-$65.3K
|
3
|
9.43%
|
Reduced
|
|
|
1722
|
Next Financial Group
Houston,
Texas
|
$13.9M
|
-$5.59M
|
13
|
3.85%
|
Reduced
|
|
|
1723
|
Apriem Advisors
Irvine,
California
|
$13.8M
|
+$6.23M
|
11
|
3.76%
|
Increased
|
|
|
1724
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$13.8M
|
-$45.9K
|
5
|
2.51%
|
Reduced
|
|
|
1725
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$13.8M
|
+$564K
|
3
|
3.23%
|
Increased
|
|