|
1701
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$36.2M
|
$0
|
1
|
7.89%
|
Maintained
|
|
|
1702
|
Hamilton Wealth
Encino,
California
|
$36.2M
|
+$3.07M
|
5
|
14.72%
|
Increased
|
|
|
1703
|
CFM Wealth Partners
Austin,
Texas
|
$36.2M
|
-$1.01M
|
7
|
10.82%
|
Reduced
|
|
|
1704
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$36.2M
|
-$96.7K
|
7
|
8.69%
|
Reduced
|
|
|
1705
|
American Assets Investment Management
San Diego,
California
|
$36.1M
|
-$485K
|
5
|
4.19%
|
Reduced
|
|
|
1706
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$36.1M
|
+$850K
|
8
|
8.42%
|
Increased
|
|
|
1707
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$36.1M
|
+$37.2K
|
6
|
10.55%
|
Increased
|
|
|
1708
|
First Interstate Bank
Billings,
Montana
|
$36.1M
|
+$3.32M
|
6
|
2.66%
|
Increased
|
|
|
1709
|
Hilltop Holdings
Dallas,
Texas
|
$36M
|
-$5.46M
|
8
|
4.62%
|
Reduced
|
|
|
1710
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$36M
|
+$865K
|
6
|
5.72%
|
Increased
|
|
|
1711
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$35.9M
|
-$1.63M
|
10
|
4.26%
|
Reduced
|
|
|
1712
|
Americana Partners
Houston,
Texas
|
$35.8M
|
-$1.54M
|
5
|
6.2%
|
Reduced
|
|
|
1713
|
Centre Asset Management
New York
|
$35.8M
|
-$2.63M
|
3
|
9.49%
|
Reduced
|
|
|
1714
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$35.7M
|
+$1.4M
|
6
|
10.07%
|
Increased
|
|
|
1715
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$35.7M
|
-$559K
|
8
|
2.04%
|
Reduced
|
|
|
1716
|
DFPG Investments
Sandy,
Utah
|
$35.7M
|
+$10.5M
|
9
|
5.88%
|
Increased
|
|
|
1717
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$35.7M
|
+$4.42M
|
6
|
4.54%
|
Increased
|
|
|
1718
|
Ionic Capital Management
New York
|
$35.6M
|
+$3.85M
|
5
|
8.44%
|
Increased
|
|
|
1719
|
Cozad Asset Management
Champaign,
Illinois
|
$35.6M
|
+$3.5M
|
7
|
5.01%
|
Increased
|
|
|
1720
|
Stokes Family Office
New Orleans,
Louisiana
|
$35.6M
|
-$1.06M
|
6
|
4.58%
|
Reduced
|
|
|
1721
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$35.6M
|
+$456K
|
12
|
3.25%
|
Increased
|
|
|
1722
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$35.6M
|
-$2.02M
|
3
|
7.92%
|
Reduced
|
|
|
1723
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$35.5M
|
-$2.16M
|
8
|
2.19%
|
Reduced
|
|
|
1724
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$35.5M
|
-$357K
|
7
|
12.67%
|
Reduced
|
|
|
1725
|
Two Sigma Securities
New York
|
$35.5M
|
+$16M
|
18
|
1.07%
|
Increased
|
|
