|
1801
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$45.1M
|
-$237K
|
4
|
7.28%
|
Reduced
|
|
|
1802
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$45.1M
|
-$976K
|
8
|
7.97%
|
Reduced
|
|
|
1803
|
Graypoint LLC
Albany,
New York
|
$45.1M
|
+$3.12M
|
10
|
4.48%
|
Increased
|
|
|
1804
|
|
$45.1M
|
-$1.37M
|
4
|
20.22%
|
Reduced
|
|
|
1805
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$45M
|
-$1.31M
|
7
|
4.17%
|
Reduced
|
|
|
1806
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$45M
|
-$441K
|
14
|
9.01%
|
Reduced
|
|
|
1807
|
Regal Investment Advisors
Kentwood,
Michigan
|
$45M
|
-$255K
|
8
|
3.77%
|
Reduced
|
|
|
1808
|
America First Investment Advisors
Omaha,
Nebraska
|
$44.9M
|
+$164K
|
4
|
12.08%
|
Increased
|
|
|
1809
|
Proficio Capital Partners
Newton,
Massachusetts
|
$44.9M
|
+$302K
|
7
|
6.1%
|
Increased
|
|
|
1810
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$44.8M
|
-$586K
|
11
|
14.42%
|
Reduced
|
|
|
1811
|
Curi Wealth Management
Raleigh,
North Carolina
|
$44.8M
|
-$2.04M
|
5
|
6.06%
|
Reduced
|
|
|
1812
|
WS Management
Jacksonville,
Florida
|
$44.8M
|
$0
|
2
|
3.75%
|
Maintained
|
|
|
1813
|
Holderness Investments Company
Greensboro,
North Carolina
|
$44.8M
|
+$204K
|
7
|
16.55%
|
Increased
|
|
|
1814
|
Berger Financial Group
Plymouth,
Minnesota
|
$44.8M
|
-$492K
|
8
|
5.08%
|
Reduced
|
|
|
1815
|
Stratos Investment Management
Beachwood,
Ohio
|
$44.6M
|
+$451K
|
6
|
6.85%
|
Increased
|
|
|
1816
|
Walter Public Investments
Westmount,
Canada
|
$44.6M
|
-$1.79M
|
2
|
9.94%
|
Reduced
|
|
|
1817
|
Farmers Trust Company
Youngstown,
Ohio
|
$44.6M
|
+$1.45M
|
6
|
9.55%
|
Increased
|
|
|
1818
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$44.6M
|
-$272K
|
6
|
5.28%
|
Reduced
|
|
|
1819
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$44.6M
|
-$460K
|
11
|
1.99%
|
Reduced
|
|
|
1820
|
Harbour Investments
Madison,
Wisconsin
|
$44.5M
|
-$2.32M
|
28
|
2.21%
|
Reduced
|
|
|
1821
|
M&R Capital Management
Summit,
New Jersey
|
$44.5M
|
+$218K
|
11
|
11.61%
|
Increased
|
|
|
1822
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$44.4M
|
-$1.84M
|
7
|
3.56%
|
Reduced
|
|
|
1823
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$44.4M
|
-$5.45M
|
3
|
5.44%
|
Reduced
|
|
|
1824
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$44.3M
|
+$745K
|
3
|
5.02%
|
Increased
|
|
|
1825
|
New Hampshire Trust
Concord,
New Hampshire
|
$44.2M
|
-$383K
|
5
|
11.49%
|
Reduced
|
|
