|
1851
|
|
$5.31M
|
-$242K
|
6
|
4.57%
|
Reduced
|
|
|
1852
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$5.31M
|
-$3.37M
|
2
|
2.94%
|
Reduced
|
|
|
1853
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$5.3M
|
-$65.7K
|
4
|
5.96%
|
Reduced
|
|
|
1854
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.3M
|
-$584K
|
6
|
1.69%
|
Reduced
|
|
|
1855
|
WBH Advisory
Baltimore,
Maryland
|
$5.3M
|
+$91.5K
|
5
|
2.13%
|
Increased
|
|
|
1856
|
Croft-Leominster
Baltimore,
Maryland
|
$5.26M
|
-$231K
|
3
|
0.8%
|
Reduced
|
|
|
1857
|
Excalibur Management
Waltham,
Massachusetts
|
$5.25M
|
+$539K
|
2
|
5.73%
|
Increased
|
|
|
1858
|
Oakwood Capital Management
Los Angeles,
California
|
$5.25M
|
+$11.2K
|
1
|
1.75%
|
Increased
|
|
|
1859
|
Bourgeon Capital Management
Darien,
Connecticut
|
$5.2M
|
-$417K
|
4
|
3.35%
|
Reduced
|
|
|
1860
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.19M
|
-$88K
|
4
|
0.96%
|
Reduced
|
|
|
1861
|
Bessemer Securities
New York
|
$5.19M
|
+$4.82M
|
2
|
3.09%
|
New
|
|
|
1862
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$5.19M
|
-$2.54K
|
2
|
2.75%
|
Reduced
|
|
|
1863
|
Financial Engines Advisors
Santa Clara,
California
|
$5.18M
|
+$4.73M
|
1
|
4.31%
|
Increased
|
|
|
1864
|
Genesee Valley Trust
Pittsford,
New York
|
$5.18M
|
+$211K
|
4
|
3.44%
|
Increased
|
|
|
1865
|
Ballentine Partners
Waltham,
Massachusetts
|
$5.15M
|
-$176K
|
5
|
0.58%
|
Reduced
|
|
|
1866
|
Rayner & Haynor
Mill Valley,
California
|
$5.12M
|
+$4.82M
|
3
|
3.94%
|
New
|
|
|
1867
|
Overbrook Management Corp
New York
|
$5.1M
|
-$1.18M
|
2
|
0.97%
|
Reduced
|
|
|
1868
|
Wilsey Asset Management
San Diego,
California
|
$5.09M
|
+$5.02M
|
1
|
4.67%
|
New
|
|
|
1869
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$5.08M
|
+$4.82M
|
3
|
3.99%
|
New
|
|
|
1870
|
New England Research & Management
Chicago,
Illinois
|
$5.07M
|
+$4.83M
|
5
|
4.89%
|
New
|
|
|
1871
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.06M
|
+$37.3K
|
4
|
1.82%
|
Increased
|
|
|
1872
|
P.R. Herzig & Co
Roslyn Heights,
New York
|
$5.06M
|
+$5.2K
|
2
|
6.25%
|
Increased
|
|
|
1873
|
Lipe & Dalton
Syracuse,
New York
|
$5.05M
|
+$3.1M
|
3
|
3.45%
|
Increased
|
|
|
1874
|
Thompson Rubinstein Investment Management
Portland,
Oregon
|
$5.04M
|
-$352K
|
3
|
1.98%
|
Reduced
|
|
|
1875
|
RiverPark Advisors
New York
|
$4.99M
|
$0
|
1
|
3.3%
|
Maintained
|
|