|
2051
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$3.5M
|
-$103K
|
2
|
0.17%
|
Reduced
|
|
|
2052
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3.49M
|
+$90.1K
|
3
|
3.6%
|
Increased
|
|
|
2053
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$3.48M
|
-$125K
|
3
|
5.87%
|
Reduced
|
|
|
2054
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.48M
|
-$446K
|
4
|
3.13%
|
Reduced
|
|
|
2055
|
First New York Securities
New York
|
$3.48M
|
+$3.68M
|
3
|
1.71%
|
New
|
|
|
2056
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3.47M
|
+$3.4M
|
7
|
2.56%
|
New
|
|
|
2057
|
NewFocus Financial Group
Vancouver,
Washington
|
$3.46M
|
-$17.8K
|
1
|
2.87%
|
Reduced
|
|
|
2058
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$3.46M
|
-$1.55M
|
3
|
1.94%
|
Reduced
|
|
|
2059
|
Rafferty Asset Management
New York
|
$3.44M
|
-$700K
|
6
|
0.71%
|
Reduced
|
|
|
2060
|
Nadler Financial Group
Deerfield,
Illinois
|
$3.43M
|
+$23.5K
|
4
|
2.28%
|
Increased
|
|
|
2061
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$3.42M
|
-$424K
|
5
|
1.5%
|
Reduced
|
|
|
2062
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.41M
|
+$45.1K
|
4
|
1.68%
|
Increased
|
|
|
2063
|
Bell Bank
Fargo,
North Dakota
|
$3.4M
|
-$1.02M
|
5
|
2.27%
|
Reduced
|
|
|
2064
|
Homrich & Berg
Atlanta,
Georgia
|
$3.4M
|
-$374K
|
3
|
0.44%
|
Reduced
|
|
|
2065
|
Round Table Investment Management
Charlotte,
North Carolina
|
$3.39M
|
-$380K
|
1
|
1.98%
|
Reduced
|
|
|
2066
|
Schulhoff & Co
Cincinnati,
Ohio
|
$3.39M
|
$0
|
2
|
2.29%
|
Maintained
|
|
|
2067
|
Independence Trust
Franklin,
Tennessee
|
$3.39M
|
+$128K
|
3
|
2.34%
|
Increased
|
|
|
2068
|
Forward Management
San Francisco,
California
|
$3.39M
|
-$468K
|
3
|
0.19%
|
Reduced
|
|
|
2069
|
Adams Asset Advisors
Dallas,
Texas
|
$3.38M
|
-$579K
|
1
|
0.59%
|
Reduced
|
|
|
2070
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.38M
|
-$1.84M
|
4
|
0.4%
|
Reduced
|
|
|
2071
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$3.37M
|
$0
|
3
|
2.11%
|
Maintained
|
|
|
2072
|
Kemper Corp Master Retirement Trust
Chicago,
Illinois
|
$3.37M
|
$0
|
1
|
1.27%
|
Maintained
|
|
|
2073
|
Spirit of America Management Corp
Syosset,
New York
|
$3.34M
|
+$3.12M
|
4
|
1.37%
|
New
|
|
|
2074
|
DSAM Partners
London,
United Kingdom
|
$3.32M
|
-$9.8M
|
1
|
1.06%
|
Reduced
|
|
|
2075
|
Menta Capital
San Francisco,
California
|
$3.31M
|
+$1.34M
|
3
|
0.98%
|
Increased
|
|