|
2076
|
Perigon Wealth Management
San Francisco,
California
|
$11.7M
|
-$6.94M
|
8
|
4.38%
|
Reduced
|
|
|
2077
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$11.6M
|
+$11.4M
|
6
|
3.82%
|
New
|
|
|
2078
|
USA Financial Formulas
Ada,
Michigan
|
$11.6M
|
-$4.05M
|
3
|
2.77%
|
Reduced
|
|
|
2079
|
Lido Advisors
Los Angeles,
California
|
$11.6M
|
+$1.72M
|
7
|
1.65%
|
Increased
|
|
|
2080
|
Kemper Corp Master Retirement Trust
Chicago,
Illinois
|
$11.6M
|
$0
|
2
|
6.6%
|
Maintained
|
|
|
2081
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$11.6M
|
-$178K
|
10
|
3.87%
|
Reduced
|
|
|
2082
|
Beddow Capital Management
Jackson,
Wyoming
|
$11.6M
|
-$321K
|
2
|
4.7%
|
Reduced
|
|
|
2083
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$11.6M
|
+$11.3M
|
6
|
1.31%
|
New
|
|
|
2084
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$11.6M
|
$0
|
1
|
2.33%
|
Maintained
|
|
|
2085
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$11.6M
|
-$66.4K
|
7
|
3.11%
|
Reduced
|
|
|
2086
|
Doheny Asset Management
Los Angeles,
California
|
$11.6M
|
-$29.6K
|
5
|
5.39%
|
Reduced
|
|
|
2087
|
|
$11.6M
|
+$8.1K
|
6
|
1.71%
|
Increased
|
|
|
2088
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$11.6M
|
+$169K
|
7
|
5.58%
|
Increased
|
|
|
2089
|
Grace Capital
Quincy,
Massachusetts
|
$11.5M
|
-$41K
|
2
|
4.06%
|
Reduced
|
|
|
2090
|
Credential Securities
Vancouver,
|
$11.5M
|
-$165K
|
7
|
2.79%
|
Reduced
|
|
|
2091
|
Rafferty Asset Management
New York
|
$11.5M
|
-$6.72M
|
6
|
0.2%
|
Reduced
|
|
|
2092
|
Kennedy Capital Management
St Louis,
Missouri
|
$11.5M
|
+$3.77M
|
2
|
0.21%
|
Increased
|
|
|
2093
|
Horizon Investment Services
Hammond,
Indiana
|
$11.5M
|
-$557K
|
4
|
4.75%
|
Reduced
|
|
|
2094
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$11.5M
|
+$243K
|
7
|
4.76%
|
Increased
|
|
|
2095
|
R.M. Sincerbeaux Capital Management
New York
|
$11.5M
|
+$46.1K
|
2
|
10.45%
|
Increased
|
|
|
2096
|
|
$11.4M
|
+$145K
|
2
|
4.51%
|
Increased
|
|
|
2097
|
IFG Advisory
Atlanta,
Georgia
|
$11.4M
|
+$11.2M
|
6
|
2.57%
|
New
|
|
|
2098
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$11.4M
|
-$22K
|
2
|
4.69%
|
Reduced
|
|
|
2099
|
Zions Bancorporation
Salt Lake City,
Utah
|
$11.4M
|
-$4.64M
|
8
|
1.95%
|
Reduced
|
|
|
2100
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$11.3M
|
+$318K
|
2
|
3.88%
|
Increased
|
|