|
2126
|
Salesforce Inc
San Francisco,
California
|
$31.5M
|
-$563M
|
1
|
6.03%
|
Reduced
|
|
|
2127
|
Valmark Advisers
Akron,
Ohio
|
$31.5M
|
+$1.2M
|
10
|
0.58%
|
Increased
|
|
|
2128
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$31.5M
|
-$1.03M
|
7
|
4.58%
|
Reduced
|
|
|
2129
|
Strategic Blueprint
Atlanta,
Georgia
|
$31.5M
|
-$1.16M
|
6
|
4.89%
|
Reduced
|
|
|
2130
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$31.5M
|
-$897K
|
5
|
14.32%
|
Reduced
|
|
|
2131
|
Univest Financial
Souderton,
Pennsylvania
|
$31.4M
|
-$577K
|
3
|
8.76%
|
Reduced
|
|
|
2132
|
|
$31.3M
|
-$1.21M
|
12
|
12.1%
|
Reduced
|
|
|
2133
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$31.3M
|
+$676K
|
7
|
2.56%
|
Increased
|
|
|
2134
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$31.3M
|
-$143K
|
7
|
8.2%
|
Reduced
|
|
|
2135
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$31.3M
|
+$347K
|
5
|
7.36%
|
Increased
|
|
|
2136
|
Sargent Investment Group
Bethesda,
Maryland
|
$31.2M
|
+$1.88M
|
6
|
7.58%
|
Increased
|
|
|
2137
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$31.2M
|
-$1.89M
|
6
|
15.58%
|
Reduced
|
|
|
2138
|
Sunbelt Securities
Houston,
Texas
|
$31.2M
|
$0
|
9
|
5.61%
|
Maintained
|
|
|
2139
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$31.2M
|
-$284K
|
7
|
4.64%
|
Reduced
|
|
|
2140
|
Zions Bancorporation
Salt Lake City,
Utah
|
$31.2M
|
+$979K
|
20
|
3.19%
|
Increased
|
|
|
2141
|
Hoertkorn Richard Charles
|
$31.1M
|
-$412K
|
5
|
14%
|
Reduced
|
|
|
2142
|
Cabot Wealth Management
Salem,
Massachusetts
|
$30.9M
|
-$172K
|
6
|
4.15%
|
Reduced
|
|
|
2143
|
Sphera Funds Management
Tel Aviv,
Israel
|
$30.9M
|
-$10.2M
|
3
|
2.6%
|
Reduced
|
|
|
2144
|
Cadence Bank NA
Houston,
Texas
|
$30.9M
|
-$105K
|
6
|
9.17%
|
Reduced
|
|
|
2145
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$30.9M
|
+$2.3M
|
5
|
4.49%
|
Increased
|
|
|
2146
|
Moseley Investment Management
Bradenton,
Florida
|
$30.9M
|
-$881K
|
8
|
15.43%
|
Reduced
|
|
|
2147
|
Leo Brokerage
Hurst,
Texas
|
$30.8M
|
-$372K
|
7
|
5.7%
|
Reduced
|
|
|
2148
|
Sitrin Capital Management
Century City,
California
|
$30.8M
|
-$320K
|
5
|
14.74%
|
Reduced
|
|
|
2149
|
Hollencrest Capital Management
Newport Beach,
California
|
$30.8M
|
+$5.12M
|
7
|
2.75%
|
Increased
|
|
|
2150
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$30.8M
|
-$556K
|
5
|
14.67%
|
Reduced
|
|
