|
2201
|
Texas Capital Bancshares
Dallas,
Texas
|
$2.71M
|
+$65.8K
|
4
|
1.55%
|
Increased
|
|
|
2202
|
Bessemer Securities
New York
|
$2.7M
|
$0
|
1
|
1.34%
|
Maintained
|
|
|
2203
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$2.68M
|
-$1.18M
|
3
|
2.11%
|
Reduced
|
|
|
2204
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.67M
|
-$13.3K
|
2
|
0.68%
|
Reduced
|
|
|
2205
|
Whalerock Point Partners
Providence,
Rhode Island
|
$2.67M
|
+$567K
|
3
|
1.2%
|
Increased
|
|
|
2206
|
Segment Wealth Management
Houston,
Texas
|
$2.64M
|
+$268K
|
2
|
1.01%
|
Increased
|
|
|
2207
|
Addison Capital
Conshohocken,
Pennsylvania
|
$2.64M
|
-$29.6K
|
1
|
2.32%
|
Reduced
|
|
|
2208
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2.63M
|
-$33.7K
|
4
|
1.6%
|
Reduced
|
|
|
2209
|
Waverly Advisors
Birmingham,
Alabama
|
$2.6M
|
+$1.4M
|
10
|
1.4%
|
Increased
|
|
|
2210
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.59M
|
+$79.1K
|
3
|
0.25%
|
Increased
|
|
|
2211
|
Bangor Savings Bank
Bangor,
Maine
|
$2.58M
|
-$41.2K
|
2
|
0.69%
|
Reduced
|
|
|
2212
|
Gideon Capital Advisors
New York
|
$2.58M
|
+$1.05M
|
3
|
1%
|
Increased
|
|
|
2213
|
Wills Financial Group
Richmond,
Virginia
|
$2.56M
|
+$34.9K
|
3
|
2.17%
|
Increased
|
|
|
2214
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.54M
|
-$14.1K
|
2
|
0.21%
|
Reduced
|
|
|
2215
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$2.53M
|
+$2.49M
|
1
|
0.96%
|
New
|
|
|
2216
|
Madison Street Partners
Denver,
Colorado
|
$2.52M
|
-$1.93M
|
1
|
3.83%
|
Reduced
|
|
|
2217
|
Thompson Davis & Co
Richmond,
Virginia
|
$2.52M
|
+$2.12M
|
8
|
3.25%
|
Increased
|
|
|
2218
|
ALPS Advisors
Denver,
Colorado
|
$2.5M
|
-$1.3M
|
4
|
0.02%
|
Reduced
|
|
|
2219
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$2.5M
|
-$1.39M
|
6
|
1.85%
|
Reduced
|
|
|
2220
|
Thomas Story & Son
Culver,
Indiana
|
$2.49M
|
-$36.6K
|
2
|
1.56%
|
Reduced
|
|
|
2221
|
Bell Bank
Fargo,
North Dakota
|
$2.47M
|
-$169K
|
5
|
1.77%
|
Reduced
|
|
|
2222
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$2.45M
|
+$376K
|
1
|
0.67%
|
Increased
|
|
|
2223
|
Holt Capital Partners
Fort Worth,
Texas
|
$2.42M
|
+$1.38M
|
2
|
1.1%
|
Increased
|
|
|
2224
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$2.42M
|
-$101K
|
3
|
1.07%
|
Reduced
|
|
|
2225
|
St. Johns Investment Management
Jacksonville,
Florida
|
$2.42M
|
+$217
|
3
|
2.13%
|
Increased
|
|