|
2251
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$11.4M
|
+$396K
|
4
|
3.28%
|
Increased
|
|
|
2252
|
Terra Nova Asset Management
New York
|
$11.4M
|
-$710K
|
4
|
17.22%
|
Reduced
|
|
|
2253
|
Winslow Asset Management
Beachwood,
Ohio
|
$11.4M
|
+$119K
|
3
|
2.07%
|
Increased
|
|
|
2254
|
Kelleher Financial Advisors
New York
|
$11.4M
|
+$26.5K
|
5
|
14.75%
|
Increased
|
|
|
2255
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$11.3M
|
-$502K
|
8
|
7.64%
|
Reduced
|
|
|
2256
|
Institute for Wealth Management
Denver,
Colorado
|
$11.3M
|
-$37.3M
|
3
|
3.83%
|
Reduced
|
|
|
2257
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$11.3M
|
+$404K
|
12
|
2.24%
|
Increased
|
|
|
2258
|
V Wealth Advisors
Overland Park,
Kansas
|
$11.3M
|
+$3.01M
|
6
|
5.22%
|
Increased
|
|
|
2259
|
Isthmus Partners
Madison,
Wisconsin
|
$11.3M
|
-$1.02M
|
6
|
2.85%
|
Reduced
|
|
|
2260
|
Sterling Investment Management
Tucson,
Arizona
|
$11.3M
|
-$81.1K
|
3
|
8.17%
|
Reduced
|
|
|
2261
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$11.2M
|
-$21.2K
|
3
|
5.85%
|
Reduced
|
|
|
2262
|
Boardman Bay Capital Management
New York
|
$11.2M
|
-$1.15M
|
6
|
16.36%
|
Reduced
|
|
|
2263
|
Grisanti Capital Management
New York
|
$11.2M
|
-$3.11M
|
4
|
5.5%
|
Reduced
|
|
|
2264
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$11.1M
|
+$2.41M
|
5
|
4.46%
|
Increased
|
|
|
2265
|
Meridian Management
Little Rock,
Arkansas
|
$11.1M
|
+$889K
|
4
|
4.85%
|
Increased
|
|
|
2266
|
Portland Global Advisors
Portland,
Maine
|
$11.1M
|
+$607K
|
6
|
3.91%
|
Increased
|
|
|
2267
|
Petrus Trust Company
Dallas,
Texas
|
$11M
|
+$223K
|
6
|
2.43%
|
Increased
|
|
|
2268
|
Asset Planning Services Inc
Covington,
Louisiana
|
$11M
|
-$104K
|
2
|
7.54%
|
Reduced
|
|
|
2269
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$11M
|
+$669K
|
6
|
3.26%
|
Increased
|
|
|
2270
|
Marietta Wealth Management
Marietta,
Georgia
|
$11M
|
-$49K
|
4
|
4.86%
|
Reduced
|
|
|
2271
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$11M
|
-$289K
|
6
|
9.1%
|
Reduced
|
|
|
2272
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$11M
|
$0
|
2
|
3.21%
|
Maintained
|
|
|
2273
|
Ruffer LLP
London,
United Kingdom
|
$11M
|
-$6.19M
|
3
|
0.36%
|
Reduced
|
|
|
2274
|
Circle Wealth Management
Summit,
New Jersey
|
$10.9M
|
-$852K
|
7
|
3.45%
|
Reduced
|
|
|
2275
|
Strategic Capital Advisers
Denver,
Colorado
|
$10.9M
|
+$1.88M
|
4
|
7.79%
|
Increased
|
|