|
2401
|
|
$4.61M
|
-$40K
|
5
|
4.41%
|
Reduced
|
|
|
2402
|
Montecito Bank & Trust
Santa Barbara,
California
|
$4.61M
|
-$1.64M
|
3
|
1.68%
|
Reduced
|
|
|
2403
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$4.61M
|
$0
|
2
|
0.37%
|
Maintained
|
|
|
2404
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$4.6M
|
-$63.3K
|
4
|
5.1%
|
Reduced
|
|
|
2405
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$4.59M
|
-$227K
|
3
|
2.39%
|
Reduced
|
|
|
2406
|
Dean Investment Associates
Beavercreek,
Ohio
|
$4.59M
|
-$194K
|
1
|
0.77%
|
Reduced
|
|
|
2407
|
WealthSource Partners
San Luis Obispo,
California
|
$4.58M
|
+$1.2M
|
7
|
1.69%
|
Increased
|
|
|
2408
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$4.56M
|
+$1.28M
|
3
|
3.75%
|
Increased
|
|
|
2409
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$4.55M
|
+$508K
|
6
|
2.45%
|
Increased
|
|
|
2410
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$4.55M
|
+$747K
|
4
|
1.72%
|
Increased
|
|
|
2411
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$4.53M
|
+$1.46M
|
2
|
1.44%
|
Increased
|
|
|
2412
|
|
$4.52M
|
-$205K
|
1
|
2.71%
|
Reduced
|
|
|
2413
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$4.52M
|
-$412K
|
5
|
3.27%
|
Reduced
|
|
|
2414
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$4.52M
|
-$137K
|
6
|
2.87%
|
Reduced
|
|
|
2415
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$4.52M
|
+$637K
|
8
|
1.48%
|
Increased
|
|
|
2416
|
|
$4.51M
|
-$174K
|
2
|
4.5%
|
Reduced
|
|
|
2417
|
Balentine LLC
Atlanta,
Georgia
|
$4.49M
|
+$73K
|
7
|
0.44%
|
Increased
|
|
|
2418
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$4.48M
|
+$358K
|
4
|
1.11%
|
Increased
|
|
|
2419
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$4.47M
|
-$34.6K
|
4
|
3.21%
|
Reduced
|
|
|
2420
|
Focused Wealth Management
Newburgh,
New York
|
$4.45M
|
+$16K
|
7
|
1.74%
|
Increased
|
|
|
2421
|
Spirit of America Management Corp
Syosset,
New York
|
$4.45M
|
+$179K
|
5
|
0.47%
|
Increased
|
|
|
2422
|
|
$4.43M
|
+$4.17M
|
1
|
2.86%
|
New
|
|
|
2423
|
VNBTrust National Association
Charlottesville,
Virginia
|
$4.4M
|
-$90.1K
|
5
|
1.73%
|
Reduced
|
|
|
2424
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$4.39M
|
+$213K
|
4
|
5.26%
|
Increased
|
|
|
2425
|
IMS Capital Management
Portland,
Oregon
|
$4.38M
|
+$90.9K
|
4
|
4.39%
|
Increased
|
|