|
1701
|
New York Life Insurance Company
New York
|
$11.3M
|
$0
|
1
|
2.15%
|
Maintained
|
|
|
1702
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$11.3M
|
+$270K
|
4
|
3.22%
|
Increased
|
|
|
1703
|
PTM Wealth Management
North Wales,
United States
|
$11.3M
|
+$635K
|
2
|
5.09%
|
Increased
|
|
|
1704
|
Longbow Finance
Lutry,
Switzerland
|
$11.3M
|
-$12.4M
|
2
|
1.44%
|
Reduced
|
|
|
1705
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$11.3M
|
-$426K
|
2
|
3.07%
|
Reduced
|
|
|
1706
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$11.3M
|
-$132K
|
5
|
3.54%
|
Reduced
|
|
|
1707
|
Titan Wealth
St Peter Port,
|
$11.3M
|
-$2.96M
|
1
|
4.18%
|
Reduced
|
|
|
1708
|
First Pacific Financial
Vancouver,
Washington
|
$11.3M
|
-$302K
|
9
|
1.34%
|
Reduced
|
|
|
1709
|
Asset Planning Services Inc
Covington,
Louisiana
|
$11.2M
|
-$772K
|
1
|
4.77%
|
Reduced
|
|
|
1710
|
Front Row Advisors
Tiburon,
California
|
$11.2M
|
-$155K
|
6
|
3.24%
|
Reduced
|
|
|
1711
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$11.2M
|
-$3.43M
|
1
|
4%
|
Reduced
|
|
|
1712
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$11.2M
|
+$156K
|
2
|
2.76%
|
Increased
|
|
|
1713
|
Divisadero Street Capital Management
Miami,
Florida
|
$11.1M
|
+$10.9M
|
1
|
0.25%
|
New
|
|
|
1714
|
Roberts Wealth Advisors
Palo Alto,
California
|
$11.1M
|
-$1.06M
|
4
|
2.53%
|
Reduced
|
|
|
1715
|
Kiker Wealth Management
Jasper,
Georgia
|
$11.1M
|
-$404K
|
1
|
4.34%
|
Reduced
|
|
|
1716
|
Kensington Investment Counsel
Long Beach,
California
|
$11.1M
|
-$153K
|
3
|
4.83%
|
Reduced
|
|
|
1717
|
Red Door Wealth Management
Memphis,
Tennessee
|
$11.1M
|
+$264K
|
4
|
1.01%
|
Increased
|
|
|
1718
|
AIMZ Investment Advisors
Los Altos,
California
|
$11.1M
|
+$204K
|
3
|
3.05%
|
Increased
|
|
|
1719
|
Goodman Advisory Group
Needham,
Massachusetts
|
$11.1M
|
-$4.04M
|
2
|
2.54%
|
Reduced
|
|
|
1720
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$11.1M
|
-$2.57M
|
3
|
0.74%
|
Reduced
|
|
|
1721
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$11M
|
+$195K
|
4
|
0.26%
|
Increased
|
|
|
1722
|
Stolper & Co
Tulsa,
Oklahoma
|
$11M
|
+$9.64M
|
1
|
2.85%
|
Increased
|
|
|
1723
|
Madden Securities
Dallas,
Texas
|
$11M
|
-$1.02M
|
2
|
3.06%
|
Reduced
|
|
|
1724
|
Menlo Advisors
Menlo Park,
California
|
$11M
|
$0
|
2
|
4.83%
|
Maintained
|
|
|
1725
|
Aquatic Capital Management
Chicago,
Illinois
|
$11M
|
-$29.7M
|
14
|
0.38%
|
Reduced
|
|