|
2701
|
Southport Management
Wilson,
Wyoming
|
$1.7M
|
+$1.59M
|
1
|
3.31%
|
New
|
|
|
2702
|
Planning Alternatives
Birmingham,
Michigan
|
$1.69M
|
-$447K
|
1
|
0.36%
|
Reduced
|
|
|
2703
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$1.68M
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
2704
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.68M
|
-$222K
|
2
|
0.47%
|
Reduced
|
|
|
2705
|
|
$1.68M
|
-$304K
|
1
|
1.67%
|
Reduced
|
|
|
2706
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$1.67M
|
+$1.59M
|
3
|
2.12%
|
New
|
|
|
2707
|
HM Capital Management
Clayton,
Missouri
|
$1.67M
|
-$38.2K
|
2
|
1.69%
|
Reduced
|
|
|
2708
|
Keystone Financial Planning
Cleveland,
Ohio
|
$1.67M
|
-$67.5K
|
2
|
1.1%
|
Reduced
|
|
|
2709
|
MV Capital Management
Bethesda,
Maryland
|
$1.67M
|
-$73.7K
|
4
|
0.6%
|
Reduced
|
|
|
2710
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.66M
|
-$20.2K
|
3
|
1.35%
|
Reduced
|
|
|
2711
|
Waverly Advisors
Birmingham,
Alabama
|
$1.65M
|
+$378K
|
2
|
0.69%
|
Increased
|
|
|
2712
|
Kays Financial Advisory
Atlanta,
Georgia
|
$1.65M
|
+$218K
|
1
|
0.7%
|
Increased
|
|
|
2713
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.64M
|
-$39.6K
|
2
|
1.07%
|
Reduced
|
|
|
2714
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$1.64M
|
-$284K
|
1
|
0.01%
|
Reduced
|
|
|
2715
|
Ariel Investments
Chicago,
Illinois
|
$1.64M
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2716
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$1.64M
|
$0
|
1
|
100%
|
Maintained
|
|
|
2717
|
Syntal Capital Partners
Midland,
Texas
|
$1.64M
|
+$618K
|
3
|
0.99%
|
Increased
|
|
|
2718
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.64M
|
-$74.6K
|
1
|
0.2%
|
Reduced
|
|
|
2719
|
Round Table Services
Westfield,
New Jersey
|
$1.64M
|
-$1.26M
|
2
|
0.98%
|
Reduced
|
|
|
2720
|
Pure Financial Advisors
San Diego,
California
|
$1.64M
|
-$57.2K
|
2
|
0.53%
|
Reduced
|
|
|
2721
|
Trellus Management Company
Delray Beach,
Florida
|
$1.63M
|
-$417K
|
2
|
2.35%
|
Reduced
|
|
|
2722
|
PM Capital
Sydney,
Australia
|
$1.63M
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2723
|
McGowan Group Asset Management
Dallas,
Texas
|
$1.61M
|
+$102K
|
2
|
0.31%
|
Increased
|
|
|
2724
|
|
$1.59M
|
-$71.2K
|
4
|
1.37%
|
Reduced
|
|
|
2725
|
First Business Financial Services
Madison,
Wisconsin
|
$1.58M
|
-$92.7K
|
3
|
0.39%
|
Reduced
|
|