|
1851
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$13.7M
|
$0
|
6
|
1.22%
|
Maintained
|
|
|
1852
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$13.7M
|
-$3.18M
|
9
|
0.28%
|
Reduced
|
|
|
1853
|
Umpqua Bank
Lake Oswego,
Oregon
|
$13.7M
|
+$71.3K
|
3
|
3.06%
|
Increased
|
|
|
1854
|
Sage Capital Management
Stockton,
New Jersey
|
$13.6M
|
+$271K
|
4
|
5.33%
|
Increased
|
|
|
1855
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$13.6M
|
+$492K
|
5
|
2%
|
Increased
|
|
|
1856
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$13.6M
|
+$388K
|
53
|
0.93%
|
Increased
|
|
|
1857
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$13.6M
|
+$318
|
2
|
3.56%
|
Increased
|
|
|
1858
|
Redwood Grove Capital
Palo Alto,
California
|
$13.6M
|
+$12.7M
|
3
|
3.45%
|
Increased
|
|
|
1859
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$13.6M
|
-$43.4K
|
1
|
6.36%
|
Reduced
|
|
|
1860
|
First Merchants Corp
Muncie,
Indiana
|
$13.6M
|
+$475K
|
3
|
0.48%
|
Increased
|
|
|
1861
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$13.6M
|
-$1.55M
|
7
|
1.85%
|
Reduced
|
|
|
1862
|
RD Lewis Holdings
Maitland,
Florida
|
$13.6M
|
+$753K
|
7
|
10.03%
|
Increased
|
|
|
1863
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$13.5M
|
+$665K
|
8
|
0.74%
|
Increased
|
|
|
1864
|
Fox Run Management
Greenwich,
Connecticut
|
$13.5M
|
-$1.98M
|
16
|
2.24%
|
Reduced
|
|
|
1865
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$13.5M
|
+$155K
|
24
|
0.94%
|
Increased
|
|
|
1866
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$13.5M
|
$0
|
1
|
1.67%
|
Maintained
|
|
|
1867
|
VisionPoint Advisory Group
Dallas,
Texas
|
$13.5M
|
-$2.27M
|
8
|
2.2%
|
Reduced
|
|
|
1868
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$13.5M
|
-$307K
|
8
|
2.75%
|
Reduced
|
|
|
1869
|
Advisory Research
Chicago,
Illinois
|
$13.5M
|
-$478K
|
5
|
1.34%
|
Reduced
|
|
|
1870
|
Clear Creek Financial Management
Silverdale,
Washington
|
$13.5M
|
+$1.94M
|
13
|
0.86%
|
Increased
|
|
|
1871
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$13.4M
|
-$644K
|
10
|
0.2%
|
Reduced
|
|
|
1872
|
Tieton Capital Management
Yakima,
Washington
|
$13.4M
|
-$349K
|
2
|
3.85%
|
Reduced
|
|
|
1873
|
QVIDTVM Management
The Woodlands,
Texas
|
$13.4M
|
+$1.09M
|
2
|
17.48%
|
Increased
|
|
|
1874
|
Mystic Asset Management
Warwick,
Rhode Island
|
$13.4M
|
-$229K
|
2
|
2.86%
|
Reduced
|
|
|
1875
|
Plimoth Trust
Plymouth,
Massachusetts
|
$13.4M
|
-$221K
|
2
|
2.67%
|
Reduced
|
|