|
551
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$99.5M
|
-$1.92M
|
1
|
4.33%
|
Reduced
|
|
|
552
|
Bard Financial Services
Branford,
Connecticut
|
$99.3M
|
-$498K
|
1
|
12.27%
|
Reduced
|
|
|
553
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$98.8M
|
$0
|
2
|
4.92%
|
Maintained
|
|
|
554
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$98.8M
|
+$106M
|
2
|
0.47%
|
New
|
|
|
555
|
Whitney & Co
Rochester,
New York
|
$97.7M
|
-$238K
|
1
|
14.65%
|
Reduced
|
|
|
556
|
NS Partners
London,
United Kingdom
|
$97.5M
|
-$1.03M
|
1
|
5.25%
|
Reduced
|
|
|
557
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$97.4M
|
-$84.4K
|
3
|
6.57%
|
Reduced
|
|
|
558
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$97.2M
|
-$16.5M
|
1
|
13.03%
|
Reduced
|
|
|
559
|
Advisors Asset Management
Monument,
Colorado
|
$96.9M
|
-$8.78M
|
3
|
2.07%
|
Reduced
|
|
|
560
|
D.J. St. Germain
Springfield,
Massachusetts
|
$96.6M
|
-$5.33M
|
2
|
5.43%
|
Reduced
|
|
|
561
|
Level Four Advisory Services
Dallas,
Texas
|
$95.7M
|
-$2.88M
|
1
|
6.17%
|
Reduced
|
|
|
562
|
Congress Wealth Management
Boston,
Massachusetts
|
$95.7M
|
+$11.7M
|
3
|
1.98%
|
Increased
|
|
|
563
|
Cacti Asset Management
Atlanta,
Georgia
|
$95.5M
|
-$2.06M
|
1
|
8.81%
|
Reduced
|
|
|
564
|
Mar Vista Investment Partners
Los Angeles,
California
|
$95.3M
|
-$8.25M
|
1
|
4.56%
|
Reduced
|
|
|
565
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$95M
|
+$9.93M
|
3
|
4.19%
|
Increased
|
|
|
566
|
AMI Asset Management
Los Angeles,
California
|
$95M
|
-$13.1M
|
1
|
5.89%
|
Reduced
|
|
|
567
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$95M
|
+$252K
|
1
|
2.16%
|
Increased
|
|
|
568
|
Equitable Holdings
New York
|
$94.8M
|
+$4.63M
|
1
|
1.36%
|
Increased
|
|
|
569
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$94.3M
|
-$3.71M
|
1
|
2.41%
|
Reduced
|
|
|
570
|
Covea Finance
Paris,
France
|
$94.3M
|
+$12M
|
2
|
5.31%
|
Increased
|
|
|
571
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$94.1M
|
-$3.78M
|
1
|
6.85%
|
Reduced
|
|
|
572
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$93.5M
|
-$7.19M
|
3
|
4.7%
|
Reduced
|
|
|
573
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$92M
|
-$4.37M
|
2
|
3.56%
|
Reduced
|
|
|
574
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$92M
|
-$787K
|
3
|
7.17%
|
Reduced
|
|
|
575
|
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
|
$92M
|
-$31.5M
|
1
|
5.37%
|
Reduced
|
|
