|
1301
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$44.2M
|
-$1.17M
|
1
|
7.95%
|
Reduced
|
|
|
1302
|
Berger Financial Group
Plymouth,
Minnesota
|
$44.1M
|
-$1.14M
|
1
|
2.25%
|
Reduced
|
|
|
1303
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$44M
|
-$219K
|
1
|
6.48%
|
Reduced
|
|
|
1304
|
Matrix Asset Advisors
White Plains,
New York
|
$44M
|
-$314K
|
1
|
3.58%
|
Reduced
|
|
|
1305
|
Parkman Healthcare Partners
Stamford,
Connecticut
|
$44M
|
-$7.18M
|
2
|
4.51%
|
Reduced
|
|
|
1306
|
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
$43.9M
|
-$609K
|
1
|
1.54%
|
Reduced
|
|
|
1307
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$43.9M
|
-$1.56M
|
1
|
3.6%
|
Reduced
|
|
|
1308
|
Facet Wealth Inc
Baltimore,
Maryland
|
$43.9M
|
+$2.65M
|
1
|
0.63%
|
Increased
|
|
|
1309
|
Terril Brothers
St. Louis,
Missouri
|
$43.9M
|
$0
|
1
|
11.32%
|
Maintained
|
|
|
1310
|
Foster Group
West Des Moines,
Iowa
|
$43.8M
|
+$414K
|
1
|
1.17%
|
Increased
|
|
|
1311
|
Blue Trust Inc
Alpharetta,
Georgia
|
$43.8M
|
-$5.49M
|
3
|
0.46%
|
Reduced
|
|
|
1312
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$43.8M
|
-$59.8K
|
1
|
5.4%
|
Reduced
|
|
|
1313
|
Platform Technology Partners
New York
|
$43.7M
|
+$135K
|
1
|
7.15%
|
Increased
|
|
|
1314
|
Winslow Asset Management
Beachwood,
Ohio
|
$43.6M
|
-$1.46M
|
1
|
7.58%
|
Reduced
|
|
|
1315
|
First Long Island Investors
Jericho,
New York
|
$43.5M
|
+$10.3M
|
1
|
3.08%
|
Increased
|
|
|
1316
|
Bennett Selby Investments
Falmouth,
Maine
|
$43.5M
|
+$31.8K
|
1
|
13.9%
|
Increased
|
|
|
1317
|
Clarity Financial
Houston,
Texas
|
$43.5M
|
+$11.3M
|
1
|
3.69%
|
Increased
|
|
|
1318
|
TradeWell Securities
Fort Wayne,
Indiana
|
$43.4M
|
-$937K
|
1
|
15.5%
|
Reduced
|
|
|
1319
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$43.4M
|
-$1.19M
|
1
|
1.58%
|
Reduced
|
|
|
1320
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$43.4M
|
-$1.07M
|
1
|
5.73%
|
Reduced
|
|
|
1321
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$43.3M
|
+$7.95M
|
1
|
4.05%
|
Increased
|
|
|
1322
|
Leonteq Securities AG
Zurich,
Switzerland
|
$43.3M
|
-$14.7M
|
3
|
1.49%
|
Reduced
|
|
|
1323
|
|
$43.3M
|
-$111K
|
1
|
5.57%
|
Reduced
|
|
|
1324
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$43.1M
|
-$570K
|
1
|
7.67%
|
Reduced
|
|
|
1325
|
Lazari Capital Management
Woodland Hills,
California
|
$43.1M
|
-$444K
|
1
|
13.28%
|
Reduced
|
|