|
1601
|
Kelleher Financial Advisors
New York
|
$32.3M
|
+$12.5M
|
1
|
4.59%
|
Increased
|
|
|
1602
|
SimplyRich
Carlsbad,
California
|
$32.3M
|
+$46.5K
|
2
|
7.57%
|
Increased
|
|
|
1603
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$32.2M
|
-$280K
|
3
|
3.47%
|
Reduced
|
|
|
1604
|
Hohimer Wealth Management
Seattle,
Washington
|
$32.2M
|
-$829K
|
2
|
3.21%
|
Reduced
|
|
|
1605
|
Willis Investment Counsel
Gainesville,
Georgia
|
$32.2M
|
+$615K
|
1
|
1.53%
|
Increased
|
|
|
1606
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$32.2M
|
-$36.9K
|
1
|
0.68%
|
Reduced
|
|
|
1607
|
Norman Fields Gottscho Capital Management
New York
|
$32.1M
|
$0
|
1
|
9.73%
|
Maintained
|
|
|
1608
|
Security National Bank
Omaha,
Nebraska
|
$32.1M
|
-$162K
|
1
|
3.83%
|
Reduced
|
|
|
1609
|
Mitchell Capital Management
Leawood,
Kansas
|
$32.1M
|
-$514K
|
1
|
4.88%
|
Reduced
|
|
|
1610
|
Himalaya Capital Management
Seattle,
Washington
|
$32M
|
$0
|
1
|
0.86%
|
Maintained
|
|
|
1611
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$32M
|
+$31.6M
|
1
|
2.7%
|
New
|
|
|
1612
|
Peterson Wealth Services
South Ogden,
Utah
|
$32M
|
-$27.9K
|
3
|
6.97%
|
Reduced
|
|
|
1613
|
BSW Wealth Partners
Boulder,
Colorado
|
$31.9M
|
-$185K
|
1
|
3.54%
|
Reduced
|
|
|
1614
|
James Investment Research
Alpha,
Ohio
|
$31.9M
|
-$1.33M
|
1
|
3.24%
|
Reduced
|
|
|
1615
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$31.9M
|
-$1.04M
|
4
|
3.07%
|
Reduced
|
|
|
1616
|
Proem Advisors
Dallas,
Texas
|
$31.8M
|
-$2.86M
|
1
|
1.7%
|
Reduced
|
|
|
1617
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$31.8M
|
+$175K
|
1
|
8.16%
|
Increased
|
|
|
1618
|
Scott & Selber Inc
Houston,
Texas
|
$31.7M
|
-$8.58K
|
1
|
6.69%
|
Reduced
|
|
|
1619
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$31.6M
|
-$251K
|
1
|
6.76%
|
Reduced
|
|
|
1620
|
Huntleigh Advisors
St. Louis,
Missouri
|
$31.6M
|
+$943K
|
1
|
4.43%
|
Increased
|
|
|
1621
|
Clearstead Trust
Portland,
Maine
|
$31.6M
|
+$232K
|
3
|
4.13%
|
Increased
|
|
|
1622
|
Moody National Bank Trust Division
Galveston,
Texas
|
$31.6M
|
-$893K
|
2
|
2.62%
|
Reduced
|
|
|
1623
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$31.6M
|
+$82K
|
2
|
5.85%
|
Increased
|
|
|
1624
|
Arjuna Capital
Durham,
North Carolina
|
$31.5M
|
-$1.1M
|
1
|
7.1%
|
Reduced
|
|
|
1625
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$31.5M
|
-$723K
|
1
|
8.26%
|
Reduced
|
|