|
2801
|
WESCAP Management Group
Glendale,
California
|
$203M
|
+$3.96M
|
+2%
|
1.03%
|
40.2%
|
59
|
11.86%
|
|
|
2802
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$202M
|
+$7.93M
|
+4%
|
2.35%
|
54.6%
|
60
|
5%
|
|
|
2803
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$202M
|
+$27.7M
|
+16%
|
7.71%
|
86.4%
|
84
|
8.33%
|
|
|
2804
|
Cypress Wealth Advisors
San Francisco,
California
|
$202M
|
-$16.1M
|
-7%
|
3.81%
|
29.3%
|
214
|
16.82%
|
|
|
2805
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$202M
|
+$8.53M
|
+4%
|
0.75%
|
72.5%
|
55
|
40%
|
|
|
2806
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$202M
|
-$7.88M
|
-4%
|
4.02%
|
92.8%
|
397
|
66.75%
|
|
|
2807
|
Partnervest Advisory Services
Santa Barbara,
California
|
$202M
|
+$10.8M
|
+6%
|
2.32%
|
45.1%
|
207
|
14.49%
|
|
|
2808
|
Front Street Capital Management
Missoula,
Montana
|
$202M
|
–
|
–
|
1.4%
|
259%
|
65
|
–
|
|
|
2809
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$202M
|
+$21.3M
|
+12%
|
1.47%
|
140%
|
13
|
15.38%
|
|
|
2810
|
Adelphi Capital
London,
United Kingdom
|
$202M
|
-$72.3M
|
-26%
|
13.6%
|
–
|
3
|
33.33%
|
|
|
2811
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$202M
|
+$2.75M
|
+1%
|
1.51%
|
99.6%
|
78
|
2.56%
|
|
|
2812
|
Pagoda Asset Management
New York
|
$201M
|
-$41.4M
|
-17%
|
4.18%
|
–
|
29
|
65.52%
|
|
|
2813
|
The Family Firm
Bethesda,
Maryland
|
$201M
|
+$4.24M
|
+2%
|
3.04%
|
40.2%
|
119
|
13.45%
|
|
|
2814
|
|
$201M
|
+$8.7M
|
+5%
|
2.56%
|
63%
|
39
|
51.28%
|
|
|
2815
|
Proprium Capital Partners
Stamford,
Connecticut
|
$201M
|
-$49.7M
|
-20%
|
0.04%
|
6.09%
|
3
|
33.33%
|
|
|
2816
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
$201M
|
-$24.7M
|
-11%
|
7.55%
|
53.8%
|
72
|
41.67%
|
|
|
2817
|
Ratan Capital Management
Miami Beach,
Florida
|
$201M
|
-$81.2M
|
-29%
|
9.29%
|
320%
|
11
|
63.64%
|
|
|
2818
|
Redmond Asset Management
Henrico,
Virginia
|
$201M
|
+$2.01M
|
+1%
|
3.19%
|
59.1%
|
152
|
14.47%
|
|
|
2819
|
Karpas Strategies
Litchfield,
Connecticut
|
$200M
|
+$7.84M
|
+4%
|
5.07%
|
16.1%
|
120
|
3.33%
|
|
|
2820
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$200M
|
–
|
–
|
2.68%
|
62.7%
|
742
|
–
|
|
|
2821
|
|
$200M
|
-$2.32M
|
-1%
|
0.3%
|
92.1%
|
83
|
9.64%
|
|
|
2822
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$200M
|
+$2.56M
|
+1%
|
2.61%
|
113%
|
181
|
10.5%
|
|
|
2823
|
Harvey Capital Management
Palm Beach,
Florida
|
$200M
|
-$6.76M
|
-3%
|
1.05%
|
141%
|
77
|
5.19%
|
|
|
2824
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$199M
|
+$6.05M
|
+3%
|
2.75%
|
59.4%
|
199
|
15.08%
|
|
|
2825
|
Edmond de Rothschild (Europe)
Luxembourg
|
$199M
|
+$7.47M
|
+4%
|
4.5%
|
–
|
262
|
25.57%
|
|