|
1101
|
Pennant Investors
Summit,
New Jersey
|
$10.7M
|
-$4.93M
|
-50,000
|
-32%
|
|
|
1102
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$10.7M
|
+$742K
|
+7,520
|
+8%
|
|
|
1103
|
Transcend Capital Advisors
Madison,
New Jersey
|
$10.7M
|
-$4.64M
|
-47,000
|
-31%
|
|
|
1104
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.7M
|
+$17.8K
|
+180
|
+0.2%
|
|
|
1105
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$10.7M
|
+$286K
|
+2,900
|
+3%
|
|
|
1106
|
Strategic Advisors
New York
|
$10.6M
|
+$57.2K
|
+580
|
+0.6%
|
|
|
1107
|
Everence Capital Management
Goshen,
Indiana
|
$10.6M
|
–
|
–
|
–
|
|
|
1108
|
Skylands Capital
Milwaukee,
Wisconsin
|
$10.6M
|
-$582K
|
-5,900
|
-5%
|
|
|
1109
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$10.6M
|
-$43.4K
|
-440
|
-0.4%
|
|
|
1110
|
Torray Investment Partners
Bethesda,
Maryland
|
$10.6M
|
-$640K
|
-6,480
|
-6%
|
|
|
1111
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$10.6M
|
+$63.2K
|
+640
|
+0.6%
|
|
|
1112
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$10.6M
|
-$144K
|
-1,460
|
-1%
|
|
|
1113
|
North Star Asset Management
Neenah,
Wisconsin
|
$10.4M
|
-$288K
|
-2,920
|
-3%
|
|
|
1114
|
Bristlecone Advisors
Bellevue,
Washington
|
$10.4M
|
-$227K
|
-2,300
|
-2%
|
|
|
1115
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$10.3M
|
+$84.9K
|
+860
|
+0.9%
|
|
|
1116
|
Granite Investment Partners
El Segundo,
California
|
$10.3M
|
+$411K
|
+4,160
|
+4%
|
|
|
1117
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$10.3M
|
–
|
–
|
–
|
|
|
1118
|
First Personal Financial Services
Charlotte,
North Carolina
|
$10.3M
|
-$47.4K
|
-480
|
-0.5%
|
|
|
1119
|
Westover Capital Advisors
Wilmington,
Delaware
|
$10.3M
|
-$221K
|
-2,240
|
-2%
|
|
|
1120
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$10.3M
|
-$328K
|
-3,320
|
-3%
|
|
|
1121
|
Arjuna Capital
Durham,
North Carolina
|
$10.2M
|
-$1.12M
|
-11,340
|
-10%
|
|
|
1122
|
SP Asset Management
Cupertino,
California
|
$10.2M
|
-$33.6K
|
-340
|
-0.4%
|
|
|
1123
|
Level Four Advisory Services
Dallas,
Texas
|
$10.2M
|
+$932K
|
+9,440
|
+11%
|
|
|
1124
|
Knightsbridge Asset Management
Newport Beach,
California
|
$10.2M
|
-$170K
|
-1,720
|
-2%
|
|
|
1125
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$10.1M
|
-$375K
|
-3,800
|
-4%
|
|
