|
2801
|
Private Capital Management (Florida)
Naples,
Florida
|
$30M
|
+$6.46M
|
5
|
2.89%
|
Increased
|
|
|
2802
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$29.9M
|
-$394K
|
5
|
6.82%
|
Reduced
|
|
|
2803
|
Bangor Savings Bank
Bangor,
Maine
|
$29.9M
|
-$620K
|
10
|
2.67%
|
Reduced
|
|
|
2804
|
Mubadala Investment Company
Abu Dhabi,
United Arab Emirates
|
$29.9M
|
-$2.71M
|
1
|
0.16%
|
Reduced
|
|
|
2805
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$29.8M
|
$0
|
1
|
7.84%
|
Maintained
|
|
|
2806
|
HORAN Wealth
Cincinnati,
Ohio
|
$29.8M
|
+$26.7M
|
5
|
9.13%
|
New
|
|
|
2807
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$29.8M
|
-$360K
|
7
|
9.66%
|
Reduced
|
|
|
2808
|
Insight Advisors
Newtown,
Pennsylvania
|
$29.8M
|
-$623K
|
7
|
4.78%
|
Reduced
|
|
|
2809
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$29.7M
|
+$102K
|
6
|
8.03%
|
Increased
|
|
|
2810
|
DCF Advisers
Greenwich,
Connecticut
|
$29.7M
|
+$51.7K
|
4
|
13.78%
|
Increased
|
|
|
2811
|
McIlrath & Eck
Arlington,
Washington
|
$29.7M
|
-$27.3M
|
13
|
3.39%
|
Reduced
|
|
|
2812
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$29.7M
|
+$252K
|
6
|
13.47%
|
Increased
|
|
|
2813
|
Canton Hathaway
Providence,
Rhode Island
|
$29.7M
|
-$1.05M
|
7
|
6.05%
|
Reduced
|
|
|
2814
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$29.6M
|
-$296K
|
8
|
5.55%
|
Reduced
|
|
|
2815
|
Beacon Financial Group
Dallas,
Texas
|
$29.6M
|
+$739K
|
7
|
3.09%
|
Increased
|
|
|
2816
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$29.6M
|
-$135K
|
4
|
13.02%
|
Reduced
|
|
|
2817
|
Aspire Capital Advisors
Seattle,
Washington
|
$29.6M
|
-$326K
|
5
|
8.18%
|
Reduced
|
|
|
2818
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$29.6M
|
-$3.04M
|
3
|
3.27%
|
Reduced
|
|
|
2819
|
Tiemann Investment Advisors
Menlo Park,
California
|
$29.6M
|
-$1.5M
|
6
|
12.12%
|
Reduced
|
|
|
2820
|
PGIM Custom Harvest
Newark,
New Jersey
|
$29.6M
|
-$401K
|
8
|
0.61%
|
Reduced
|
|
|
2821
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$29.5M
|
-$76K
|
6
|
12.8%
|
Reduced
|
|
|
2822
|
AlpenGlobal Capital
Tahoe City,
California
|
$29.5M
|
+$972K
|
5
|
17.65%
|
Increased
|
|
|
2823
|
Blodgett Wealth Advisors
Concord,
California
|
$29.5M
|
-$1.66M
|
6
|
23.09%
|
Reduced
|
|
|
2824
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$29.4M
|
$0
|
2
|
6.82%
|
Maintained
|
|
|
2825
|
Capricorn Fund Managers
London,
United Kingdom
|
$29.4M
|
+$4.82M
|
3
|
13.9%
|
Increased
|
|
