|
1601
|
Scholtz & Company
Stamford,
Connecticut
|
$23.6M
|
+$169K
|
3
|
20.49%
|
Increased
|
|
|
1602
|
Act Two Investors
Santa Cruz,
California
|
$23.6M
|
+$24.7M
|
5
|
16.55%
|
New
|
|
|
1603
|
Saybrook Capital
Winston Salem,
North Carolina
|
$23.5M
|
+$1.33M
|
2
|
11.24%
|
Increased
|
|
|
1604
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$23.5M
|
-$916K
|
16
|
5.71%
|
Reduced
|
|
|
1605
|
Spinnaker Trust
Portland,
Maine
|
$23.5M
|
+$1M
|
7
|
2.67%
|
Increased
|
|
|
1606
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$23.4M
|
-$5.36K
|
3
|
11.03%
|
Reduced
|
|
|
1607
|
Cohen Capital Management
Corte Madera,
California
|
$23.4M
|
-$1.53M
|
5
|
6.48%
|
Reduced
|
|
|
1608
|
American Assets Investment Management
San Diego,
California
|
$23.4M
|
+$3.37M
|
7
|
4.21%
|
Increased
|
|
|
1609
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$23.4M
|
+$1.73M
|
8
|
1.07%
|
Increased
|
|
|
1610
|
Accident Compensation Corp
Wellington,
New Zealand
|
$23.3M
|
+$4.43M
|
8
|
7.27%
|
Increased
|
|
|
1611
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$23.3M
|
-$589K
|
11
|
2.4%
|
Reduced
|
|
|
1612
|
Community Bank
Dewitt,
New York
|
$23.3M
|
+$302K
|
9
|
5.17%
|
Increased
|
|
|
1613
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$23.2M
|
-$254K
|
5
|
7.55%
|
Reduced
|
|
|
1614
|
United Asset Strategies
Garden City,
New York
|
$23.2M
|
+$1.69M
|
7
|
6.34%
|
Increased
|
|
|
1615
|
Citizens Business Bank
Ontario,
California
|
$23.2M
|
-$950K
|
6
|
4.47%
|
Reduced
|
|
|
1616
|
Peconic Partners
New York
|
$23.2M
|
-$7.34M
|
3
|
5.68%
|
Reduced
|
|
|
1617
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$23.2M
|
-$3.12M
|
5
|
7%
|
Reduced
|
|
|
1618
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$23.2M
|
-$675K
|
6
|
18.02%
|
Reduced
|
|
|
1619
|
Guinness Asset Management
London,
United Kingdom
|
$23.1M
|
+$2.78M
|
2
|
4.72%
|
Increased
|
|
|
1620
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$23.1M
|
+$391K
|
5
|
11.8%
|
Increased
|
|
|
1621
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$23M
|
-$1.06M
|
7
|
6.78%
|
Reduced
|
|
|
1622
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$23M
|
+$1.91M
|
6
|
9.97%
|
Increased
|
|
|
1623
|
Institutional Venture Management XV
Menlo Park,
California
|
$23M
|
$0
|
1
|
50.47%
|
Maintained
|
|
|
1624
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$22.9M
|
+$1.21M
|
7
|
2.62%
|
Increased
|
|
|
1625
|
|
$22.9M
|
-$7.32M
|
7
|
2.54%
|
Reduced
|
|