|
1701
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$8M
|
-$1.56M
|
2
|
9.25%
|
Reduced
|
|
|
1702
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$8M
|
+$598K
|
7
|
3.81%
|
Increased
|
|
|
1703
|
Spero-Smith Investment Advisers
Cleveland,
Ohio
|
$7.99M
|
-$75.8K
|
3
|
9.28%
|
Reduced
|
|
|
1704
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$7.98M
|
+$50.7K
|
5
|
5.88%
|
Increased
|
|
|
1705
|
GFS Advisors
Houston,
Texas
|
$7.97M
|
+$489K
|
3
|
3.32%
|
Increased
|
|
|
1706
|
Valicenti Advisory Services
Elmira,
New York
|
$7.96M
|
-$32.3K
|
3
|
4.87%
|
Reduced
|
|
|
1707
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.93M
|
+$1.8M
|
5
|
1.11%
|
Increased
|
|
|
1708
|
Elite Wealth Management
Kirkland,
Washington
|
$7.92M
|
-$1.2M
|
8
|
7.14%
|
Reduced
|
|
|
1709
|
Chesapeake Asset Management
New York
|
$7.92M
|
-$3.3M
|
3
|
4.83%
|
Reduced
|
|
|
1710
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$7.91M
|
-$23.4K
|
4
|
2.8%
|
Reduced
|
|
|
1711
|
CPWM LLC
Seattle,
Washington
|
$7.9M
|
+$835K
|
6
|
2.89%
|
Increased
|
|
|
1712
|
|
$7.9M
|
+$75.9K
|
4
|
5.56%
|
Increased
|
|
|
1713
|
Roundview Capital
Princeton,
New Jersey
|
$7.88M
|
-$5.43M
|
5
|
3.54%
|
Reduced
|
|
|
1714
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$7.86M
|
-$127K
|
2
|
5.98%
|
Reduced
|
|
|
1715
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$7.85M
|
+$3.47M
|
4
|
0.74%
|
Increased
|
|
|
1716
|
HighTower Trust
Houston,
Texas
|
$7.84M
|
-$1.17M
|
3
|
1.17%
|
Reduced
|
|
|
1717
|
Tran Capital Management
San Rafael,
California
|
$7.83M
|
-$644K
|
2
|
0.15%
|
Reduced
|
|
|
1718
|
Tikvah Management
Charlotte,
North Carolina
|
$7.82M
|
$0
|
1
|
5.51%
|
Maintained
|
|
|
1719
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$7.82M
|
-$314K
|
3
|
3.12%
|
Reduced
|
|
|
1720
|
Needham Investment Management
New York
|
$7.77M
|
-$150K
|
1
|
1.72%
|
Reduced
|
|
|
1721
|
Riverpark Capital Management
New York
|
$7.75M
|
+$516K
|
1
|
5.23%
|
Increased
|
|
|
1722
|
United Asset Strategies
Garden City,
New York
|
$7.71M
|
+$4.71M
|
4
|
3.46%
|
Increased
|
|
|
1723
|
Lucas Capital Management
Red Bank,
New Jersey
|
$7.7M
|
+$557K
|
5
|
2.36%
|
Increased
|
|
|
1724
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$7.69M
|
+$2.42M
|
8
|
2.07%
|
Increased
|
|
|
1725
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$7.66M
|
-$114K
|
4
|
2.55%
|
Reduced
|
|