|
1701
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$50.7M
|
-$210K
|
8
|
6.07%
|
Reduced
|
|
|
1702
|
PFG Advisors
Phoenix,
Arizona
|
$50.6M
|
+$544K
|
8
|
5.78%
|
Increased
|
|
|
1703
|
Grand Jean Capital Management
San Francisco,
California
|
$50.5M
|
-$9.25M
|
5
|
12.52%
|
Reduced
|
|
|
1704
|
Covenant Asset Management
Chester,
New Jersey
|
$50.3M
|
+$7.06M
|
5
|
14.98%
|
Increased
|
|
|
1705
|
Sycomore Asset Management
Paris,
France
|
$50.1M
|
+$1.11M
|
5
|
6.95%
|
Increased
|
|
|
1706
|
Guardian Point Capital
Charlottesville,
Virginia
|
$50.1M
|
$0
|
1
|
11.37%
|
Maintained
|
|
|
1707
|
FourThought Financial
Venice,
Florida
|
$50M
|
+$3.56M
|
19
|
6.69%
|
Increased
|
|
|
1708
|
Security National Trust
Wheeling,
West Virginia
|
$50M
|
-$1.11M
|
10
|
11.11%
|
Reduced
|
|
|
1709
|
Ballentine Partners
Waltham,
Massachusetts
|
$50M
|
+$322K
|
10
|
1.73%
|
Increased
|
|
|
1710
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$50M
|
+$1.31M
|
8
|
6.47%
|
Increased
|
|
|
1711
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$49.9M
|
+$29.4K
|
8
|
6.95%
|
Increased
|
|
|
1712
|
Valicenti Advisory Services
Elmira,
New York
|
$49.9M
|
-$2.91M
|
5
|
13.8%
|
Reduced
|
|
|
1713
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$49.9M
|
+$3.07M
|
10
|
9.09%
|
Increased
|
|
|
1714
|
Perpetual Investment Management
Sydney,
Australia
|
$49.8M
|
+$2.01M
|
7
|
7.06%
|
Increased
|
|
|
1715
|
Vista Equity Partners Management
San Francisco,
California
|
$49.8M
|
-$8.8M
|
3
|
0.54%
|
Reduced
|
|
|
1716
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$49.7M
|
+$1.08M
|
14
|
4.05%
|
Increased
|
|
|
1717
|
Auxier Asset Management
Aurora,
Oregon
|
$49.7M
|
+$1.34M
|
7
|
8.24%
|
Increased
|
|
|
1718
|
CRA Financial Services
Northfield,
New Jersey
|
$49.7M
|
+$280K
|
7
|
17.28%
|
Increased
|
|
|
1719
|
Xcel Wealth Management
Holly Hill,
Florida
|
$49.7M
|
-$313K
|
10
|
14.99%
|
Reduced
|
|
|
1720
|
Artemis Wealth Advisors
New York
|
$49.7M
|
+$2.12M
|
4
|
7.08%
|
Increased
|
|
|
1721
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$49.6M
|
-$3.53M
|
5
|
7.21%
|
Reduced
|
|
|
1722
|
Stelac Advisory Services
New York
|
$49.6M
|
+$41.5M
|
7
|
11.31%
|
Increased
|
|
|
1723
|
One01 Capital
Burlingame,
California
|
$49.6M
|
-$895K
|
2
|
16.67%
|
Reduced
|
|
|
1724
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$49.5M
|
-$743K
|
6
|
16.06%
|
Reduced
|
|
|
1725
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$49.5M
|
+$88.5K
|
5
|
12.67%
|
Increased
|
|
