|
2401
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$8.9M
|
+$1.07M
|
3
|
10.29%
|
Increased
|
|
|
2402
|
Cambria Investment Management
Manhattan Beach,
California
|
$8.9M
|
-$408K
|
4
|
1.51%
|
Reduced
|
|
|
2403
|
DeDora Capital
Napa,
California
|
$8.9M
|
-$803K
|
6
|
7.88%
|
Reduced
|
|
|
2404
|
Karpus Investment Management
Pittsford,
New York
|
$8.9M
|
-$27.7M
|
2
|
0.37%
|
Reduced
|
|
|
2405
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$8.9M
|
+$9.01M
|
6
|
7.56%
|
New
|
|
|
2406
|
Lau Associates
Greenville,
Delaware
|
$8.87M
|
+$68.2K
|
6
|
4.92%
|
Increased
|
|
|
2407
|
Alight Capital Management
New York
|
$8.86M
|
+$8.96M
|
3
|
9.08%
|
New
|
|
|
2408
|
Brandywine Trust
Hockessin,
Delaware
|
$8.86M
|
$0
|
2
|
8.59%
|
Maintained
|
|
|
2409
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$8.86M
|
+$859K
|
6
|
3.73%
|
Increased
|
|
|
2410
|
Garelick Capital Partners
Boston,
Massachusetts
|
$8.84M
|
-$29.9M
|
1
|
2.46%
|
Reduced
|
|
|
2411
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$8.84M
|
-$150K
|
5
|
0.26%
|
Reduced
|
|
|
2412
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$8.83M
|
+$275K
|
4
|
4.48%
|
Increased
|
|
|
2413
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$8.82M
|
+$178K
|
6
|
4.93%
|
Increased
|
|
|
2414
|
Capital Insight Partners
Scottsdale,
Arizona
|
$8.8M
|
+$128K
|
5
|
9.09%
|
Increased
|
|
|
2415
|
Wills Financial Group
Richmond,
Virginia
|
$8.79M
|
+$419K
|
4
|
6.76%
|
Increased
|
|
|
2416
|
Saban Capital Group
Los Angeles,
California
|
$8.78M
|
+$9.5M
|
3
|
18.46%
|
New
|
|
|
2417
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$8.77M
|
-$136K
|
6
|
2.9%
|
Reduced
|
|
|
2418
|
Isthmus Partners
Madison,
Wisconsin
|
$8.71M
|
-$1.48M
|
1
|
2.62%
|
Reduced
|
|
|
2419
|
Segment Wealth Management
Houston,
Texas
|
$8.7M
|
-$366K
|
5
|
2.2%
|
Reduced
|
|
|
2420
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$8.69M
|
$0
|
1
|
0.4%
|
Maintained
|
|
|
2421
|
Spyglass Capital Management
San Francisco,
California
|
$8.65M
|
+$8.34M
|
2
|
6.48%
|
New
|
|
|
2422
|
Abbot Financial Management
Andover,
Massachusetts
|
$8.64M
|
-$293K
|
5
|
7.61%
|
Reduced
|
|
|
2423
|
Red Cedar Management
Park City,
Utah
|
$8.63M
|
$0
|
1
|
11.45%
|
Maintained
|
|
|
2424
|
Hutchinson Capital Management
San Rafael,
California
|
$8.62M
|
-$10.7K
|
2
|
2.88%
|
Reduced
|
|
|
2425
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$8.58M
|
+$9.07M
|
2
|
9.65%
|
New
|
|