|
1926
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.47M
|
+$14.6K
|
2
|
0.25%
|
Increased
|
|
|
1927
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$4.47M
|
-$717K
|
2
|
0.05%
|
Reduced
|
|
|
1928
|
Parkshore Wealth Management
Granite Bay,
California
|
$4.47M
|
+$823K
|
1
|
1.28%
|
Increased
|
|
|
1929
|
Aquamarine Financial
George Town,
|
$4.44M
|
+$446K
|
1
|
0.25%
|
Increased
|
|
|
1930
|
Cromwell Holdings
Jackson,
Wyoming
|
$4.43M
|
+$666K
|
6
|
1.99%
|
Increased
|
|
|
1931
|
Odyssean LLC
Darien,
Connecticut
|
$4.43M
|
+$1.76M
|
2
|
0.72%
|
Increased
|
|
|
1932
|
Neo Ivy Capital Management
New York
|
$4.41M
|
+$3.81M
|
2
|
1.02%
|
Increased
|
|
|
1933
|
|
$4.4M
|
-$1.09M
|
1
|
0.25%
|
Reduced
|
|
|
1934
|
James J. Burns & Company
Melville,
New York
|
$4.4M
|
+$59.7K
|
1
|
0.48%
|
Increased
|
|
|
1935
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$4.39M
|
+$247K
|
2
|
0.83%
|
Increased
|
|
|
1936
|
Privium Fund Management (UK)
London,
United Kingdom
|
$4.38M
|
$0
|
1
|
1.82%
|
Maintained
|
|
|
1937
|
TRB Wealth Management
Houston,
Texas
|
$4.37M
|
-$955K
|
2
|
0.58%
|
Reduced
|
|
|
1938
|
Cox Capital Management
Andover,
Massachusetts
|
$4.37M
|
-$2.86K
|
1
|
2.43%
|
Reduced
|
|
|
1939
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$4.37M
|
-$132K
|
2
|
0.26%
|
Reduced
|
|
|
1940
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$4.36M
|
+$636K
|
5
|
0.2%
|
Increased
|
|
|
1941
|
Diversified Enterprises
Wilmington,
Delaware
|
$4.35M
|
-$576K
|
2
|
0.21%
|
Reduced
|
|
|
1942
|
Iconiq Capital
San Francisco,
California
|
$4.35M
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1943
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$4.34M
|
-$209K
|
2
|
0.12%
|
Reduced
|
|
|
1944
|
True North Advisors
Dallas,
Texas
|
$4.34M
|
+$2.17M
|
4
|
0.41%
|
Increased
|
|
|
1945
|
COFG Advisors
Oak Brook,
Illinois
|
$4.33M
|
+$274K
|
2
|
0.75%
|
Increased
|
|
|
1946
|
M3 Wealth Management
Cincinnati,
Ohio
|
$4.33M
|
+$45.3K
|
1
|
2.81%
|
Increased
|
|
|
1947
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$4.33M
|
-$7.89K
|
2
|
0.36%
|
Reduced
|
|
|
1948
|
Engine Capital Management
New York
|
$4.33M
|
+$4.4M
|
1
|
0.42%
|
New
|
|
|
1949
|
Capstone Capital Management
Hong Kong,
|
$4.32M
|
-$2.11M
|
1
|
1.93%
|
Reduced
|
|
|
1950
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$4.31M
|
+$1.41K
|
5
|
0.8%
|
Increased
|
|