|
4001
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$12.9M
|
+$479K
|
6
|
1.35%
|
Increased
|
|
|
4002
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$12.9M
|
+$1.55M
|
7
|
9.16%
|
Increased
|
|
|
4003
|
InTrack Investment Management
South Burlington,
Vermont
|
$12.9M
|
+$63.5K
|
5
|
8.65%
|
Increased
|
|
|
4004
|
CCG Wealth Management
San Diego,
California
|
$12.9M
|
+$679K
|
6
|
6.79%
|
Increased
|
|
|
4005
|
Kennon-Green & Company
New Albany,
Ohio
|
$12.9M
|
-$156K
|
4
|
10.29%
|
Reduced
|
|
|
4006
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$12.9M
|
-$435K
|
6
|
5.39%
|
Reduced
|
|
|
4007
|
Portolan Capital Management
Boston,
Massachusetts
|
$12.9M
|
+$5.64M
|
4
|
0.81%
|
Increased
|
|
|
4008
|
Fire Capital Management
San Francisco,
California
|
$12.9M
|
+$216K
|
5
|
8.16%
|
Increased
|
|
|
4009
|
Catalina Capital Group
Torrance,
California
|
$12.8M
|
-$2.37M
|
5
|
8.5%
|
Reduced
|
|
|
4010
|
Rip Road Capital Partners
Boston,
Massachusetts
|
$12.8M
|
+$4.68M
|
2
|
12.99%
|
Increased
|
|
|
4011
|
Endurance Services Ltd
Purchase,
New York
|
$12.8M
|
$0
|
1
|
2.23%
|
Maintained
|
|
|
4012
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$12.8M
|
-$75.5K
|
4
|
5.63%
|
Reduced
|
|
|
4013
|
Strategic Financial Concepts
San Antonio,
Texas
|
$12.8M
|
-$3.17M
|
6
|
1.8%
|
Reduced
|
|
|
4014
|
Old North State Trust
Greensboro,
North Carolina
|
$12.8M
|
+$1.06M
|
6
|
8.73%
|
Increased
|
|
|
4015
|
Tevis Investment Management
Plano,
Texas
|
$12.8M
|
+$2.37M
|
5
|
8.17%
|
Increased
|
|
|
4016
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$12.7M
|
-$144K
|
5
|
9.65%
|
Reduced
|
|
|
4017
|
Owen LaRue
Elizabethtown,
Kentucky
|
$12.7M
|
-$902K
|
3
|
5.4%
|
Reduced
|
|
|
4018
|
Financial Advisors Network
Tustin,
California
|
$12.7M
|
+$855K
|
7
|
1.91%
|
Increased
|
|
|
4019
|
Covey Capital Advisors
Atlanta,
Georgia
|
$12.7M
|
-$1.39M
|
4
|
13.64%
|
Reduced
|
|
|
4020
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$12.7M
|
+$167K
|
7
|
4.71%
|
Increased
|
|
|
4021
|
Integrity Wealth Advisors
Ventura,
California
|
$12.7M
|
-$850K
|
6
|
8.85%
|
Reduced
|
|
|
4022
|
Successful Portfolios
Clearwater,
Florida
|
$12.7M
|
-$6.76K
|
5
|
7.78%
|
Reduced
|
|
|
4023
|
Delta Capital Management
Red Bank,
New Jersey
|
$12.7M
|
$0
|
4
|
7.08%
|
Maintained
|
|
|
4024
|
LJI Wealth Management
Indianapolis,
Indiana
|
$12.7M
|
-$763K
|
7
|
2.2%
|
Reduced
|
|
|
4025
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$12.6M
|
+$213K
|
4
|
8.53%
|
Increased
|
|