|
1326
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$56.4M
|
+$58.9M
|
7
|
6.63%
|
New
|
|
|
1327
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$56.3M
|
+$1.82M
|
9
|
3.85%
|
Increased
|
|
|
1328
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$56.3M
|
$0
|
6
|
3.5%
|
Maintained
|
|
|
1329
|
American National Bank & Trust
Wichita Falls,
Texas
|
$56.2M
|
+$9.7M
|
10
|
11.52%
|
Increased
|
|
|
1330
|
Global Endowment Management
Charlotte,
North Carolina
|
$56.1M
|
-$62.5M
|
3
|
6.21%
|
Reduced
|
|
|
1331
|
Private Advisory Group
Redmond,
Washington
|
$56M
|
+$5.67M
|
6
|
12.24%
|
Increased
|
|
|
1332
|
ESA Global Value Fund
Grand Cayman,
Cayman Islands
|
$55.5M
|
-$25.4M
|
3
|
93.46%
|
Reduced
|
|
|
1333
|
Ballentine Partners
Waltham,
Massachusetts
|
$55.5M
|
+$3.63M
|
10
|
1.65%
|
Increased
|
|
|
1334
|
Harspring Capital Management
New York
|
$55.5M
|
-$11M
|
2
|
14.32%
|
Reduced
|
|
|
1335
|
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
$55.5M
|
$0
|
2
|
1.38%
|
Maintained
|
|
|
1336
|
1ST Source Bank
South Bend,
Indiana
|
$55.5M
|
-$413K
|
6
|
3.64%
|
Reduced
|
|
|
1337
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
$55.4M
|
+$21M
|
1
|
0.54%
|
Increased
|
|
|
1338
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$55.4M
|
-$2.48M
|
7
|
5.92%
|
Reduced
|
|
|
1339
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$55.1M
|
-$1.45M
|
5
|
2.65%
|
Reduced
|
|
|
1340
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$54.9M
|
+$57.3M
|
7
|
9.72%
|
New
|
|
|
1341
|
EULAV Asset Management
Sarasota,
Florida
|
$54.8M
|
-$137K
|
5
|
2.35%
|
Reduced
|
|
|
1342
|
Essex Financial Services
Essex,
Connecticut
|
$54.8M
|
-$2.66M
|
7
|
5.81%
|
Reduced
|
|
|
1343
|
Country Club Bank
Kansas City,
Missouri
|
$54.8M
|
+$394K
|
6
|
4.77%
|
Increased
|
|
|
1344
|
|
$54.6M
|
+$23M
|
14
|
1%
|
Increased
|
|
|
1345
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$54.5M
|
+$1.55M
|
6
|
6.18%
|
Increased
|
|
|
1346
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$54.4M
|
+$636K
|
4
|
1.79%
|
Increased
|
|
|
1347
|
TruWealth Advisors
Metairie,
Louisiana
|
$54.4M
|
+$1.68M
|
4
|
5.31%
|
Increased
|
|
|
1348
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$54.4M
|
-$7.5M
|
6
|
1.46%
|
Reduced
|
|
|
1349
|
Evanson Asset Management
Carmel,
California
|
$54.4M
|
+$147K
|
9
|
5.85%
|
Increased
|
|
|
1350
|
Washington Trust Bank
Spokane,
Washington
|
$54.2M
|
+$2.18M
|
6
|
6.15%
|
Increased
|
|