|
1801
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$36.2M
|
+$3.86M
|
7
|
3.25%
|
Increased
|
|
|
1802
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$36.2M
|
+$1.02M
|
9
|
5.1%
|
Increased
|
|
|
1803
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$36.2M
|
-$920K
|
6
|
4.88%
|
Reduced
|
|
|
1804
|
Jackson Square Capital
San Francisco,
California
|
$36.2M
|
+$3.73M
|
7
|
15.28%
|
Increased
|
|
|
1805
|
John G. Ullman & Associates
Corning,
New York
|
$36.1M
|
+$4.61M
|
7
|
5.79%
|
Increased
|
|
|
1806
|
Harbour Investments
Madison,
Wisconsin
|
$36.1M
|
+$39.8M
|
27
|
2.44%
|
New
|
|
|
1807
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$36.1M
|
+$344K
|
4
|
6.8%
|
Increased
|
|
|
1808
|
BlueDrive Global Investors
London,
United Kingdom
|
$36M
|
-$1.67M
|
2
|
25.48%
|
Reduced
|
|
|
1809
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$36M
|
+$784K
|
20
|
3.11%
|
Increased
|
|
|
1810
|
Quantum Private Wealth
Tampa,
Florida
|
$36M
|
-$3.57M
|
8
|
21.18%
|
Reduced
|
|
|
1811
|
WealthSource Partners
San Luis Obispo,
California
|
$35.9M
|
-$26.6M
|
8
|
2.63%
|
Reduced
|
|
|
1812
|
Xcel Wealth Management
Holly Hill,
Florida
|
$35.9M
|
+$3.19M
|
8
|
13.09%
|
Increased
|
|
|
1813
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$35.9M
|
-$209K
|
3
|
10.38%
|
Reduced
|
|
|
1814
|
JLB & Associates
Plymouth,
Michigan
|
$35.8M
|
-$628K
|
2
|
6.09%
|
Reduced
|
|
|
1815
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$35.7M
|
+$241K
|
19
|
3.32%
|
Increased
|
|
|
1816
|
Family Management
New York
|
$35.7M
|
-$5.43M
|
6
|
9.62%
|
Reduced
|
|
|
1817
|
Perennial Advisors
New York
|
$35.6M
|
-$656K
|
4
|
11.07%
|
Reduced
|
|
|
1818
|
Central Bank & Trust
Lexington,
Kentucky
|
$35.6M
|
-$539K
|
8
|
7.26%
|
Reduced
|
|
|
1819
|
Resonate Capital
San Francisco,
California
|
$35.5M
|
+$2.64M
|
5
|
39.37%
|
Increased
|
|
|
1820
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$35.5M
|
+$3.44M
|
4
|
9.93%
|
Increased
|
|
|
1821
|
Maplelane Capital
New York
|
$35.5M
|
-$80.2M
|
2
|
3.13%
|
Reduced
|
|
|
1822
|
Keenan Capital
Burlingame,
California
|
$35.5M
|
$0
|
2
|
6.75%
|
Maintained
|
|
|
1823
|
United Bank (Virginia)
Vienna,
Virginia
|
$35.4M
|
-$424K
|
6
|
5.31%
|
Reduced
|
|
|
1824
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$35.4M
|
-$130K
|
6
|
4.32%
|
Reduced
|
|
|
1825
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$35.4M
|
-$54.3M
|
2
|
0.78%
|
Reduced
|
|
