|
1826
|
Lynch & Associates
Newburgh,
Indiana
|
$44.2M
|
-$356K
|
4
|
11.34%
|
Reduced
|
|
|
1827
|
AJ Wealth Strategies
New York
|
$44.2M
|
-$862K
|
10
|
2.64%
|
Reduced
|
|
|
1828
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$44.2M
|
-$555K
|
5
|
4.82%
|
Reduced
|
|
|
1829
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$44.2M
|
-$1.19M
|
6
|
5.95%
|
Reduced
|
|
|
1830
|
South Street Advisors
New York
|
$44.1M
|
+$19.4M
|
4
|
8.19%
|
Increased
|
|
|
1831
|
Ashford Capital Management
Wilmington,
Delaware
|
$44.1M
|
-$1.34M
|
4
|
3.98%
|
Reduced
|
|
|
1832
|
Premier Fund Managers
Guildford,
United Kingdom
|
$44.1M
|
+$6.99M
|
3
|
1.49%
|
Increased
|
|
|
1833
|
Winch Advisory Services
Appleton,
Wisconsin
|
$44M
|
+$289K
|
15
|
15.81%
|
Increased
|
|
|
1834
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$43.9M
|
-$852K
|
10
|
7.86%
|
Reduced
|
|
|
1835
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$43.8M
|
+$801K
|
12
|
5.5%
|
Increased
|
|
|
1836
|
Cypress Capital Group
Palm Beach,
Florida
|
$43.6M
|
-$490K
|
8
|
5.91%
|
Reduced
|
|
|
1837
|
EFG Asset Management (Americas)
Miami,
Florida
|
$43.6M
|
+$650K
|
5
|
8.11%
|
Increased
|
|
|
1838
|
Rice Partnership
Honolulu,
Hawaii
|
$43.6M
|
+$6.42M
|
4
|
13.74%
|
Increased
|
|
|
1839
|
Global Retirement Partners
San Rafael,
California
|
$43.6M
|
+$1.26M
|
23
|
4.47%
|
Increased
|
|
|
1840
|
Brasada Capital Management
Houston,
Texas
|
$43.6M
|
+$640K
|
6
|
8.54%
|
Increased
|
|
|
1841
|
Avalon Global Asset Management
San Francisco,
California
|
$43.6M
|
$0
|
4
|
7.27%
|
Maintained
|
|
|
1842
|
Central Bank & Trust
Lexington,
Kentucky
|
$43.5M
|
+$178K
|
7
|
7.03%
|
Increased
|
|
|
1843
|
Comerica Securities
Detroit,
Michigan
|
$43.4M
|
-$2.67M
|
12
|
3.27%
|
Reduced
|
|
|
1844
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$43.4M
|
+$755K
|
10
|
5.25%
|
Increased
|
|
|
1845
|
Alley Company
Lake Forest,
Illinois
|
$43.4M
|
+$1.07M
|
4
|
7.89%
|
Increased
|
|
|
1846
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$43.4M
|
-$74.3K
|
5
|
19.96%
|
Reduced
|
|
|
1847
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$43.2M
|
+$8.93M
|
6
|
7.64%
|
Increased
|
|
|
1848
|
Wealthspire Advisors (New York)
New York
|
$43.2M
|
-$86M
|
8
|
1.14%
|
Reduced
|
|
|
1849
|
Edge Capital Group
Atlanta,
Georgia
|
$43M
|
-$2.29M
|
8
|
3.43%
|
Reduced
|
|
|
1850
|
Parkwood LLC
Cleveland,
Ohio
|
$42.9M
|
-$3.61M
|
7
|
4.97%
|
Reduced
|
|
