|
1851
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$53.9M
|
+$1.26M
|
6
|
4.54%
|
Increased
|
|
|
1852
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$53.7M
|
-$236K
|
5
|
9.29%
|
Reduced
|
|
|
1853
|
Whalerock Point Partners
Providence,
Rhode Island
|
$53.6M
|
+$128K
|
6
|
14.62%
|
Increased
|
|
|
1854
|
Cooper Financial Group
Irvine,
California
|
$53.6M
|
+$3.86M
|
7
|
8.81%
|
Increased
|
|
|
1855
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$53.5M
|
+$13.4M
|
6
|
4.92%
|
Increased
|
|
|
1856
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$53.4M
|
-$1.9M
|
6
|
3.61%
|
Reduced
|
|
|
1857
|
Alua Capital Management
New York
|
$53.4M
|
-$21.6M
|
1
|
2.19%
|
Reduced
|
|
|
1858
|
Capital Planning Advisors
Roseville,
California
|
$53.4M
|
+$379K
|
6
|
9.37%
|
Increased
|
|
|
1859
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$53.1M
|
-$17.1M
|
6
|
13.29%
|
Reduced
|
|
|
1860
|
Broadleaf Partners
Hudson,
Ohio
|
$53.1M
|
-$177K
|
5
|
13.62%
|
Reduced
|
|
|
1861
|
|
$53.1M
|
$0
|
2
|
39.88%
|
Maintained
|
|
|
1862
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$53M
|
-$2.39M
|
6
|
5.11%
|
Reduced
|
|
|
1863
|
First Interstate Bank
Billings,
Montana
|
$52.9M
|
-$2.34M
|
6
|
3.67%
|
Reduced
|
|
|
1864
|
Red Door Wealth Management
Memphis,
Tennessee
|
$52.9M
|
+$2.02M
|
7
|
10.2%
|
Increased
|
|
|
1865
|
Bourgeon Capital Management
Darien,
Connecticut
|
$52.9M
|
+$73.3K
|
4
|
10.35%
|
Increased
|
|
|
1866
|
Great Lakes Retirement
Sandusky,
Ohio
|
$52.9M
|
+$1.3M
|
4
|
7.82%
|
Increased
|
|
|
1867
|
Azzad Asset Management
Falls Church,
Virginia
|
$52.8M
|
+$2.47M
|
7
|
6.16%
|
Increased
|
|
|
1868
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$52.8M
|
+$43.2M
|
4
|
11.24%
|
Increased
|
|
|
1869
|
Sargent Investment Group
Bethesda,
Maryland
|
$52.8M
|
+$1.6M
|
7
|
11.58%
|
Increased
|
|
|
1870
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$52.8M
|
-$34K
|
7
|
12.36%
|
Reduced
|
|
|
1871
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$52.8M
|
+$13.4M
|
3
|
5.11%
|
Increased
|
|
|
1872
|
Chicago Trust
Grayslake,
Illinois
|
$52.7M
|
+$1.84M
|
9
|
10.91%
|
Increased
|
|
|
1873
|
Physicians Financial Services
Raleigh,
North Carolina
|
$52.7M
|
-$37.4K
|
6
|
18.57%
|
Reduced
|
|
|
1874
|
Condor Capital Management
Martinsville,
New Jersey
|
$52.7M
|
-$603K
|
4
|
5.16%
|
Reduced
|
|
|
1875
|
LTS One Management
New York
|
$52.6M
|
+$4.17M
|
2
|
12.08%
|
Increased
|
|