|
1876
|
De Burlo Group
Boston,
Massachusetts
|
$19.3M
|
-$2.88M
|
2
|
3.89%
|
Reduced
|
|
|
1877
|
CSat Investment Advisory
Detroit,
Michigan
|
$19.3M
|
-$1.99M
|
12
|
9.74%
|
Reduced
|
|
|
1878
|
Harber Asset Management
Asheville,
North Carolina
|
$19.2M
|
-$10.8M
|
3
|
5.48%
|
Reduced
|
|
|
1879
|
Cadence Capital Management
Boston,
Massachusetts
|
$19.2M
|
+$2.28M
|
10
|
1.73%
|
Increased
|
|
|
1880
|
Bray Capital Advisors
Naples,
Florida
|
$19.2M
|
+$469K
|
8
|
7.95%
|
Increased
|
|
|
1881
|
Private Capital Advisors
Darien,
Connecticut
|
$19.2M
|
+$224K
|
6
|
5.8%
|
Increased
|
|
|
1882
|
Homrich & Berg
Atlanta,
Georgia
|
$19.2M
|
+$476K
|
7
|
1%
|
Increased
|
|
|
1883
|
Capital Impact Advisors
Boston,
Massachusetts
|
$19.2M
|
$0
|
5
|
8.49%
|
Maintained
|
|
|
1884
|
Central Bank & Trust
Lexington,
Kentucky
|
$19.1M
|
-$5.01M
|
6
|
4.29%
|
Reduced
|
|
|
1885
|
Greenline Partners
New York
|
$19.1M
|
+$4.69M
|
4
|
6.26%
|
Increased
|
|
|
1886
|
Summit Trail Advisors
New York
|
$19.1M
|
-$29M
|
6
|
8.26%
|
Reduced
|
|
|
1887
|
|
$19.1M
|
+$1.17M
|
4
|
7.74%
|
Increased
|
|
|
1888
|
Avior Wealth Management
Omaha,
Nebraska
|
$19.1M
|
+$617K
|
13
|
4.04%
|
Increased
|
|
|
1889
|
Selective Wealth Management
Forest,
Virginia
|
$19M
|
+$17.8M
|
2
|
22.99%
|
New
|
|
|
1890
|
Venturi Wealth Management
Austin,
Texas
|
$19M
|
+$91.2K
|
7
|
2.47%
|
Increased
|
|
|
1891
|
WESPAC Advisors SoCal
Pasadena,
California
|
$19M
|
+$692K
|
10
|
10.52%
|
Increased
|
|
|
1892
|
First Nebraska Trust
Lincoln,
Nebraska
|
$19M
|
+$1.05M
|
7
|
3.42%
|
Increased
|
|
|
1893
|
Hennessy Advisors Inc
Novato,
California
|
$19M
|
+$3.42M
|
3
|
0.88%
|
Increased
|
|
|
1894
|
|
$18.9M
|
-$242K
|
4
|
7.37%
|
Reduced
|
|
|
1895
|
Greatmark Investment Partners
Columbus,
Georgia
|
$18.9M
|
-$54.7K
|
6
|
5.96%
|
Reduced
|
|
|
1896
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$18.8M
|
-$1.15M
|
6
|
14.75%
|
Reduced
|
|
|
1897
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$18.8M
|
-$659K
|
14
|
2.04%
|
Reduced
|
|
|
1898
|
Community Financial Services Group
Newport,
Vermont
|
$18.8M
|
+$100K
|
4
|
6.4%
|
Increased
|
|
|
1899
|
Investure LLC
Charlottesville,
Virginia
|
$18.8M
|
+$600K
|
1
|
3.59%
|
Increased
|
|
|
1900
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$18.7M
|
-$389K
|
12
|
8.09%
|
Reduced
|
|