|
1876
|
Cubic Asset Management
Boston,
Massachusetts
|
$40.9M
|
-$179K
|
6
|
10.13%
|
Reduced
|
|
|
1877
|
Constitution Capital
Shelton,
Connecticut
|
$40.9M
|
-$7.85M
|
4
|
24.55%
|
Reduced
|
|
|
1878
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$40.9M
|
-$3.48M
|
11
|
9.03%
|
Reduced
|
|
|
1879
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$40.8M
|
-$56.6K
|
4
|
10.18%
|
Reduced
|
|
|
1880
|
WESPAC Advisors SoCal
Pasadena,
California
|
$40.8M
|
+$446K
|
3
|
13.32%
|
Increased
|
|
|
1881
|
M. Kraus & Co
Shelburne,
Vermont
|
$40.6M
|
+$1.05M
|
4
|
14.47%
|
Increased
|
|
|
1882
|
Oxler Private Wealth
Rye Brook,
New York
|
$40.6M
|
-$1.9M
|
7
|
17.9%
|
Reduced
|
|
|
1883
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$40.6M
|
+$1.71M
|
3
|
22.19%
|
Increased
|
|
|
1884
|
Bruderman Asset Management
Locust Valley,
New York
|
$40.5M
|
+$994K
|
5
|
10.18%
|
Increased
|
|
|
1885
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$40.3M
|
-$88.1K
|
8
|
0.75%
|
Reduced
|
|
|
1886
|
Institute for Wealth Management
Denver,
Colorado
|
$40.3M
|
+$156K
|
8
|
7.07%
|
Increased
|
|
|
1887
|
Farmers Trust Company
Youngstown,
Ohio
|
$40.3M
|
-$1.46M
|
6
|
8.96%
|
Reduced
|
|
|
1888
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$40.2M
|
+$31M
|
10
|
2.74%
|
Increased
|
|
|
1889
|
Sturgeon Ventures
London,
United Kingdom
|
$40.2M
|
+$3.97M
|
4
|
19.39%
|
Increased
|
|
|
1890
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$40.1M
|
-$6.08M
|
25
|
5.79%
|
Reduced
|
|
|
1891
|
Anomaly Capital Management
New York
|
$40M
|
-$9.03M
|
1
|
2.57%
|
Reduced
|
|
|
1892
|
Eudaimonia Partners
Winchester,
Tennessee
|
$39.9M
|
+$1.01M
|
8
|
7.2%
|
Increased
|
|
|
1893
|
Laidlaw Wealth Management
New York City,
New York
|
$39.9M
|
+$859K
|
7
|
10.23%
|
Increased
|
|
|
1894
|
Managed Asset Portfolios
Rochester,
Michigan
|
$39.8M
|
-$919K
|
1
|
6.06%
|
Reduced
|
|
|
1895
|
Capital Planning Advisors
Roseville,
California
|
$39.8M
|
+$230K
|
6
|
8.26%
|
Increased
|
|
|
1896
|
12 West Capital Management
New York
|
$39.8M
|
$0
|
1
|
1.81%
|
Maintained
|
|
|
1897
|
Peninsula Wealth
San Francisco,
California
|
$39.8M
|
+$1.85M
|
2
|
12.63%
|
Increased
|
|
|
1898
|
|
$39.7M
|
+$317K
|
6
|
10.33%
|
Increased
|
|
|
1899
|
Condor Capital Management
Martinsville,
New Jersey
|
$39.7M
|
-$38.7K
|
6
|
4.22%
|
Reduced
|
|
|
1900
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$39.6M
|
-$4.94M
|
4
|
2.67%
|
Reduced
|
|