|
1876
|
Centaurus Financial
Anaheim,
California
|
$52.6M
|
+$6.28M
|
12
|
3.68%
|
Increased
|
|
|
1877
|
American National Bank & Trust (Virginia)
Danville,
Virginia
|
$52.6M
|
+$50M
|
4
|
12.42%
|
New
|
|
|
1878
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$52.5M
|
+$930K
|
7
|
2.29%
|
Increased
|
|
|
1879
|
Naples Global Advisors
Naples,
Florida
|
$52.5M
|
-$356K
|
7
|
5.37%
|
Reduced
|
|
|
1880
|
King Wealth Management Group
Naples,
Florida
|
$52.5M
|
+$1.16M
|
7
|
9.2%
|
Increased
|
|
|
1881
|
GDS Wealth Management
Flower Mound,
Texas
|
$52.4M
|
+$2.49M
|
6
|
6.14%
|
Increased
|
|
|
1882
|
New Hampshire Trust
Concord,
New Hampshire
|
$52.4M
|
-$2.74M
|
5
|
12.24%
|
Reduced
|
|
|
1883
|
Institute for Wealth Management
Denver,
Colorado
|
$52.2M
|
+$109K
|
9
|
6.73%
|
Increased
|
|
|
1884
|
First National Advisers
Omaha,
Nebraska
|
$52.2M
|
+$9.11M
|
5
|
11.68%
|
Increased
|
|
|
1885
|
Stokes Family Office
New Orleans,
Louisiana
|
$52.2M
|
+$1.43M
|
6
|
6.52%
|
Increased
|
|
|
1886
|
GAMMA Investing
Foster City,
California
|
$52.2M
|
+$8.69M
|
27
|
10.62%
|
Increased
|
|
|
1887
|
Greatmark Investment Partners
Columbus,
Georgia
|
$52.1M
|
-$1.06M
|
6
|
7.41%
|
Reduced
|
|
|
1888
|
Blue Trust Inc
Alpharetta,
Georgia
|
$52M
|
+$1.35M
|
23
|
0.73%
|
Increased
|
|
|
1889
|
Wright Investors Service
Shelton,
Connecticut
|
$52M
|
-$3.74M
|
6
|
13.19%
|
Reduced
|
|
|
1890
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$52M
|
-$1.99M
|
6
|
10.74%
|
Reduced
|
|
|
1891
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$51.9M
|
$0
|
2
|
10.76%
|
Maintained
|
|
|
1892
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$51.9M
|
-$995K
|
9
|
7.4%
|
Reduced
|
|
|
1893
|
Concord Investment Counsel
Irvine,
California
|
$51.9M
|
+$49M
|
5
|
18.74%
|
New
|
|
|
1894
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$51.9M
|
-$69.2K
|
5
|
14.94%
|
Reduced
|
|
|
1895
|
Long Focus Capital Management
San Juan,
Puerto Rico
|
$51.8M
|
+$6.01M
|
2
|
2.65%
|
Increased
|
|
|
1896
|
Aspiriant LLC
Los Angeles,
California
|
$51.7M
|
-$105K
|
9
|
2.14%
|
Reduced
|
|
|
1897
|
Financial Engines Advisors
Santa Clara,
California
|
$51.6M
|
+$784K
|
6
|
0.12%
|
Increased
|
|
|
1898
|
|
$51.6M
|
-$213K
|
6
|
14.09%
|
Reduced
|
|
|
1899
|
Blue Grotto Capital
Atlanta,
Georgia
|
$51.5M
|
-$1.88M
|
2
|
10.46%
|
Reduced
|
|
|
1900
|
XML Financial
Bethesda,
Maryland
|
$51.5M
|
-$4.45M
|
6
|
5.27%
|
Reduced
|
|