|
1901
|
McCollum Christoferson Group
Amherst,
New York
|
$28.6M
|
+$269K
|
4
|
8.2%
|
Increased
|
|
|
1902
|
Stokes Family Office
New Orleans,
Louisiana
|
$28.6M
|
+$1.41M
|
7
|
6.47%
|
Increased
|
|
|
1903
|
Congress Park Capital
Saratoga Springs,
New York
|
$28.5M
|
-$831K
|
6
|
17.67%
|
Reduced
|
|
|
1904
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$28.5M
|
-$503K
|
12
|
5.37%
|
Reduced
|
|
|
1905
|
Altavista Wealth Management
Asheville,
North Carolina
|
$28.5M
|
-$1.71M
|
6
|
7.84%
|
Reduced
|
|
|
1906
|
DC Investments Management
Mclean,
Virginia
|
$28.5M
|
-$47.9M
|
3
|
31.11%
|
Reduced
|
|
|
1907
|
GFS Advisors
Houston,
Texas
|
$28.4M
|
+$1.13M
|
6
|
8.63%
|
Increased
|
|
|
1908
|
First Nebraska Trust
Lincoln,
Nebraska
|
$28.3M
|
-$115K
|
7
|
4.85%
|
Reduced
|
|
|
1909
|
GFG Capital
Miami,
Florida
|
$28.3M
|
-$914K
|
5
|
10.99%
|
Reduced
|
|
|
1910
|
FountainCap Research & Investment
Hong Kong,
China
|
$28.3M
|
-$28.1M
|
1
|
14.8%
|
Reduced
|
|
|
1911
|
RMR Wealth Builders
Montclair,
New Jersey
|
$28.2M
|
+$11.7M
|
8
|
7.33%
|
Increased
|
|
|
1912
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$28.2M
|
+$3.99M
|
6
|
15.55%
|
Increased
|
|
|
1913
|
Cota Capital Management
San Francisco,
California
|
$28.2M
|
+$13M
|
1
|
8.24%
|
Increased
|
|
|
1914
|
Greenlea Lane Capital Management
Weston,
Connecticut
|
$28.1M
|
-$3.95M
|
1
|
10.83%
|
Reduced
|
|
|
1915
|
NVWM LLC
Yardley,
Pennsylvania
|
$28.1M
|
+$865K
|
8
|
13.21%
|
Increased
|
|
|
1916
|
Arjuna Capital
Durham,
North Carolina
|
$28.1M
|
+$1.9M
|
6
|
17.43%
|
Increased
|
|
|
1917
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$28.1M
|
-$35.4K
|
3
|
20.87%
|
Reduced
|
|
|
1918
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$28.1M
|
-$3.51M
|
5
|
9.65%
|
Reduced
|
|
|
1919
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$28M
|
-$3.72M
|
10
|
3.62%
|
Reduced
|
|
|
1920
|
Legacy Private Trust
Neenah,
Wisconsin
|
$28M
|
-$164K
|
5
|
2.89%
|
Reduced
|
|
|
1921
|
Perennial Advisors
New York
|
$28M
|
+$29K
|
4
|
11.44%
|
Increased
|
|
|
1922
|
Circle Wealth Management
Summit,
New Jersey
|
$27.9M
|
-$2.73M
|
7
|
4.61%
|
Reduced
|
|
|
1923
|
Seafarer Capital Partners
Larkspur,
California
|
$27.9M
|
-$90.9M
|
1
|
20.23%
|
Reduced
|
|
|
1924
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$27.9M
|
+$3.64M
|
13
|
2.65%
|
Increased
|
|
|
1925
|
Calixto Global Investors
Coral Gables,
Florida
|
$27.9M
|
$0
|
2
|
17.97%
|
Maintained
|
|
