|
1901
|
Colonial Trust
Spartanburg,
South Carolina
|
$34.8M
|
+$573K
|
14
|
8.84%
|
Increased
|
|
|
1902
|
Carrhae Capital
London,
United Kingdom
|
$34.8M
|
-$22.6M
|
1
|
11.04%
|
Reduced
|
|
|
1903
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$34.7M
|
-$430K
|
6
|
15.72%
|
Reduced
|
|
|
1904
|
Capital Planning Advisors
Roseville,
California
|
$34.7M
|
-$1.25M
|
6
|
7.37%
|
Reduced
|
|
|
1905
|
Georgetown University
Washington,
District of Columbia
|
$34.7M
|
+$5.35M
|
4
|
12.12%
|
Increased
|
|
|
1906
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$34.7M
|
-$6.46M
|
6
|
6.88%
|
Reduced
|
|
|
1907
|
M Holdings Securities
Portland,
Oregon
|
$34.7M
|
-$8.95M
|
5
|
3.59%
|
Reduced
|
|
|
1908
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$34.6M
|
-$8.38K
|
6
|
7.95%
|
Reduced
|
|
|
1909
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$34.6M
|
+$4.5M
|
11
|
5.44%
|
Increased
|
|
|
1910
|
|
$34.6M
|
-$187K
|
6
|
16.09%
|
Reduced
|
|
|
1911
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$34.6M
|
-$315K
|
5
|
15.81%
|
Reduced
|
|
|
1912
|
Naples Global Advisors
Naples,
Florida
|
$34.5M
|
-$353K
|
6
|
4.3%
|
Reduced
|
|
|
1913
|
World Equity Group
Schaumburg,
Illinois
|
$34.5M
|
+$23.8M
|
9
|
5.15%
|
Increased
|
|
|
1914
|
Aspiriant LLC
Los Angeles,
California
|
$34.4M
|
-$64.2K
|
8
|
1.8%
|
Reduced
|
|
|
1915
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$34.4M
|
+$4.7M
|
4
|
14.66%
|
Increased
|
|
|
1916
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$34.3M
|
+$1.29M
|
6
|
10.14%
|
Increased
|
|
|
1917
|
Journey Advisory Group
Covington,
Kentucky
|
$34.2M
|
+$1.85M
|
7
|
5.37%
|
Increased
|
|
|
1918
|
Intellectus Partners
San Francisco,
California
|
$34.1M
|
+$1.83M
|
9
|
10.78%
|
Increased
|
|
|
1919
|
Avalon Global Asset Management
San Francisco,
California
|
$34.1M
|
+$8.42M
|
5
|
16.81%
|
Increased
|
|
|
1920
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$34.1M
|
-$11.7M
|
5
|
2.86%
|
Reduced
|
|
|
1921
|
Hohimer Wealth Management
Seattle,
Washington
|
$34.1M
|
+$4.64M
|
6
|
9.86%
|
Increased
|
|
|
1922
|
Davis Rea
Toronto,
Ontario, Canada
|
$34.1M
|
-$3.39M
|
4
|
20.55%
|
Reduced
|
|
|
1923
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$34M
|
+$673K
|
9
|
3.2%
|
Increased
|
|
|
1924
|
SlateStone Wealth
Jupiter,
Florida
|
$33.9M
|
+$3.15M
|
7
|
7.03%
|
Increased
|
|
|
1925
|
Lakeside Advisors
Seattle,
Washington
|
$33.8M
|
+$37K
|
3
|
26.12%
|
Increased
|
|
