|
1901
|
Institute for Wealth Management
Denver,
Colorado
|
$46.3M
|
-$2.62M
|
10
|
7.51%
|
Reduced
|
|
|
1902
|
Stewart & Patten Company
Lafayette,
California
|
$46.2M
|
-$1.09M
|
6
|
7.22%
|
Reduced
|
|
|
1903
|
RDST Capital
Seattle,
Washington
|
$46.1M
|
-$2.34M
|
3
|
14.7%
|
Reduced
|
|
|
1904
|
|
$46M
|
+$32.7K
|
6
|
7.16%
|
Increased
|
|
|
1905
|
|
$45.9M
|
$0
|
2
|
42.44%
|
Maintained
|
|
|
1906
|
Polaris Capital Management
Boston,
Massachusetts
|
$45.8M
|
-$819K
|
1
|
2.21%
|
Reduced
|
|
|
1907
|
United Bank (Virginia)
Vienna,
Virginia
|
$45.8M
|
-$121K
|
5
|
5.75%
|
Reduced
|
|
|
1908
|
Azzad Asset Management
Falls Church,
Virginia
|
$45.8M
|
+$567K
|
6
|
5.79%
|
Increased
|
|
|
1909
|
King Wealth Management Group
Naples,
Florida
|
$45.7M
|
+$1.02M
|
8
|
8.83%
|
Increased
|
|
|
1910
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$45.7M
|
-$1.7M
|
4
|
10.09%
|
Reduced
|
|
|
1911
|
Managed Asset Portfolios
Rochester,
Michigan
|
$45.7M
|
-$1.05M
|
1
|
6.93%
|
Reduced
|
|
|
1912
|
Stephens Investment Management Group
Houston,
Texas
|
$45.6M
|
+$5.61M
|
6
|
0.67%
|
Increased
|
|
|
1913
|
Great Lakes Retirement
Sandusky,
Ohio
|
$45.6M
|
+$3.01M
|
3
|
7.51%
|
Increased
|
|
|
1914
|
Legion Partners Asset Management
Los Angeles,
California
|
$45.6M
|
-$49.2M
|
1
|
11.89%
|
Reduced
|
|
|
1915
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$45.6M
|
+$14.2M
|
4
|
19.04%
|
Increased
|
|
|
1916
|
Colonial Trust
Spartanburg,
South Carolina
|
$45.5M
|
+$2M
|
14
|
9.49%
|
Increased
|
|
|
1917
|
Romano Brothers & Co
Evanston,
Illinois
|
$45.5M
|
-$2.29M
|
7
|
6.77%
|
Reduced
|
|
|
1918
|
Financial Engines Advisors
Santa Clara,
California
|
$45.4M
|
+$5.25M
|
6
|
0.11%
|
Increased
|
|
|
1919
|
PFG Investments
Woodbury,
New York
|
$45.3M
|
+$993K
|
9
|
8.42%
|
Increased
|
|
|
1920
|
Stokes Family Office
New Orleans,
Louisiana
|
$45.3M
|
-$13.7M
|
6
|
6.12%
|
Reduced
|
|
|
1921
|
Sargent Investment Group
Bethesda,
Maryland
|
$45.1M
|
+$1.42M
|
6
|
9.88%
|
Increased
|
|
|
1922
|
|
$45.1M
|
-$1.37M
|
4
|
47.13%
|
Reduced
|
|
|
1923
|
Chicago Trust
Grayslake,
Illinois
|
$45M
|
-$2.01M
|
8
|
10.02%
|
Reduced
|
|
|
1924
|
Red Door Wealth Management
Memphis,
Tennessee
|
$45M
|
+$2.1M
|
7
|
9.78%
|
Increased
|
|
|
1925
|
Bison Wealth
Atlanta,
Georgia
|
$45M
|
+$469K
|
7
|
7.97%
|
Increased
|
|