|
1901
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$54.5M
|
+$2.26M
|
6
|
1.54%
|
Increased
|
|
|
1902
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$54.4M
|
+$10.1M
|
6
|
5.51%
|
Increased
|
|
|
1903
|
First Interstate Bank
Billings,
Montana
|
$54.4M
|
-$654K
|
6
|
3.3%
|
Reduced
|
|
|
1904
|
LTS One Management
New York
|
$54.3M
|
+$24.3M
|
2
|
15.72%
|
Increased
|
|
|
1905
|
Asset Dedication LLC
San Francisco,
California
|
$54.2M
|
-$4.77M
|
19
|
3.66%
|
Reduced
|
|
|
1906
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$54.2M
|
+$13.1M
|
8
|
11.65%
|
Increased
|
|
|
1907
|
Private Management Group
Irvine,
California
|
$54.2M
|
-$4.63M
|
5
|
1.9%
|
Reduced
|
|
|
1908
|
Ascent Wealth Partners
New Hartford,
New York
|
$54.1M
|
+$3.26M
|
6
|
7.54%
|
Increased
|
|
|
1909
|
HCR Wealth Advisors
Los Angeles,
California
|
$54M
|
-$111K
|
6
|
7.07%
|
Reduced
|
|
|
1910
|
BTG Pactual Asset Management US
New York
|
$53.9M
|
+$20.7M
|
8
|
4.63%
|
Increased
|
|
|
1911
|
Angeles Wealth Management
Santa Monica,
California
|
$53.8M
|
+$605K
|
6
|
4.63%
|
Increased
|
|
|
1912
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$53.8M
|
-$1M
|
4
|
10.76%
|
Reduced
|
|
|
1913
|
Merriman Wealth Management
Seattle,
Washington
|
$53.7M
|
+$4.49M
|
7
|
2.18%
|
Increased
|
|
|
1914
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$53.7M
|
-$649K
|
6
|
19.04%
|
Reduced
|
|
|
1915
|
Little House Capital
Braintree,
Massachusetts
|
$53.7M
|
+$2.13M
|
6
|
15.41%
|
Increased
|
|
|
1916
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$53.6M
|
-$244K
|
5
|
10.79%
|
Reduced
|
|
|
1917
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$53.6M
|
-$998K
|
5
|
22.3%
|
Reduced
|
|
|
1918
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$53.6M
|
+$4.12M
|
6
|
8.98%
|
Increased
|
|
|
1919
|
XML Financial
Bethesda,
Maryland
|
$53.5M
|
-$1.19M
|
6
|
4.97%
|
Reduced
|
|
|
1920
|
Wright Investors Service
Shelton,
Connecticut
|
$53.5M
|
-$440K
|
6
|
14.01%
|
Reduced
|
|
|
1921
|
Foundry Partners
Minneapolis,
Minnesota
|
$53.5M
|
-$4.46M
|
6
|
2.65%
|
Reduced
|
|
|
1922
|
Y.D. More Investments
Ramat Gan,
Israel
|
$53.5M
|
-$9.02M
|
11
|
5.6%
|
Reduced
|
|
|
1923
|
Advisornet Financial
Minnetonka,
Minnesota
|
$53.4M
|
+$3.41M
|
24
|
3.99%
|
Increased
|
|
|
1924
|
RWQ Financial Management Services
Naples,
Florida
|
$53.4M
|
+$2.25M
|
5
|
18.5%
|
Increased
|
|
|
1925
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
|
$53.3M
|
$0
|
4
|
17.91%
|
Maintained
|
|
