|
1926
|
United Bank (Virginia)
Vienna,
Virginia
|
$39M
|
-$770K
|
5
|
5.13%
|
Reduced
|
|
|
1927
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$39M
|
$0
|
1
|
3.99%
|
Maintained
|
|
|
1928
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$39M
|
+$3.97M
|
6
|
7.88%
|
Increased
|
|
|
1929
|
Intellectus Partners
San Francisco,
California
|
$38.9M
|
-$713K
|
8
|
12.31%
|
Reduced
|
|
|
1930
|
Georgetown University
Washington,
District of Columbia
|
$38.9M
|
+$2.64K
|
4
|
14.07%
|
Increased
|
|
|
1931
|
One Capital Management
Westlake Village,
California
|
$38.9M
|
-$1.36M
|
5
|
1.73%
|
Reduced
|
|
|
1932
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$38.9M
|
+$1.4M
|
5
|
20.3%
|
Increased
|
|
|
1933
|
Bison Wealth
Atlanta,
Georgia
|
$38.9M
|
-$1.02M
|
7
|
7.54%
|
Reduced
|
|
|
1934
|
Mirador Capital Partners
Pleasanton,
California
|
$38.8M
|
+$1.2M
|
8
|
8.83%
|
Increased
|
|
|
1935
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$38.8M
|
+$849K
|
5
|
7.86%
|
Increased
|
|
|
1936
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$38.7M
|
-$1.21M
|
6
|
8.75%
|
Reduced
|
|
|
1937
|
Stephens Investment Management Group
Houston,
Texas
|
$38.7M
|
+$2.19M
|
6
|
0.64%
|
Increased
|
|
|
1938
|
Atwood & Palmer
Kansas City,
Missouri
|
$38.6M
|
+$129K
|
9
|
3.38%
|
Increased
|
|
|
1939
|
Chemung Canal Trust
Elmira,
New York
|
$38.6M
|
-$336K
|
4
|
8.85%
|
Reduced
|
|
|
1940
|
Point72 Middle East FZE
Dubai,
United Arab Emirates
|
$38.5M
|
-$20M
|
11
|
1.26%
|
Reduced
|
|
|
1941
|
Granahan Investment Management
Waltham,
Massachusetts
|
$38.5M
|
-$32.2M
|
5
|
1.37%
|
Reduced
|
|
|
1942
|
|
$38.5M
|
-$1.35M
|
6
|
17.4%
|
Reduced
|
|
|
1943
|
|
$38.5M
|
-$484K
|
1
|
8.53%
|
Reduced
|
|
|
1944
|
Fiduciary Alliance
Greenville,
South Carolina
|
$38.5M
|
+$1.58M
|
5
|
8.88%
|
Increased
|
|
|
1945
|
PFG Investments
Woodbury,
New York
|
$38.5M
|
+$4.54M
|
9
|
7.22%
|
Increased
|
|
|
1946
|
|
$38.4M
|
$0
|
2
|
44.69%
|
Maintained
|
|
|
1947
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$38.4M
|
+$397K
|
5
|
11.47%
|
Increased
|
|
|
1948
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$38.4M
|
-$458K
|
8
|
15.38%
|
Reduced
|
|
|
1949
|
King Wealth Management Group
Naples,
Florida
|
$38.3M
|
+$396K
|
8
|
8.08%
|
Increased
|
|
|
1950
|
Plimoth Trust
Plymouth,
Massachusetts
|
$38.3M
|
-$314K
|
6
|
12.01%
|
Reduced
|
|