|
1926
|
Gryphon Financial Partners
Columbus,
Ohio
|
$63.4M
|
+$5.64M
|
8
|
6.49%
|
Increased
|
|
|
1927
|
Two Star Manager
Miami Beach,
Florida
|
$63.3M
|
-$3.75M
|
2
|
24.92%
|
Reduced
|
|
|
1928
|
Elk River Wealth Management
Denver,
Colorado
|
$63.3M
|
-$143M
|
4
|
10.5%
|
Reduced
|
|
|
1929
|
Deeter Investments
Austin,
Texas
|
$63.2M
|
+$11.2M
|
2
|
7.09%
|
Increased
|
|
|
1930
|
Interval Partners
New York
|
$63M
|
-$65.9M
|
1
|
1.65%
|
Reduced
|
|
|
1931
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$63M
|
-$3.54M
|
7
|
9.49%
|
Reduced
|
|
|
1932
|
M. Kraus & Co
Shelburne,
Vermont
|
$62.9M
|
+$29.7K
|
6
|
18.35%
|
Increased
|
|
|
1933
|
Capital Planning Advisors
Roseville,
California
|
$62.7M
|
-$1.57M
|
6
|
9.07%
|
Reduced
|
|
|
1934
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$62.7M
|
+$220K
|
7
|
10.43%
|
Increased
|
|
|
1935
|
Bearing Point Capital
Bloomington,
Minnesota
|
$62.6M
|
+$5.77M
|
6
|
9.81%
|
Increased
|
|
|
1936
|
GeoWealth Management
Chicago,
Illinois
|
$62.5M
|
-$684K
|
12
|
2.25%
|
Reduced
|
|
|
1937
|
Leo Wealth LLC
Hurst,
Texas
|
$62.5M
|
+$49.2K
|
7
|
4.54%
|
Increased
|
|
|
1938
|
Inscription Capital
Houston,
Texas
|
$62.5M
|
-$780K
|
13
|
6.57%
|
Reduced
|
|
|
1939
|
Legend Capital Advisors
New York
|
$62.4M
|
-$2.84M
|
5
|
39.02%
|
Reduced
|
|
|
1940
|
Central Bank & Trust
Lexington,
Kentucky
|
$62.4M
|
+$1.56M
|
7
|
9.8%
|
Increased
|
|
|
1941
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$62.3M
|
-$553K
|
7
|
5.96%
|
Reduced
|
|
|
1942
|
Crewe Advisors
Salt Lake City,
Utah
|
$62.3M
|
+$10.2M
|
16
|
5.31%
|
Increased
|
|
|
1943
|
Intellectus Partners
San Francisco,
California
|
$62.2M
|
+$130K
|
10
|
12.7%
|
Increased
|
|
|
1944
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$62.1M
|
-$10.4M
|
7
|
5.99%
|
Reduced
|
|
|
1945
|
Condor Capital Management
Martinsville,
New Jersey
|
$62.1M
|
-$4.9M
|
5
|
5.19%
|
Reduced
|
|
|
1946
|
Long Walk Management
Greenwich,
Connecticut
|
$62.1M
|
+$4.05M
|
2
|
18.06%
|
Increased
|
|
|
1947
|
Infinitum Asset Management
Fort Lauderdale,
Florida
|
$62M
|
+$8.31M
|
3
|
7.75%
|
Increased
|
|
|
1948
|
Lake Street Private Wealth
Chicago,
Illinois
|
$62M
|
-$1.69M
|
10
|
7.9%
|
Reduced
|
|
|
1949
|
VectorGlobal IAG
Miami,
Florida
|
$61.9M
|
+$68M
|
7
|
16.08%
|
New
|
|
|
1950
|
Delaney Capital Management
Toronto,
|
$61.8M
|
-$6.9M
|
6
|
9.93%
|
Reduced
|
|