|
2026
|
Cozad Asset Management
Champaign,
Illinois
|
$19.1M
|
-$63.5K
|
6
|
6.62%
|
Reduced
|
|
|
2027
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$19.1M
|
+$264K
|
4
|
8.99%
|
Increased
|
|
|
2028
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$19.1M
|
+$7.59M
|
9
|
4.67%
|
Increased
|
|
|
2029
|
Trexquant Investment
Stamford,
Connecticut
|
$19.1M
|
-$12.3M
|
7
|
1.39%
|
Reduced
|
|
|
2030
|
Stratos Investment Management
Beachwood,
Ohio
|
$19.1M
|
+$3.95M
|
5
|
10.18%
|
Increased
|
|
|
2031
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$19.1M
|
-$880K
|
8
|
4.63%
|
Reduced
|
|
|
2032
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$19.1M
|
+$4.47M
|
8
|
3.42%
|
Increased
|
|
|
2033
|
Beck Capital Management
Austin,
Texas
|
$19.1M
|
-$1.25M
|
3
|
17.42%
|
Reduced
|
|
|
2034
|
Credential Qtrade Securities
Vancouver,
|
$19M
|
-$125K
|
7
|
3.11%
|
Reduced
|
|
|
2035
|
Circle Wealth Management
Summit,
New Jersey
|
$19M
|
+$5.01M
|
7
|
3.71%
|
Increased
|
|
|
2036
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$19M
|
+$2.06M
|
5
|
7.4%
|
Increased
|
|
|
2037
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$19M
|
+$1.94M
|
12
|
4.28%
|
Increased
|
|
|
2038
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$19M
|
+$834K
|
3
|
11.75%
|
Increased
|
|
|
2039
|
Adalta Capital Management
New York
|
$19M
|
-$1.42M
|
4
|
17.24%
|
Reduced
|
|
|
2040
|
Bandera Partners
New York
|
$19M
|
+$4.4M
|
3
|
15.99%
|
Increased
|
|
|
2041
|
NVWM LLC
Yardley,
Pennsylvania
|
$18.9M
|
+$1.77M
|
7
|
13.15%
|
Increased
|
|
|
2042
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$18.9M
|
+$8.25M
|
3
|
12%
|
Increased
|
|
|
2043
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$18.9M
|
-$973K
|
6
|
3.56%
|
Reduced
|
|
|
2044
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$18.9M
|
-$4.13M
|
7
|
4.99%
|
Reduced
|
|
|
2045
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$18.8M
|
+$11.2M
|
3
|
14.07%
|
Increased
|
|
|
2046
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18.8M
|
+$7.94M
|
7
|
2.99%
|
Increased
|
|
|
2047
|
McMillion Capital Management
Greensboro,
North Carolina
|
$18.8M
|
-$1.99M
|
8
|
12.78%
|
Reduced
|
|
|
2048
|
Oakcliff Capital Partners
New York
|
$18.8M
|
+$2.1M
|
1
|
13.14%
|
Increased
|
|
|
2049
|
Sargent Investment Group
Bethesda,
Maryland
|
$18.8M
|
-$448K
|
6
|
8.63%
|
Reduced
|
|
|
2050
|
Koshinski Asset Management
Decatur,
Illinois
|
$18.7M
|
+$1.95M
|
8
|
3.93%
|
Increased
|
|
