|
2026
|
American Assets Investment Management
San Diego,
California
|
$29M
|
+$1.69M
|
3
|
4.72%
|
Increased
|
|
|
2027
|
Proficio Capital Partners
Newton,
Massachusetts
|
$28.9M
|
+$1.29M
|
6
|
4.53%
|
Increased
|
|
|
2028
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$28.7M
|
+$17M
|
5
|
9.37%
|
Increased
|
|
|
2029
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$28.7M
|
+$128K
|
13
|
9.74%
|
Increased
|
|
|
2030
|
Buffington Mohr McNeal
Boise,
Idaho
|
$28.7M
|
+$279K
|
7
|
6.67%
|
Increased
|
|
|
2031
|
Islet Management
New York
|
$28.6M
|
+$14.3M
|
2
|
1.31%
|
Increased
|
|
|
2032
|
|
$28.6M
|
-$226K
|
4
|
9.34%
|
Reduced
|
|
|
2033
|
QV Investors
Calgary,
Alberta, Canada
|
$28.6M
|
-$2.69M
|
2
|
1.88%
|
Reduced
|
|
|
2034
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$28.6M
|
-$32.4M
|
4
|
10.51%
|
Reduced
|
|
|
2035
|
Sigma Investment Counselors
Northville,
Michigan
|
$28.5M
|
+$13.1M
|
5
|
2.46%
|
Increased
|
|
|
2036
|
Allworth Financial
Folsom,
California
|
$28.5M
|
+$460K
|
19
|
0.75%
|
Increased
|
|
|
2037
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$28.5M
|
+$22K
|
9
|
3.22%
|
Increased
|
|
|
2038
|
Cadence Bank
Tupelo,
Mississippi
|
$28.4M
|
+$2.29M
|
7
|
4.46%
|
Increased
|
|
|
2039
|
Soundmark Wealth Management
Kirkland,
Washington
|
$28.4M
|
+$27.7M
|
3
|
18.14%
|
New
|
|
|
2040
|
Mission Creek Capital Partners
San Francisco,
California
|
$28.4M
|
+$9.8M
|
7
|
8.7%
|
Increased
|
|
|
2041
|
Capital City Trust
Tallahassee,
Florida
|
$28.4M
|
-$890K
|
6
|
9.92%
|
Reduced
|
|
|
2042
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$28.4M
|
-$76.9K
|
6
|
6.72%
|
Reduced
|
|
|
2043
|
Corda Investment Management
Houston,
Texas
|
$28.4M
|
-$574K
|
3
|
2.85%
|
Reduced
|
|
|
2044
|
Arden Trust
Wilmington,
Delaware
|
$28.4M
|
-$2.49M
|
12
|
4.7%
|
Reduced
|
|
|
2045
|
Congress Park Capital
Saratoga Springs,
New York
|
$28.3M
|
+$54.7K
|
6
|
16.77%
|
Increased
|
|
|
2046
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$28.3M
|
-$4.49M
|
4
|
5.79%
|
Reduced
|
|
|
2047
|
Cozad Asset Management
Champaign,
Illinois
|
$28.3M
|
-$1.07M
|
7
|
5.06%
|
Reduced
|
|
|
2048
|
Minot Wealth Management
Westwood,
Massachusetts
|
$28.3M
|
+$1.7M
|
7
|
8.44%
|
Increased
|
|
|
2049
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$28.3M
|
-$670K
|
6
|
4.79%
|
Reduced
|
|
|
2050
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$28.2M
|
-$4.39M
|
3
|
10.62%
|
Reduced
|
|
