|
2026
|
Aviance Capital Partners
Naples,
Florida
|
$31.5M
|
-$22.9M
|
8
|
6.07%
|
Reduced
|
|
|
2027
|
Congress Park Capital
Saratoga Springs,
New York
|
$31.4M
|
+$2.02M
|
7
|
17.57%
|
Increased
|
|
|
2028
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$31.4M
|
-$5.78M
|
5
|
10.24%
|
Reduced
|
|
|
2029
|
Manchester Capital Management
Manchester,
Vermont
|
$31.4M
|
+$76.4K
|
13
|
4.68%
|
Increased
|
|
|
2030
|
Moseley Investment Management
Bradenton,
Florida
|
$31.4M
|
+$512K
|
7
|
17.38%
|
Increased
|
|
|
2031
|
Sturgeon Ventures
London,
United Kingdom
|
$31.4M
|
+$581K
|
3
|
18.14%
|
Increased
|
|
|
2032
|
M&R Capital Management
Summit,
New Jersey
|
$31.4M
|
-$17.1M
|
8
|
7.81%
|
Reduced
|
|
|
2033
|
Redwood Investments
Boston,
Massachusetts
|
$31.4M
|
+$1.63M
|
5
|
2.75%
|
Increased
|
|
|
2034
|
Firsthand Capital Management
San Jose,
California
|
$31.3M
|
-$5.25M
|
4
|
8.78%
|
Reduced
|
|
|
2035
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$31.3M
|
+$310K
|
6
|
6.9%
|
Increased
|
|
|
2036
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$31.2M
|
+$1.71M
|
10
|
3.19%
|
Increased
|
|
|
2037
|
Unio Capital
Princeton,
New Jersey
|
$31.2M
|
-$3.57M
|
3
|
14.78%
|
Reduced
|
|
|
2038
|
Cozad Asset Management
Champaign,
Illinois
|
$31.1M
|
+$953K
|
8
|
5.07%
|
Increased
|
|
|
2039
|
American Assets Investment Management
San Diego,
California
|
$31.1M
|
$0
|
3
|
4.3%
|
Maintained
|
|
|
2040
|
Jupiter Wealth Management
Glendale,
Colorado
|
$31M
|
+$2.42M
|
7
|
15.66%
|
Increased
|
|
|
2041
|
Executive Wealth Management
Brighton,
Michigan
|
$31M
|
+$3.17M
|
7
|
3.64%
|
Increased
|
|
|
2042
|
683 Capital Management
New York
|
$30.9M
|
-$6.65M
|
1
|
1.64%
|
Reduced
|
|
|
2043
|
SlateStone Wealth
Jupiter,
Florida
|
$30.9M
|
-$2.02M
|
8
|
7.63%
|
Reduced
|
|
|
2044
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$30.9M
|
+$2.83M
|
4
|
6.01%
|
Increased
|
|
|
2045
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$30.9M
|
-$438K
|
5
|
2.44%
|
Reduced
|
|
|
2046
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$30.9M
|
-$2.99M
|
4
|
14.12%
|
Reduced
|
|
|
2047
|
Hamilton Wealth
Encino,
California
|
$30.8M
|
-$317K
|
5
|
14.96%
|
Reduced
|
|
|
2048
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$30.8M
|
+$7.54M
|
23
|
2.23%
|
Increased
|
|
|
2049
|
Capital City Trust
Tallahassee,
Florida
|
$30.8M
|
+$740K
|
6
|
9.79%
|
Increased
|
|
|
2050
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$30.6M
|
-$2.32M
|
6
|
10.84%
|
Reduced
|
|
