|
2026
|
Holowesko Partners
Nassau,
Bahamas
|
$29.2M
|
+$10.4M
|
2
|
15.31%
|
Increased
|
|
|
2027
|
Knuff & Co
Foster City,
California
|
$29.2M
|
-$17.7K
|
7
|
13.13%
|
Reduced
|
|
|
2028
|
Bridgewater Advisors
New York
|
$29.2M
|
-$1.31M
|
8
|
6.05%
|
Reduced
|
|
|
2029
|
Van Den Berg Management I
Austin,
Texas
|
$29.2M
|
+$435K
|
3
|
7.78%
|
Increased
|
|
|
2030
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$29.2M
|
+$7.93M
|
6
|
5.81%
|
Increased
|
|
|
2031
|
Pine Ridge Advisers
New York
|
$29.1M
|
$0
|
3
|
9.48%
|
Maintained
|
|
|
2032
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$29.1M
|
+$10.8M
|
5
|
3.38%
|
Increased
|
|
|
2033
|
Avantax Planning Partners
Dubuque,
Iowa
|
$29.1M
|
+$2.62M
|
7
|
1.24%
|
Increased
|
|
|
2034
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$29M
|
+$3.65M
|
5
|
19.31%
|
Increased
|
|
|
2035
|
Hohimer Wealth Management
Seattle,
Washington
|
$29M
|
+$2.6M
|
5
|
8.56%
|
Increased
|
|
|
2036
|
GDS Wealth Management
Flower Mound,
Texas
|
$29M
|
+$16M
|
5
|
6.49%
|
Increased
|
|
|
2037
|
Graypoint LLC
Albany,
New York
|
$29M
|
+$131K
|
7
|
3.72%
|
Increased
|
|
|
2038
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$28.9M
|
+$91.3K
|
6
|
10.63%
|
Increased
|
|
|
2039
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$28.9M
|
-$796K
|
6
|
8.62%
|
Reduced
|
|
|
2040
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$28.9M
|
-$28.8M
|
21
|
2.57%
|
Reduced
|
|
|
2041
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$28.9M
|
-$3.29M
|
5
|
6.65%
|
Reduced
|
|
|
2042
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$28.9M
|
+$113K
|
6
|
7.83%
|
Increased
|
|
|
2043
|
Chapman Investment Management
San Anselmo,
California
|
$28.8M
|
-$1.86M
|
3
|
19.91%
|
Reduced
|
|
|
2044
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$28.8M
|
+$4.1M
|
5
|
15.83%
|
Increased
|
|
|
2045
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$28.7M
|
+$13.2M
|
8
|
8.25%
|
Increased
|
|
|
2046
|
Herald Investment Management
London,
United Kingdom
|
$28.7M
|
+$1.88M
|
9
|
6.67%
|
Increased
|
|
|
2047
|
Financial Avengers
Oakland,
California
|
$28.7M
|
+$638K
|
7
|
23.29%
|
Increased
|
|
|
2048
|
Westover Capital Advisors
Wilmington,
Delaware
|
$28.7M
|
+$1.9M
|
6
|
10.59%
|
Increased
|
|
|
2049
|
Soapstone Management
Bethesda,
Maryland
|
$28.6M
|
+$16.9M
|
2
|
12.13%
|
Increased
|
|
|
2050
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$28.6M
|
+$1.62M
|
14
|
4.85%
|
Increased
|
|
