|
2026
|
Algert Global
San Francisco,
California
|
$30.8M
|
+$6.15M
|
13
|
1.46%
|
Increased
|
|
|
2027
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$30.8M
|
+$665K
|
9
|
8.86%
|
Increased
|
|
|
2028
|
Redwood Capital Management
New York
|
$30.8M
|
+$29.6M
|
1
|
4.55%
|
New
|
|
|
2029
|
WealthSource Partners
San Luis Obispo,
California
|
$30.8M
|
-$1.5M
|
8
|
2.08%
|
Reduced
|
|
|
2030
|
Sargent Investment Group
Bethesda,
Maryland
|
$30.7M
|
-$116K
|
6
|
8.1%
|
Reduced
|
|
|
2031
|
Redwood Investments
Boston,
Massachusetts
|
$30.7M
|
-$2.18M
|
4
|
3.92%
|
Reduced
|
|
|
2032
|
Daily Journal Corp
Los Angeles,
California
|
$30.7M
|
$0
|
1
|
19.04%
|
Maintained
|
|
|
2033
|
Principal Street Partners
Memphis,
Tennessee
|
$30.6M
|
+$327K
|
6
|
7.74%
|
Increased
|
|
|
2034
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$30.6M
|
-$846K
|
8
|
12.58%
|
Reduced
|
|
|
2035
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$30.5M
|
+$610K
|
5
|
4.07%
|
Increased
|
|
|
2036
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$30.5M
|
-$424K
|
6
|
9.69%
|
Reduced
|
|
|
2037
|
Valliance Asset Management
Central,
Hong Kong
|
$30.5M
|
$0
|
1
|
54.39%
|
Maintained
|
|
|
2038
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$30.3M
|
+$13.7M
|
4
|
6.8%
|
Increased
|
|
|
2039
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$30.3M
|
+$4.52M
|
7
|
4%
|
Increased
|
|
|
2040
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$30.3M
|
+$2.55M
|
25
|
3.77%
|
Increased
|
|
|
2041
|
Family Management
New York
|
$30.2M
|
-$2.39M
|
5
|
6.96%
|
Reduced
|
|
|
2042
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$30.2M
|
-$4.99M
|
8
|
3.97%
|
Reduced
|
|
|
2043
|
Pine Valley Investments
Marlton,
New Jersey
|
$30.1M
|
+$30.5M
|
8
|
4.46%
|
New
|
|
|
2044
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$30.1M
|
-$152K
|
5
|
19.26%
|
Reduced
|
|
|
2045
|
Duncker Streett & Co
St. Louis,
Missouri
|
$30.1M
|
-$264K
|
10
|
7.16%
|
Reduced
|
|
|
2046
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$30M
|
-$18.6K
|
5
|
6.76%
|
Reduced
|
|
|
2047
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$30M
|
-$456K
|
9
|
4.82%
|
Reduced
|
|
|
2048
|
Herald Investment Management
London,
United Kingdom
|
$30M
|
+$815K
|
9
|
6.67%
|
Increased
|
|
|
2049
|
Scott & Selber Inc
Houston,
Texas
|
$30M
|
+$58.2K
|
4
|
12.76%
|
Increased
|
|
|
2050
|
First Personal Financial Services
Charlotte,
North Carolina
|
$30M
|
+$128K
|
7
|
7.77%
|
Increased
|
|
