|
2051
|
Selective Wealth Management
Forest,
Virginia
|
$18.7M
|
-$1.26M
|
8
|
29.31%
|
Reduced
|
|
|
2052
|
Court Place Advisors
Ellicott City,
Maryland
|
$18.6M
|
-$527K
|
4
|
8.36%
|
Reduced
|
|
|
2053
|
Olstein Capital Management
Purchase,
New York
|
$18.6M
|
+$1.2M
|
3
|
4.08%
|
Increased
|
|
|
2054
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$18.6M
|
+$190K
|
4
|
16.55%
|
Increased
|
|
|
2055
|
Buffington Mohr McNeal
Boise,
Idaho
|
$18.6M
|
+$1.61M
|
5
|
6.18%
|
Increased
|
|
|
2056
|
Private Capital Advisors
Darien,
Connecticut
|
$18.6M
|
-$199K
|
5
|
5.88%
|
Reduced
|
|
|
2057
|
Avidian Wealth Enterprises
Houston,
Texas
|
$18.6M
|
-$27.9M
|
7
|
2.98%
|
Reduced
|
|
|
2058
|
Paradice Investment Management
Denver,
Colorado
|
$18.5M
|
+$1.62M
|
2
|
1.81%
|
Increased
|
|
|
2059
|
Venturi Wealth Management
Austin,
Texas
|
$18.5M
|
-$2.68M
|
7
|
3.17%
|
Reduced
|
|
|
2060
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$18.5M
|
-$2.56M
|
5
|
1.71%
|
Reduced
|
|
|
2061
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$18.5M
|
-$171K
|
2
|
7.48%
|
Reduced
|
|
|
2062
|
Chronos Wealth Management
Clearwater,
Florida
|
$18.5M
|
-$3.35M
|
3
|
21.32%
|
Reduced
|
|
|
2063
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
|
$18.5M
|
$0
|
1
|
20.33%
|
Maintained
|
|
|
2064
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$18.5M
|
+$19.9M
|
8
|
10.77%
|
New
|
|
|
2065
|
|
$18.5M
|
+$73.2K
|
7
|
8.43%
|
Increased
|
|
|
2066
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$18.4M
|
-$749K
|
6
|
19.74%
|
Reduced
|
|
|
2067
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$18.4M
|
-$1.22M
|
5
|
9.13%
|
Reduced
|
|
|
2068
|
Mission Creek Capital Partners
San Francisco,
California
|
$18.4M
|
+$140K
|
5
|
9.89%
|
Increased
|
|
|
2069
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$18.4M
|
+$1.17M
|
11
|
2.26%
|
Increased
|
|
|
2070
|
Liberty Capital Management
Birmingham,
Michigan
|
$18.4M
|
+$90.9K
|
5
|
9.6%
|
Increased
|
|
|
2071
|
Rikoon Group
Santa Fe,
New Mexico
|
$18.4M
|
+$2.72M
|
6
|
7.62%
|
Increased
|
|
|
2072
|
Welch Capital Partners
Harrison,
New York
|
$18.4M
|
+$927K
|
5
|
7.34%
|
Increased
|
|
|
2073
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$18.3M
|
+$958K
|
7
|
8.97%
|
Increased
|
|
|
2074
|
Strategic Financial Services
Utica,
New York
|
$18.3M
|
-$2.12M
|
6
|
2.45%
|
Reduced
|
|
|
2075
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$18.3M
|
-$1.33M
|
10
|
11.61%
|
Reduced
|
|
