|
2051
|
Financial Avengers
Oakland,
California
|
$28.7M
|
+$638K
|
7
|
23.29%
|
Increased
|
|
|
2052
|
Westover Capital Advisors
Wilmington,
Delaware
|
$28.7M
|
+$1.9M
|
6
|
10.59%
|
Increased
|
|
|
2053
|
Soapstone Management
Bethesda,
Maryland
|
$28.6M
|
+$16.9M
|
2
|
12.13%
|
Increased
|
|
|
2054
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$28.6M
|
+$1.62M
|
14
|
4.85%
|
Increased
|
|
|
2055
|
DFPG Investments
Sandy,
Utah
|
$28.5M
|
+$1.28M
|
9
|
12.45%
|
Increased
|
|
|
2056
|
Meridian Wealth Advisors
Austin,
Texas
|
$28.4M
|
+$1.04M
|
5
|
7.54%
|
Increased
|
|
|
2057
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$28.3M
|
-$330K
|
11
|
9.16%
|
Reduced
|
|
|
2058
|
Portland Hill Asset Management
London,
United Kingdom
|
$28.3M
|
-$3.18M
|
5
|
38.37%
|
Reduced
|
|
|
2059
|
Journey Advisory Group
Covington,
Kentucky
|
$28.3M
|
+$4.23M
|
7
|
6.5%
|
Increased
|
|
|
2060
|
F&V Capital Management
Boca Raton,
Florida
|
$28.3M
|
+$219K
|
4
|
10.07%
|
Increased
|
|
|
2061
|
Cartica Management
Washington,
District of Columbia
|
$28.3M
|
$0
|
2
|
10.98%
|
Maintained
|
|
|
2062
|
Fosun International
Hong Kong,
China
|
$28.3M
|
-$26.6M
|
4
|
3.92%
|
Reduced
|
|
|
2063
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$28.3M
|
-$682K
|
6
|
5.87%
|
Reduced
|
|
|
2064
|
HeadInvest LLC
Portland,
Maine
|
$28.2M
|
+$343K
|
6
|
6.28%
|
Increased
|
|
|
2065
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$28.1M
|
+$1.18M
|
5
|
6.52%
|
Increased
|
|
|
2066
|
ACG Wealth
Atlanta,
Georgia
|
$28M
|
+$341K
|
17
|
5.72%
|
Increased
|
|
|
2067
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$28M
|
+$1.67M
|
8
|
3.76%
|
Increased
|
|
|
2068
|
Advisory Research
Chicago,
Illinois
|
$28M
|
-$999K
|
7
|
2.73%
|
Reduced
|
|
|
2069
|
First Washington Corp
Seattle,
Washington
|
$28M
|
+$7.64M
|
6
|
12.98%
|
Increased
|
|
|
2070
|
Intersect Capital
San Ramon,
California
|
$28M
|
-$4.81M
|
9
|
8.45%
|
Reduced
|
|
|
2071
|
Sargent Investment Group
Bethesda,
Maryland
|
$27.9M
|
+$2.73M
|
6
|
8.63%
|
Increased
|
|
|
2072
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$27.9M
|
-$492K
|
3
|
6.98%
|
Reduced
|
|
|
2073
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$27.9M
|
-$213K
|
8
|
6.03%
|
Reduced
|
|
|
2074
|
America First Investment Advisors
Omaha,
Nebraska
|
$27.9M
|
+$8.84M
|
5
|
8.97%
|
Increased
|
|
|
2075
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$27.8M
|
+$373K
|
5
|
6.8%
|
Increased
|
|
