|
2051
|
Venturi Wealth Management
Austin,
Texas
|
$26.9M
|
+$1.87M
|
7
|
2.58%
|
Increased
|
|
|
2052
|
Marietta Wealth Management
Marietta,
Georgia
|
$26.9M
|
-$5.82M
|
4
|
6.71%
|
Reduced
|
|
|
2053
|
Avantax Planning Partners
Dubuque,
Iowa
|
$26.8M
|
+$479K
|
7
|
1.21%
|
Increased
|
|
|
2054
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$26.8M
|
+$415K
|
6
|
10.38%
|
Increased
|
|
|
2055
|
Westover Capital Advisors
Wilmington,
Delaware
|
$26.7M
|
+$39.1K
|
5
|
10.2%
|
Increased
|
|
|
2056
|
Clearstead Trust
Portland,
Maine
|
$26.7M
|
+$9.43M
|
8
|
9.28%
|
Increased
|
|
|
2057
|
Strategic Wealth Partners
Independence,
Ohio
|
$26.6M
|
+$4.1M
|
7
|
5.65%
|
Increased
|
|
|
2058
|
Chapman Investment Management
San Anselmo,
California
|
$26.6M
|
-$768K
|
3
|
19.47%
|
Reduced
|
|
|
2059
|
Scott & Selber Inc
Houston,
Texas
|
$26.6M
|
+$1.82M
|
4
|
12.81%
|
Increased
|
|
|
2060
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$26.5M
|
-$172K
|
8
|
8.2%
|
Reduced
|
|
|
2061
|
Lindbrook Capital
Calabasas,
California
|
$26.5M
|
+$1.35M
|
29
|
4.47%
|
Increased
|
|
|
2062
|
Bessemer Securities
New York
|
$26.4M
|
-$1.57M
|
3
|
9.51%
|
Reduced
|
|
|
2063
|
Mizuho Markets Americas
New York
|
$26.3M
|
+$13.3M
|
3
|
1.15%
|
Increased
|
|
|
2064
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$26.2M
|
+$32.3K
|
12
|
4.77%
|
Increased
|
|
|
2065
|
Bray Capital Advisors
Naples,
Florida
|
$26.1M
|
+$91.1K
|
7
|
8.19%
|
Increased
|
|
|
2066
|
Riverstone Advisors
New Braunfels,
Texas
|
$26.1M
|
+$39.4K
|
4
|
16.81%
|
Increased
|
|
|
2067
|
Meridian Wealth Advisors
Austin,
Texas
|
$26.1M
|
-$316K
|
6
|
7.35%
|
Reduced
|
|
|
2068
|
SlateStone Wealth
Jupiter,
Florida
|
$26.1M
|
-$5.42M
|
6
|
6.94%
|
Reduced
|
|
|
2069
|
DRH Investments
Thousand Oaks,
California
|
$26M
|
+$16.2M
|
1
|
23.27%
|
Increased
|
|
|
2070
|
Georgetown University
Washington,
District of Columbia
|
$26M
|
+$2.38K
|
4
|
8.8%
|
Increased
|
|
|
2071
|
Van Den Berg Management I
Austin,
Texas
|
$26M
|
+$413K
|
3
|
7.71%
|
Increased
|
|
|
2072
|
HeadInvest LLC
Portland,
Maine
|
$26M
|
+$402K
|
6
|
6.22%
|
Increased
|
|
|
2073
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$26M
|
-$3.84M
|
3
|
22.64%
|
Reduced
|
|
|
2074
|
Herald Investment Management
London,
United Kingdom
|
$25.9M
|
$0
|
9
|
6.4%
|
Maintained
|
|
|
2075
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$25.9M
|
+$116M
|
5
|
26.69%
|
Increased
|
|
