|
2051
|
Financial Avengers
Oakland,
California
|
$47M
|
+$58.1K
|
9
|
23.14%
|
Increased
|
|
|
2052
|
Bulltick Wealth Management
Miami,
Florida
|
$47M
|
-$5.93M
|
6
|
11.36%
|
Reduced
|
|
|
2053
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$46.9M
|
+$870K
|
5
|
5.65%
|
Increased
|
|
|
2054
|
Cadinha & Co
Honolulu,
Hawaii
|
$46.9M
|
-$12.1M
|
4
|
8.02%
|
Reduced
|
|
|
2055
|
Kemnay Advisory Services
New York
|
$46.9M
|
+$1.68M
|
5
|
8.49%
|
Increased
|
|
|
2056
|
Van Strum & Towne
San Francisco,
California
|
$46.9M
|
+$103K
|
5
|
16.22%
|
Increased
|
|
|
2057
|
United Bank (Virginia)
Vienna,
Virginia
|
$46.8M
|
-$318K
|
5
|
5.45%
|
Reduced
|
|
|
2058
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$46.8M
|
-$3.89M
|
9
|
12.62%
|
Reduced
|
|
|
2059
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$46.7M
|
$0
|
1
|
7.1%
|
Maintained
|
|
|
2060
|
Continuum Advisory
Eagle,
Idaho
|
$46.6M
|
+$2.07M
|
19
|
5.95%
|
Increased
|
|
|
2061
|
Managed Asset Portfolios
Rochester,
Michigan
|
$46.6M
|
-$5.58M
|
2
|
6.58%
|
Reduced
|
|
|
2062
|
Sirios Capital Management
Boston,
Massachusetts
|
$46.5M
|
+$9.7M
|
3
|
8.24%
|
Increased
|
|
|
2063
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$46.5M
|
+$1.65M
|
6
|
9.42%
|
Increased
|
|
|
2064
|
Iowa State Bank
Urbandale,
Iowa
|
$46.5M
|
-$1.41M
|
5
|
9.56%
|
Reduced
|
|
|
2065
|
McDonough Capital Management
Orlando,
Florida
|
$46.5M
|
+$318K
|
3
|
32%
|
Increased
|
|
|
2066
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$46.5M
|
-$2.35M
|
4
|
5.69%
|
Reduced
|
|
|
2067
|
Kite Lake Capital Management (UK)
London,
United Kingdom
|
$46.4M
|
+$46.3M
|
1
|
7.09%
|
New
|
|
|
2068
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$46.4M
|
-$1.32M
|
5
|
5.86%
|
Reduced
|
|
|
2069
|
First Personal Financial Services
Charlotte,
North Carolina
|
$46.4M
|
+$546K
|
9
|
9.82%
|
Increased
|
|
|
2070
|
Grove Bank & Trust
Miami,
Florida
|
$46.4M
|
+$543K
|
13
|
6.85%
|
Increased
|
|
|
2071
|
Bison Wealth
Atlanta,
Georgia
|
$46.4M
|
-$7.46M
|
7
|
7.38%
|
Reduced
|
|
|
2072
|
Winch Advisory Services
Appleton,
Wisconsin
|
$46.3M
|
-$428K
|
11
|
12.82%
|
Reduced
|
|
|
2073
|
Sigma Investment Counselors
Northville,
Michigan
|
$46.2M
|
+$255K
|
5
|
2.71%
|
Increased
|
|
|
2074
|
9258 Wealth Management
Blue Ash,
Ohio
|
$46.1M
|
+$493K
|
6
|
6.82%
|
Increased
|
|
|
2075
|
SignalPoint Asset Management
Springfield,
Missouri
|
$46.1M
|
+$24.3M
|
7
|
10.77%
|
Increased
|
|