|
2076
|
Westover Capital Advisors
Wilmington,
Delaware
|
$35M
|
-$1.03M
|
5
|
10.93%
|
Reduced
|
|
|
2077
|
Krilogy Financial
St. Louis,
Missouri
|
$35M
|
+$3.49M
|
7
|
3.58%
|
Increased
|
|
|
2078
|
Scott & Selber Inc
Houston,
Texas
|
$35M
|
-$3.35M
|
4
|
13.5%
|
Reduced
|
|
|
2079
|
Balentine LLC
Atlanta,
Georgia
|
$35M
|
+$13.1M
|
13
|
1.19%
|
Increased
|
|
|
2080
|
Manchester Capital Management
Manchester,
Vermont
|
$35M
|
+$250K
|
16
|
5.04%
|
Increased
|
|
|
2081
|
ACG Wealth
Atlanta,
Georgia
|
$35M
|
-$24M
|
7
|
6.61%
|
Reduced
|
|
|
2082
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$35M
|
-$462K
|
6
|
11.87%
|
Reduced
|
|
|
2083
|
Soltis Investment Advisors
St. George,
Utah
|
$35M
|
+$3.65M
|
7
|
4.86%
|
Increased
|
|
|
2084
|
Meridian Wealth Advisors
Austin,
Texas
|
$34.9M
|
+$4.15M
|
7
|
8.09%
|
Increased
|
|
|
2085
|
Emerson Point Capital
Larchmont,
New York
|
$34.9M
|
-$1.56M
|
2
|
6.88%
|
Reduced
|
|
|
2086
|
Unio Capital
Princeton,
New Jersey
|
$34.7M
|
-$1.98M
|
3
|
14.97%
|
Reduced
|
|
|
2087
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$34.7M
|
-$8.67M
|
5
|
10.15%
|
Reduced
|
|
|
2088
|
Herald Investment Management
London,
United Kingdom
|
$34.5M
|
+$428K
|
9
|
6.28%
|
Increased
|
|
|
2089
|
Gordian Capital (Singapore)
Singapore
|
$34.5M
|
+$876K
|
9
|
28.18%
|
Increased
|
|
|
2090
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$34.5M
|
+$1.12M
|
5
|
6.68%
|
Increased
|
|
|
2091
|
Van Den Berg Management I
Austin,
Texas
|
$34.5M
|
-$7.7M
|
3
|
7.75%
|
Reduced
|
|
|
2092
|
F&V Capital Management
Boca Raton,
Florida
|
$34.4M
|
+$650K
|
4
|
10.42%
|
Increased
|
|
|
2093
|
HeadInvest LLC
Portland,
Maine
|
$34.3M
|
+$460K
|
6
|
6.56%
|
Increased
|
|
|
2094
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$34.3M
|
+$379K
|
5
|
18.97%
|
Increased
|
|
|
2095
|
Udine Wealth Management
Boca Raton,
Florida
|
$34.3M
|
+$4.04M
|
3
|
37.39%
|
Increased
|
|
|
2096
|
Hohimer Wealth Management
Seattle,
Washington
|
$34.3M
|
+$1.96M
|
5
|
6.77%
|
Increased
|
|
|
2097
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$34.3M
|
$0
|
2
|
8.09%
|
Maintained
|
|
|
2098
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$34.3M
|
-$4M
|
7
|
4.12%
|
Reduced
|
|
|
2099
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$34.2M
|
+$547K
|
14
|
5.31%
|
Increased
|
|
|
2100
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$34.2M
|
-$3.34M
|
5
|
16.5%
|
Reduced
|
|