|
1926
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$6.07M
|
-$358K
|
2
|
2.14%
|
Reduced
|
|
|
1927
|
Sepio Capital
Salt Lake City,
Utah
|
$6.07M
|
-$29.8K
|
3
|
0.31%
|
Reduced
|
|
|
1928
|
Barings
Charlotte,
North Carolina
|
$6.06M
|
+$1.63M
|
2
|
0.11%
|
Increased
|
|
|
1929
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$6.04M
|
-$503K
|
3
|
0.02%
|
Reduced
|
|
|
1930
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$6.04M
|
+$160K
|
6
|
0.69%
|
Increased
|
|
|
1931
|
Baer Investment Advisory
Corte Madera,
California
|
$6.03M
|
+$15.4K
|
1
|
5.05%
|
Increased
|
|
|
1932
|
Virtue Capital Management
Brentwood,
Tennessee
|
$6.03M
|
+$2.5M
|
3
|
0.81%
|
Increased
|
|
|
1933
|
Legacy Financial Advisors
Covington,
Kentucky
|
$6.03M
|
-$23.4K
|
8
|
0.73%
|
Reduced
|
|
|
1934
|
Whitney & Co
Rochester,
New York
|
$6.03M
|
-$127K
|
3
|
0.44%
|
Reduced
|
|
|
1935
|
Essex LLC
Deer Park,
Illinois
|
$6.02M
|
-$384K
|
4
|
0.91%
|
Reduced
|
|
|
1936
|
|
$6.02M
|
-$776K
|
9
|
0.34%
|
Reduced
|
|
|
1937
|
Rice Hall James & Associates
San Diego,
California
|
$6.01M
|
-$514K
|
3
|
0.29%
|
Reduced
|
|
|
1938
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$6.01M
|
+$2.5M
|
1
|
0.25%
|
Increased
|
|
|
1939
|
Birmingham Capital Management
Birmingham,
Alabama
|
$6.01M
|
+$182K
|
3
|
2.29%
|
Increased
|
|
|
1940
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$6.01M
|
+$6.67M
|
6
|
1.45%
|
Increased
|
|
|
1941
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$6.01M
|
-$608K
|
2
|
1.8%
|
Reduced
|
|
|
1942
|
Sovereign's Capital Management
Atlanta,
Georgia
|
$6.01M
|
-$88.1K
|
1
|
4.01%
|
Reduced
|
|
|
1943
|
Waddell & Associates
Memphis,
Tennessee
|
$6M
|
+$458K
|
4
|
0.3%
|
Increased
|
|
|
1944
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6M
|
+$33K
|
24
|
0.41%
|
Increased
|
|
|
1945
|
Bayshore Capital Advisors
Tampa,
Florida
|
$5.98M
|
+$5.04M
|
3
|
2.79%
|
Increased
|
|
|
1946
|
Nightview Capital
Austin,
Texas
|
$5.98M
|
$0
|
1
|
4.48%
|
Maintained
|
|
|
1947
|
Old Port Advisors
Portland,
Maine
|
$5.97M
|
+$130K
|
6
|
1.18%
|
Increased
|
|
|
1948
|
|
$5.97M
|
+$3.66M
|
21
|
0.5%
|
Increased
|
|
|
1949
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$5.96M
|
+$334K
|
3
|
0.32%
|
Increased
|
|
|
1950
|
Towle & Co
Denver,
Colorado
|
$5.94M
|
-$409K
|
1
|
2.01%
|
Reduced
|
|