|
1926
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$23.8M
|
-$594K
|
1
|
4.62%
|
Reduced
|
|
|
1927
|
Woodson Capital Management
Greenwich,
Connecticut
|
$23.8M
|
+$8.39M
|
1
|
3.98%
|
Increased
|
|
|
1928
|
Pegasus Asset Management
Montebello,
New York
|
$23.7M
|
-$116K
|
1
|
6.75%
|
Reduced
|
|
|
1929
|
Sweeney & Michel
Chico,
California
|
$23.6M
|
-$10K
|
1
|
6.21%
|
Reduced
|
|
|
1930
|
Peak Planning Group
Centennial,
Colorado
|
$23.6M
|
-$418K
|
1
|
5.33%
|
Reduced
|
|
|
1931
|
Conning Inc
Hartford,
Connecticut
|
$23.6M
|
-$977K
|
1
|
0.71%
|
Reduced
|
|
|
1932
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$23.6M
|
-$110K
|
1
|
9.78%
|
Reduced
|
|
|
1933
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$23.5M
|
-$26.3K
|
1
|
9%
|
Reduced
|
|
|
1934
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$23.5M
|
-$171K
|
1
|
19.65%
|
Reduced
|
|
|
1935
|
Cahill Financial Advisors
Edina,
Minnesota
|
$23.5M
|
-$393K
|
1
|
2.26%
|
Reduced
|
|
|
1936
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$23.4M
|
+$80.7K
|
1
|
5.45%
|
Increased
|
|
|
1937
|
Once Capital Management
New York
|
$23.4M
|
$0
|
1
|
1.92%
|
Maintained
|
|
|
1938
|
Kestra Investment Management
Austin,
Texas
|
$23.4M
|
-$1.03M
|
2
|
0.45%
|
Reduced
|
|
|
1939
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$23.3M
|
-$1.98M
|
1
|
4.05%
|
Reduced
|
|
|
1940
|
BFSG LLC
Irvine,
California
|
$23.3M
|
-$773K
|
1
|
2.07%
|
Reduced
|
|
|
1941
|
Arini Captial Management
London,
United Kingdom
|
$23.3M
|
+$23.1M
|
1
|
2.39%
|
New
|
|
|
1942
|
Symphony Financial
Houston,
Texas
|
$23.3M
|
+$1.33M
|
1
|
2.55%
|
Increased
|
|
|
1943
|
Covenant Asset Management
Chester,
New Jersey
|
$23.3M
|
-$787K
|
1
|
3.91%
|
Reduced
|
|
|
1944
|
Generali Investments Management
Ljubljana,
Slovenia
|
$23.3M
|
-$1.53M
|
1
|
5.05%
|
Reduced
|
|
|
1945
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$23.2M
|
-$2.47M
|
2
|
0.17%
|
Reduced
|
|
|
1946
|
Wealth Effects
Boston,
Massachusetts
|
$23.2M
|
-$358K
|
2
|
6.27%
|
Reduced
|
|
|
1947
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$23.2M
|
+$3.92M
|
1
|
2.28%
|
Increased
|
|
|
1948
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$23.2M
|
-$247K
|
1
|
5.51%
|
Reduced
|
|
|
1949
|
Red Lighthouse Investment Management
New York
|
$23.2M
|
-$146K
|
1
|
6.9%
|
Reduced
|
|
|
1950
|
Hoey Investments
Coatesville,
Pennsylvania
|
$23.1M
|
+$1.27M
|
1
|
2.98%
|
Increased
|
|