|
1176
|
Icon Wealth Advisors
Houston,
Texas
|
$685K
|
+$656K
|
+3,843
|
New
|
|
|
1177
|
DF Dent & Co
Baltimore,
Maryland
|
$676K
|
+$242K
|
+1,416
|
+60%
|
|
|
1178
|
|
$675K
|
-$236K
|
-1,386
|
-27%
|
|
|
1179
|
Howard Financial Services
Dallas,
Texas
|
$668K
|
+$42K
|
+246
|
+7%
|
|
|
1180
|
South Plains Financial
Lubbock,
Texas
|
$667K
|
+$2.9K
|
+17
|
+0.5%
|
|
|
1181
|
OneAscent Family Office
Birmingham,
Alabama
|
$667K
|
+$32.6K
|
+191
|
+5%
|
|
|
1182
|
Carret Asset Management
New York
|
$661K
|
+$69.9K
|
+410
|
+12%
|
|
|
1183
|
American Trust
Lexington,
Kentucky
|
$660K
|
+$94.7K
|
+555
|
+18%
|
|
|
1184
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$659K
|
-$520K
|
-3,050
|
-45%
|
|
|
1185
|
IHT Wealth Management
Chicago,
Illinois
|
$659K
|
+$21.2K
|
+124
|
+3%
|
|
|
1186
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$655K
|
+$8.36K
|
+49
|
+1%
|
|
|
1187
|
Klingman & Associates
New York
|
$654K
|
-$17.7K
|
-104
|
-3%
|
|
|
1188
|
Spinnaker Trust
Portland,
Maine
|
$651K
|
+$512
|
+3
|
+0.1%
|
|
|
1189
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$651K
|
–
|
–
|
–
|
|
|
1190
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$647K
|
+$265K
|
+1,556
|
+75%
|
|
|
1191
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$646K
|
+$59.9K
|
+351
|
+11%
|
|
|
1192
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$646K
|
+$34.1K
|
+200
|
+6%
|
|
|
1193
|
Cambria Investment Management
Manhattan Beach,
California
|
$646K
|
+$76.3K
|
+447
|
+14%
|
|
|
1194
|
FORA Capital
Miami,
Florida
|
$640K
|
+$613K
|
+3,593
|
New
|
|
|
1195
|
Astoria Portfolio Advisors
New York
|
$640K
|
-$10.8M
|
-63,433
|
-95%
|
|
|
1196
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$636K
|
+$12.1K
|
+71
|
+2%
|
|
|
1197
|
Everpar Advisors
Tulsa,
Oklahoma
|
$636K
|
+$20.1K
|
+118
|
+3%
|
|
|
1198
|
Act Two Investors
Santa Cruz,
California
|
$628K
|
–
|
–
|
–
|
|
|
1199
|
Vann Equity Management
Plano,
Texas
|
$628K
|
-$30.5K
|
-179
|
-5%
|
|
|
1200
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$624K
|
–
|
–
|
–
|
|
