|
1526
|
Cache Advisors
San Francisco,
California
|
$21M
|
+$54K
|
+150
|
+0.3%
|
|
|
1527
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$21M
|
+$6.51M
|
+18,097
|
+44%
|
|
|
1528
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$21M
|
-$75.6K
|
-210
|
-0.4%
|
|
|
1529
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$21M
|
-$437K
|
-1,214
|
-2%
|
|
|
1530
|
Sargent Investment Group
Bethesda,
Maryland
|
$21M
|
+$325K
|
+904
|
+2%
|
|
|
1531
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$21M
|
+$537K
|
+1,493
|
+3%
|
|
|
1532
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$20.9M
|
+$5.17M
|
+14,350
|
+32%
|
|
|
1533
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$20.9M
|
+$526K
|
+1,461
|
+3%
|
|
|
1534
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$20.9M
|
+$2.55M
|
+7,085
|
+14%
|
|
|
1535
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$20.9M
|
-$3.06M
|
-8,511
|
-13%
|
|
|
1536
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$20.9M
|
-$650K
|
-1,805
|
-3%
|
|
|
1537
|
Csenge Advisory Group
Clearwater,
Florida
|
$20.9M
|
+$1.42M
|
+3,941
|
+7%
|
|
|
1538
|
Blue Sparrow LLC
Dover,
Delaware
|
$20.8M
|
-$217M
|
-602,660
|
-91%
|
|
|
1539
|
Barrier Capital Management
San Francisco,
California
|
$20.8M
|
+$3.66M
|
+10,180
|
+21%
|
|
|
1540
|
TCTC Holdings
Dallas,
Texas
|
$20.8M
|
+$16.2K
|
+45
|
+0.1%
|
|
|
1541
|
Brady Family Wealth
Saint Louis,
Missouri
|
$20.8M
|
-$521K
|
-1,447
|
-2%
|
|
|
1542
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$20.8M
|
-$4.9M
|
-13,600
|
-19%
|
|
|
1543
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$20.7M
|
-$232K
|
-644
|
-1%
|
|
|
1544
|
Stockman Wealth Management
Billings,
Montana
|
$20.7M
|
-$1.71M
|
-4,753
|
-8%
|
|
|
1545
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$20.7M
|
+$4.68M
|
+13,000
|
+29%
|
|
|
1546
|
Destiny Wealth Partners
Tavares,
Florida
|
$20.7M
|
-$6.88M
|
-19,119
|
-25%
|
|
|
1547
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$20.7M
|
-$1.05M
|
-2,906
|
-5%
|
|
|
1548
|
First Western Trust Bank
Denver,
Colorado
|
$20.7M
|
-$2.5M
|
-6,958
|
-11%
|
|
|
1549
|
Arete Wealth Advisors
Chicago,
Illinois
|
$20.6M
|
+$3.73M
|
+10,374
|
+22%
|
|
|
1550
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$20.6M
|
+$1.19M
|
+3,315
|
+6%
|
|
