|
1001
|
Red Door Wealth Management
Memphis,
Tennessee
|
$3.75M
|
+$527K
|
+6,686
|
+17%
|
|
|
1002
|
SG Americas Securities
New York
|
$3.74M
|
-$16.9M
|
-214,493
|
-82%
|
|
|
1003
|
Coastline Trust
Providence,
Rhode Island
|
$3.73M
|
-$139K
|
-1,767
|
-4%
|
|
|
1004
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$3.71M
|
+$293K
|
+3,713
|
New
|
|
|
1005
|
Second Half Financial Partners
Sebring,
Florida
|
$3.71M
|
+$3.8M
|
+48,162
|
New
|
|
|
1006
|
Cypress Asset Management
Houston,
Texas
|
$3.71M
|
-$611K
|
-7,751
|
-15%
|
|
|
1007
|
Abbrea Capital
Greenbrae,
California
|
$3.7M
|
-$56.8K
|
-720
|
-2%
|
|
|
1008
|
Curi RMB Capital
Chicago,
Illinois
|
$3.7M
|
+$323K
|
+4,103
|
+10%
|
|
|
1009
|
Jag Capital Management
St Louis,
Missouri
|
$3.7M
|
+$2.64M
|
+33,531
|
+233%
|
|
|
1010
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.68M
|
+$691K
|
+8,763
|
+24%
|
|
|
1011
|
Leavell Investment Management
Mobile,
Alabama
|
$3.67M
|
-$43.9K
|
-557
|
-1%
|
|
|
1012
|
Avitas Wealth Management
Los Angeles,
California
|
$3.67M
|
-$1.32M
|
-16,751
|
-27%
|
|
|
1013
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$3.66M
|
+$1.1K
|
+14
|
+0%
|
|
|
1014
|
Bray Capital Advisors
Naples,
Florida
|
$3.66M
|
-$18.7K
|
-237
|
-0.5%
|
|
|
1015
|
Cozad Asset Management
Champaign,
Illinois
|
$3.66M
|
+$298K
|
+3,782
|
+9%
|
|
|
1016
|
Asio Capital
Lexington,
Kentucky
|
$3.65M
|
+$339K
|
+4,301
|
+11%
|
|
|
1017
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.64M
|
+$322K
|
+4,085
|
+10%
|
|
|
1018
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.64M
|
-$37.5K
|
-476
|
-1%
|
|
|
1019
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$3.63M
|
-$9.86K
|
-125
|
-0.3%
|
|
|
1020
|
Scott & Selber Inc
Houston,
Texas
|
$3.63M
|
-$262K
|
-3,319
|
-7%
|
|
|
1021
|
Belpointe Asset Management
Reno,
Nevada
|
$3.62M
|
+$752K
|
+9,534
|
+28%
|
|
|
1022
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.62M
|
-$296K
|
-3,759
|
-8%
|
|
|
1023
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$3.62M
|
–
|
–
|
–
|
|
|
1024
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$3.62M
|
+$3.22M
|
+40,790
|
+1,245%
|
|
|
1025
|
Conning Inc
Hartford,
Connecticut
|
$3.62M
|
-$4.18K
|
-53
|
-0.1%
|
|
