|
301
|
Recurrent Investment Advisors
Houston,
Texas
|
$932K
|
+$50K
|
+813
|
+6%
|
|
|
302
|
Leisure Capital Management
Costa Mesa,
California
|
$920K
|
+$171K
|
+2,778
|
+22%
|
|
|
303
|
Argent Trust Co
Nashville,
Tennessee
|
$914K
|
-$6.16K
|
-100
|
-0.7%
|
|
|
304
|
Park Avenue Securities
New York
|
$898K
|
+$34K
|
+553
|
+4%
|
|
|
305
|
DGS Capital Management
Jersey City,
New Jersey
|
$898K
|
-$61.1K
|
-992
|
-6%
|
|
|
306
|
Evelyn Partners Asset Management
London,
|
$888K
|
+$41.8K
|
+679
|
+5%
|
|
|
307
|
Callan Family Office
Radnor,
Pennsylvania
|
$886K
|
-$211K
|
-3,421
|
-19%
|
|
|
308
|
Berkeley Capital Partners
Milton,
Georgia
|
$886K
|
+$159K
|
+2,576
|
+21%
|
|
|
309
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$878K
|
+$899K
|
+14,609
|
New
|
|
|
310
|
Evergreen Capital Management
Bellevue,
Washington
|
$870K
|
-$125K
|
-2,031
|
-13%
|
|
|
311
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$867K
|
-$76.8K
|
-1,248
|
-8%
|
|
|
312
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$862K
|
+$241K
|
+3,912
|
+37%
|
|
|
313
|
FCG Investment Company
Germantown,
Tennessee
|
$853K
|
-$510K
|
-8,290
|
-37%
|
|
|
314
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$848K
|
-$33.9K
|
-550
|
-4%
|
|
|
315
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$839K
|
+$203K
|
+3,290
|
+31%
|
|
|
316
|
William Blair & Company
Chicago,
Illinois
|
$839K
|
-$217K
|
-3,523
|
-20%
|
|
|
317
|
RFG Advisory
Birmingham,
Alabama
|
$831K
|
+$851K
|
+13,824
|
New
|
|
|
318
|
Vontobel Holding
Zurich,
Switzerland
|
$823K
|
+$276K
|
+4,488
|
+49%
|
|
|
319
|
Ellsworth Advisors
Hudson,
Ohio
|
$823K
|
+$157K
|
+2,553
|
+23%
|
|
|
320
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$818K
|
-$10.9K
|
-177
|
-1%
|
|
|
321
|
First City Capital Management
Savannah,
Georgia
|
$810K
|
-$7.39K
|
-120
|
-0.9%
|
|
|
322
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$808K
|
-$29.5K
|
-480
|
-3%
|
|
|
323
|
Bailard
Foster City,
California
|
$799K
|
+$108K
|
+1,757
|
+15%
|
|
|
324
|
Compass Wealth Management
Guilford,
Connecticut
|
$792K
|
-$30.8K
|
-500
|
-4%
|
|
|
325
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$776K
|
+$43.7K
|
+710
|
+6%
|
|
