|
4601
|
Fortress Investment Group
New York
|
$8.34M
|
+$6.87M
|
3
|
1.18%
|
Increased
|
|
|
4602
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$8.34M
|
$0
|
1
|
2.7%
|
Maintained
|
|
|
4603
|
Thomas Story & Son
Culver,
Indiana
|
$8.34M
|
+$434K
|
3
|
3.2%
|
Increased
|
|
|
4604
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$8.33M
|
+$204K
|
3
|
4.43%
|
Increased
|
|
|
4605
|
Essential Partners
Rancho Santa Fe,
California
|
$8.33M
|
+$7.18M
|
23
|
3.33%
|
New
|
|
|
4606
|
TrueWealth Advisors
Birmingham,
Alabama
|
$8.32M
|
+$372K
|
7
|
2.46%
|
Increased
|
|
|
4607
|
Hunting Hill Global Capital
New York
|
$8.32M
|
+$1.68M
|
1
|
2.27%
|
Increased
|
|
|
4608
|
Creekside Partners
Petaluma,
California
|
$8.3M
|
-$112K
|
6
|
3.94%
|
Reduced
|
|
|
4609
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$8.3M
|
-$753K
|
3
|
5.3%
|
Reduced
|
|
|
4610
|
BayBridge Capital Group
Pleasanton,
California
|
$8.3M
|
+$219K
|
4
|
5.33%
|
Increased
|
|
|
4611
|
Lagoda Investment Management
New York
|
$8.26M
|
-$2.11M
|
3
|
4.68%
|
Reduced
|
|
|
4612
|
Balentine LLC
Atlanta,
Georgia
|
$8.26M
|
+$777K
|
6
|
0.32%
|
Increased
|
|
|
4613
|
Numerai
San Francisco,
California
|
$8.25M
|
+$576K
|
5
|
1.19%
|
Increased
|
|
|
4614
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$8.25M
|
+$262K
|
6
|
1.79%
|
Increased
|
|
|
4615
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$8.25M
|
+$2.84M
|
5
|
2.68%
|
Increased
|
|
|
4616
|
Capital Square
Chattanooga,
Tennessee
|
$8.24M
|
+$232K
|
5
|
4.39%
|
Increased
|
|
|
4617
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$8.22M
|
+$320K
|
6
|
7.51%
|
Increased
|
|
|
4618
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$8.22M
|
-$5.14M
|
3
|
5.82%
|
Reduced
|
|
|
4619
|
Traub Capital Management
Needham,
Massachusetts
|
$8.21M
|
+$7.35M
|
14
|
7.6%
|
New
|
|
|
4620
|
Aquamarine Zurich
Zurich,
Switzerland
|
$8.21M
|
$0
|
2
|
2.65%
|
Maintained
|
|
|
4621
|
Promus Capital
Chicago,
Illinois
|
$8.21M
|
+$757K
|
7
|
5.33%
|
Increased
|
|
|
4622
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$8.2M
|
+$208K
|
4
|
2.61%
|
Increased
|
|
|
4623
|
Adams Asset Advisors
Dallas,
Texas
|
$8.19M
|
-$816K
|
2
|
1.15%
|
Reduced
|
|
|
4624
|
|
$8.18M
|
+$175K
|
2
|
2.04%
|
Increased
|
|
|
4625
|
OneAscent Family Office
Birmingham,
Alabama
|
$8.18M
|
-$3.66M
|
7
|
7.73%
|
Reduced
|
|