|
501
|
Filament
Seattle,
Washington
|
$870K
|
–
|
–
|
–
|
|
|
502
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$868K
|
–
|
–
|
–
|
|
|
503
|
Aspiriant LLC
Los Angeles,
California
|
$863K
|
-$47.4K
|
-432
|
-5%
|
|
|
504
|
|
$861K
|
+$862K
|
+7,852
|
New
|
|
|
505
|
Cambiar Investors
Denver,
Colorado
|
$847K
|
+$396K
|
+3,610
|
+88%
|
|
|
506
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$840K
|
-$27.7K
|
-252
|
-3%
|
|
|
507
|
Truepoint Inc
Cincinnati,
Ohio
|
$839K
|
-$1.9M
|
-17,339
|
-69%
|
|
|
508
|
Cornerstone Management
Duluth,
Georgia
|
$839K
|
+$29.6K
|
+270
|
+4%
|
|
|
509
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$828K
|
-$14.8K
|
-135
|
-2%
|
|
|
510
|
Tompkins Financial
Ithaca,
New York
|
$828K
|
+$34.4K
|
+313
|
+4%
|
|
|
511
|
SFMG Wealth Advisors
Plano,
Texas
|
$824K
|
-$136K
|
-1,243
|
-14%
|
|
|
512
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$823K
|
-$245K
|
-2,230
|
-23%
|
|
|
513
|
NewFocus Financial Group
Vancouver,
Washington
|
$813K
|
+$52.3K
|
+476
|
+7%
|
|
|
514
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$809K
|
-$64.8K
|
-590
|
-7%
|
|
|
515
|
WealthPLAN Partners
Omaha,
Nebraska
|
$808K
|
+$810K
|
+7,376
|
New
|
|
|
516
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$798K
|
-$164K
|
-1,491
|
-17%
|
|
|
517
|
Freedom Investment Management
Hartford,
Connecticut
|
$794K
|
+$18.3K
|
+167
|
+2%
|
|
|
518
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$786K
|
–
|
–
|
–
|
|
|
519
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$773K
|
+$775K
|
+7,062
|
New
|
|
|
520
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$754K
|
+$131K
|
+1,194
|
+21%
|
|
|
521
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$746K
|
+$170K
|
+1,547
|
+29%
|
|
|
522
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$742K
|
-$88.4K
|
-805
|
-11%
|
|
|
523
|
Patten Group
Chattanooga,
Tennessee
|
$739K
|
+$20K
|
+182
|
+3%
|
|
|
524
|
Jasper Ridge Partners
Menlo Park,
California
|
$731K
|
+$525K
|
+4,778
|
+252%
|
|
|
525
|
EFG Asset Management (Americas)
Miami,
Florida
|
$728K
|
-$385K
|
-3,509
|
-35%
|
|
