|
1051
|
Annandale Capital
Dallas,
Texas
|
$13.6M
|
-$41.8K
|
-84
|
-0.3%
|
|
|
1052
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$13.6M
|
-$109K
|
-220
|
-0.8%
|
|
|
1053
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$13.6M
|
+$188K
|
+378
|
+1%
|
|
|
1054
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$13.5M
|
-$874K
|
-1,757
|
-6%
|
|
|
1055
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$13.5M
|
+$220K
|
+443
|
+2%
|
|
|
1056
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$13.4M
|
+$608K
|
+1,222
|
+5%
|
|
|
1057
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$13.4M
|
+$41.8K
|
+84
|
+0.3%
|
|
|
1058
|
Washington Trust
Westerly,
Rhode Island
|
$13.4M
|
+$1.51M
|
+3,040
|
+13%
|
|
|
1059
|
Gifford Fong Associates
Lafayette,
California
|
$13.3M
|
–
|
–
|
–
|
|
|
1060
|
Bay Colony Advisors
Concord,
Massachusetts
|
$13.3M
|
-$909K
|
-1,828
|
-6%
|
|
|
1061
|
Leo Wealth LLC
Hurst,
Texas
|
$13.3M
|
+$5.62M
|
+11,293
|
+75%
|
|
|
1062
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$13.3M
|
-$12.1M
|
-24,275
|
-48%
|
|
|
1063
|
Financial Engines Advisors
Santa Clara,
California
|
$13.3M
|
+$12.9K
|
+26
|
+0.1%
|
|
|
1064
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$13.3M
|
-$44.8K
|
-90
|
-0.3%
|
|
|
1065
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$13.2M
|
+$4.42M
|
+8,878
|
+51%
|
|
|
1066
|
OneAscent Financial Services
Birmingham,
Alabama
|
$13.2M
|
-$3.69M
|
-7,408
|
-22%
|
|
|
1067
|
SCS Capital Management
Boston,
Massachusetts
|
$13.2M
|
-$1.99M
|
-3,997
|
-13%
|
|
|
1068
|
Howard Capital Management
Roswell,
Georgia
|
$13.2M
|
+$262K
|
+527
|
+2%
|
|
|
1069
|
Sprott Inc
Toronto,
Ontario, Canada
|
$13.1M
|
-$62.2K
|
-125
|
-0.5%
|
|
|
1070
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$13.1M
|
+$13M
|
+26,112
|
New
|
|
|
1071
|
Summit Financial Strategies
Columbus,
Ohio
|
$13.1M
|
-$200K
|
-402
|
-2%
|
|
|
1072
|
Harris Associates
Chicago,
Illinois
|
$13.1M
|
-$521K
|
-1,047
|
-4%
|
|
|
1073
|
Zhang Financial
Portage,
Michigan
|
$13M
|
+$546K
|
+1,098
|
+4%
|
|
|
1074
|
Hudock Inc
Williamsport,
Pennsylvania
|
$13M
|
+$335K
|
+673
|
+3%
|
|
|
1075
|
Stokes Family Office
New Orleans,
Louisiana
|
$13M
|
-$693K
|
-1,393
|
-5%
|
|
