|
3001
|
OneAscent Financial Services
Birmingham,
Alabama
|
$414K
|
+$396K
|
+3,421
|
New
|
|
|
3002
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$413K
|
–
|
–
|
–
|
|
|
3003
|
Flossbach Von Storch
Cologne,
Germany
|
$411K
|
–
|
–
|
–
|
|
|
3004
|
Tolleson Wealth Management
Dallas,
Texas
|
$411K
|
+$394K
|
+3,400
|
New
|
|
|
3005
|
Crown Wealth Group
Charlotte,
North Carolina
|
$410K
|
+$4.28K
|
+37
|
+1%
|
|
|
3006
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$409K
|
+$29.2K
|
+252
|
+8%
|
|
|
3007
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$408K
|
+$28.8K
|
+249
|
+8%
|
|
|
3008
|
Smith Anglin Financial
Dallas,
Texas
|
$408K
|
+$22.9K
|
+198
|
+6%
|
|
|
3009
|
National Wealth Management Group
Cincinnati,
Ohio
|
$408K
|
-$16K
|
-138
|
-4%
|
|
|
3010
|
Howard Capital Management
Roswell,
Georgia
|
$408K
|
–
|
–
|
–
|
|
|
3011
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$407K
|
+$24.9K
|
+215
|
+7%
|
|
|
3012
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$407K
|
+$579
|
+5
|
+0.1%
|
|
|
3013
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$406K
|
-$18.5K
|
-160
|
-5%
|
|
|
3014
|
Investment Advisory Services
The Woodlands,
Texas
|
$405K
|
+$6.83K
|
+59
|
+2%
|
|
|
3015
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$404K
|
+$387K
|
+3,340
|
New
|
|
|
3016
|
MAS Advisors
Miami,
Florida
|
$402K
|
–
|
–
|
–
|
|
|
3017
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$402K
|
+$76.4K
|
+660
|
+25%
|
|
|
3018
|
Court Place Advisors
Ellicott City,
Maryland
|
$402K
|
–
|
–
|
–
|
|
|
3019
|
Hourglass Capital
Houston,
Texas
|
$399K
|
–
|
–
|
–
|
|
|
3020
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$399K
|
+$11.6K
|
+100
|
+3%
|
|
|
3021
|
Covestor
London,
United Kingdom
|
$399K
|
-$22.7K
|
-196
|
-6%
|
|
|
3022
|
PSI Advisors
Tampa,
Florida
|
$399K
|
+$70.6K
|
+610
|
+23%
|
|
|
3023
|
Beech Hill Advisors
New York
|
$399K
|
-$23.6K
|
-204
|
-6%
|
|
|
3024
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$398K
|
–
|
–
|
–
|
|
|
3025
|
Arrien Investments
Boise,
Idaho
|
$398K
|
-$16.1K
|
-139
|
-4%
|
|
