|
1001
|
Segment Wealth Management
Houston,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
1002
|
Fort Point Capital Partners
San Francisco,
California
|
$247K
|
–
|
–
|
–
|
|
|
1003
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$247K
|
–
|
–
|
–
|
|
|
1004
|
Zhang Financial
Portage,
Michigan
|
$247K
|
–
|
–
|
–
|
|
|
1005
|
Chevy Chase Trust
Bethesda,
Maryland
|
$244K
|
–
|
–
|
–
|
|
|
1006
|
Edgestream Partners
Princeton,
New Jersey
|
$244K
|
+$250K
|
+4,165
|
New
|
|
|
1007
|
RVW Wealth
Los Angeles,
California
|
$243K
|
+$249K
|
+4,148
|
New
|
|
|
1008
|
Navalign LLC
Encino,
California
|
$242K
|
+$30.9K
|
+515
|
+14%
|
|
|
1009
|
JFG Wealth Management
Denver,
Colorado
|
$242K
|
–
|
–
|
–
|
|
|
1010
|
KCM Investment Advisors
Greenbrae,
California
|
$242K
|
-$1.2K
|
-20
|
-0.5%
|
|
|
1011
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$241K
|
+$248K
|
+4,123
|
New
|
|
|
1012
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$239K
|
+$9.49K
|
+158
|
+4%
|
|
|
1013
|
Garrison Point Advisors
Walnut Creek,
California
|
$238K
|
–
|
–
|
–
|
|
|
1014
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$237K
|
+$170K
|
+2,832
|
New
|
|
|
1015
|
Ritholtz Wealth Management
New York
|
$237K
|
-$364K
|
-6,060
|
-60%
|
|
|
1016
|
Allred Capital Management
Dallas,
Texas
|
$235K
|
-$14.2K
|
-237
|
-6%
|
|
|
1017
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$235K
|
-$34K
|
-566
|
-12%
|
|
|
1018
|
McDonald Partners
Cleveland,
Ohio
|
$234K
|
–
|
–
|
–
|
|
|
1019
|
Holland Advisory Services
Ormond Beach,
Florida
|
$234K
|
+$540
|
+9
|
+0.2%
|
|
|
1020
|
High Net Worth Advisory Group
Naples,
Florida
|
$234K
|
-$3.54K
|
-59
|
-1%
|
|
|
1021
|
Westwood Holdings Group
Dallas,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
1022
|
Jag Capital Management
St Louis,
Missouri
|
$234K
|
-$6.13K
|
-102
|
-2%
|
|
|
1023
|
Wealth Alliance
Mellville,
New York
|
$233K
|
-$13.6K
|
-227
|
-5%
|
|
|
1024
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$232K
|
–
|
–
|
–
|
|
|
1025
|
Freedom Day Solutions
Houston,
Texas
|
$230K
|
-$10.6K
|
-177
|
-4%
|
|
