|
1001
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$364K
|
–
|
–
|
–
|
|
|
1002
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$364K
|
-$10.8K
|
-60
|
-3%
|
|
|
1003
|
Joel Isaacson & Co
New York
|
$363K
|
+$1.26K
|
+7
|
+0.3%
|
|
|
1004
|
Congress Asset Management
Boston,
Massachusetts
|
$362K
|
–
|
–
|
–
|
|
|
1005
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$359K
|
+$1.8K
|
+10
|
+0.5%
|
|
|
1006
|
Reliant Investment Management
Memphis,
Tennessee
|
$358K
|
–
|
–
|
–
|
|
|
1007
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$354K
|
+$367K
|
+2,042
|
New
|
|
|
1008
|
Fiduciary Family Office
Boca Raton,
Florida
|
$354K
|
+$115K
|
+640
|
+46%
|
|
|
1009
|
Fisher Asset Management
Camas,
Washington
|
$353K
|
-$25.2K
|
-140
|
-6%
|
|
|
1010
|
GeoWealth Management
Chicago,
Illinois
|
$353K
|
+$77.3K
|
+430
|
+27%
|
|
|
1011
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$353K
|
-$10.8K
|
-60
|
-3%
|
|
|
1012
|
Merrion Investment Management
Cranford,
New Jersey
|
$352K
|
–
|
–
|
–
|
|
|
1013
|
Stockman Wealth Management
Billings,
Montana
|
$352K
|
-$2.7K
|
-15
|
-0.7%
|
|
|
1014
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$352K
|
+$144K
|
+800
|
+65%
|
|
|
1015
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$350K
|
+$5.03K
|
+28
|
+1%
|
|
|
1016
|
Parsons Capital Management
Providence,
Rhode Island
|
$349K
|
-$87.2K
|
-485
|
-19%
|
|
|
1017
|
Wallace Capital Management
Dallas,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
1018
|
AGH Wealth Advisors
Wichita,
Kansas
|
$347K
|
+$44.4K
|
+247
|
+14%
|
|
|
1019
|
VisionPoint Advisory Group
Dallas,
Texas
|
$347K
|
+$16.4K
|
+91
|
+5%
|
|
|
1020
|
Hutchinson Capital Management
San Rafael,
California
|
$347K
|
+$180
|
+1
|
+0.1%
|
|
|
1021
|
S&CO Inc
Boston,
Massachusetts
|
$346K
|
–
|
–
|
–
|
|
|
1022
|
HUB Investment Partners
Austin,
Texas
|
$345K
|
+$14.9K
|
+83
|
+4%
|
|
|
1023
|
R.M. Davis Inc
Portland,
Maine
|
$345K
|
+$67.1K
|
+373
|
+23%
|
|
|
1024
|
Pine Valley Investments
Marlton,
New Jersey
|
$345K
|
+$10.1K
|
+56
|
+3%
|
|
|
1025
|
Atala Financial
Calabasas,
California
|
$344K
|
+$126K
|
+700
|
+55%
|
|
