|
476
|
Montag & Associates
Atlanta,
Georgia
|
$1.37M
|
–
|
–
|
–
|
|
|
477
|
Clearstead Trust
Portland,
Maine
|
$1.37M
|
–
|
–
|
–
|
|
|
478
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.36M
|
+$37.1K
|
+165
|
+3%
|
|
|
479
|
Bowman & Company
Oshkosh,
Wisconsin
|
$1.36M
|
-$10.3K
|
-46
|
-0.8%
|
|
|
480
|
Wealthfront Advisers
Palo Alto,
California
|
$1.35M
|
+$252K
|
+1,121
|
+23%
|
|
|
481
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$1.35M
|
+$923K
|
+4,105
|
+226%
|
|
|
482
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.35M
|
+$3.6K
|
+16
|
+0.3%
|
|
|
483
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.32M
|
+$78.7K
|
+350
|
+6%
|
|
|
484
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.32M
|
+$118K
|
+523
|
+10%
|
|
|
485
|
Fisher Funds Management
Auckland,
New Zealand
|
$1.32M
|
+$1.3M
|
+5,775
|
New
|
|
|
486
|
Burney Company
Reston,
Virginia
|
$1.31M
|
-$252K
|
-1,122
|
-16%
|
|
|
487
|
Bourgeon Capital Management
Darien,
Connecticut
|
$1.31M
|
+$1.29M
|
+5,751
|
New
|
|
|
488
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.3M
|
+$34.4K
|
+153
|
+3%
|
|
|
489
|
Congress Asset Management
Boston,
Massachusetts
|
$1.29M
|
-$226K
|
-1,006
|
-15%
|
|
|
490
|
Meeder Advisory Services
Dublin,
Ohio
|
$1.29M
|
+$192K
|
+852
|
+18%
|
|
|
491
|
Prospect Hill Management
Short Hills,
New Jersey
|
$1.28M
|
-$97.8K
|
-435
|
-7%
|
|
|
492
|
Caldwell Trust
Venice,
Florida
|
$1.26M
|
-$721K
|
-3,205
|
-37%
|
|
|
493
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.24M
|
+$123K
|
+549
|
+11%
|
|
|
494
|
ABLE Financial Group
Scottsdale,
Arizona
|
$1.24M
|
-$23.6K
|
-105
|
-2%
|
|
|
495
|
Philip James Wealth Mangement
Milton,
Georgia
|
$1.23M
|
-$156K
|
-693
|
-11%
|
|
|
496
|
Howard Capital Management
Roswell,
Georgia
|
$1.22M
|
-$13.9K
|
-62
|
-1%
|
|
|
497
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.22M
|
+$28.3K
|
+126
|
+2%
|
|
|
498
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.22M
|
-$61.8K
|
-275
|
-5%
|
|
|
499
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.21M
|
+$189K
|
+842
|
+19%
|
|
|
500
|
William Blair & Company
Chicago,
Illinois
|
$1.21M
|
-$79.8K
|
-355
|
-6%
|
|
