|
1001
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$359K
|
–
|
–
|
–
|
|
|
1002
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$356K
|
–
|
–
|
–
|
|
|
1003
|
Parcion Private Wealth
Bellevue,
Washington
|
$353K
|
+$370K
|
+3,418
|
New
|
|
|
1004
|
HC Advisors
Sandy Springs,
Georgia
|
$348K
|
+$81.4K
|
+751
|
+28%
|
|
|
1005
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$348K
|
+$112K
|
+1,029
|
+47%
|
|
|
1006
|
Willner & Heller
Encino,
California
|
$344K
|
-$27.1K
|
-250
|
-7%
|
|
|
1007
|
Keebeck Wealth Management
Chicago,
Illinois
|
$344K
|
+$650
|
+6
|
+0.2%
|
|
|
1008
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$342K
|
+$5.42K
|
+50
|
+2%
|
|
|
1009
|
Acropolis Investment Management
St. Louis,
Missouri
|
$342K
|
+$364K
|
+3,363
|
New
|
|
|
1010
|
Zuckerman Investment Group
Chicago,
Illinois
|
$340K
|
–
|
–
|
–
|
|
|
1011
|
InterOcean Capital Group
Nashville,
Tennessee
|
$338K
|
+$360K
|
+3,324
|
New
|
|
|
1012
|
Waterfront Wealth
Overland Park,
Kansas
|
$336K
|
+$12.7K
|
+117
|
+4%
|
|
|
1013
|
GM Advisory Group
Melville,
New York
|
$335K
|
+$26.6K
|
+245
|
+8%
|
|
|
1014
|
Ingalls & Snyder LLC
New York
|
$334K
|
+$54.2K
|
+500
|
+18%
|
|
|
1015
|
Gill Capital Partners
Denver,
Colorado
|
$333K
|
–
|
–
|
–
|
|
|
1016
|
MilWealth Group
Milwaukee,
Wisconsin
|
$332K
|
–
|
–
|
–
|
|
|
1017
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$331K
|
–
|
–
|
–
|
|
|
1018
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$331K
|
+$55.8K
|
+515
|
+19%
|
|
|
1019
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$330K
|
+$351K
|
+3,242
|
New
|
|
|
1020
|
MONECO Advisors
Fairfield,
Connecticut
|
$328K
|
+$23.4K
|
+216
|
+7%
|
|
|
1021
|
R.M. Davis Inc
Portland,
Maine
|
$327K
|
+$97.5K
|
+900
|
+39%
|
|
|
1022
|
TrueWealth Advisors
Birmingham,
Alabama
|
$327K
|
+$97.7K
|
+902
|
+39%
|
|
|
1023
|
Evercore Wealth Management
New York
|
$326K
|
–
|
–
|
–
|
|
|
1024
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$326K
|
+$348K
|
+3,210
|
New
|
|
|
1025
|
Alpine Woods Capital Investors
Purchase,
New York
|
$325K
|
–
|
–
|
–
|
|
