|
701
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.12M
|
+$1.1M
|
+24,411
|
New
|
|
|
702
|
KKM Financial
Chicago,
Illinois
|
$1.11M
|
–
|
–
|
–
|
|
|
703
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.1M
|
–
|
–
|
–
|
|
|
704
|
Harbor Capital Advisors
Chicago,
Illinois
|
$1.09M
|
+$1.07M
|
+23,850
|
New
|
|
|
705
|
Keel Point
Huntsville,
Alabama
|
$1.09M
|
+$92.3K
|
+2,057
|
+9%
|
|
|
706
|
Meridian Financial
Holliston,
Massachusetts
|
$1.09M
|
-$8.93K
|
-199
|
-0.8%
|
|
|
707
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.09M
|
+$135
|
+3
|
+0%
|
|
|
708
|
Penobscot Wealth Management
Portland,
Maine
|
$1.09M
|
-$561K
|
-12,506
|
-35%
|
|
|
709
|
Rhodes Investment Advisors
Fort Worth,
Texas
|
$1.09M
|
-$52.9K
|
-1,180
|
-5%
|
|
|
710
|
May Barnhard Investments
Bethesda,
Maryland
|
$1.08M
|
-$5.61K
|
-125
|
-0.5%
|
|
|
711
|
Harrell Investment Partners
Austin,
Texas
|
$1.08M
|
-$274K
|
-6,112
|
-21%
|
|
|
712
|
Collaborative Fund Advisors
Reno,
Nevada
|
$1.08M
|
+$1.05M
|
+23,506
|
New
|
|
|
713
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.08M
|
+$24.2K
|
+540
|
+2%
|
|
|
714
|
Wealthspire Advisors (New York)
New York
|
$1.07M
|
+$48.8K
|
+1,088
|
+5%
|
|
|
715
|
Stone Summit Wealth
Miami,
Florida
|
$1.07M
|
+$35.7K
|
+795
|
+4%
|
|
|
716
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.07M
|
+$133K
|
+2,973
|
+15%
|
|
|
717
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.07M
|
-$18.2K
|
-405
|
-2%
|
|
|
718
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.06M
|
+$80.3K
|
+1,790
|
+8%
|
|
|
719
|
10Elms LLP
Tulsa,
Oklahoma
|
$1.06M
|
+$353K
|
+7,858
|
+52%
|
|
|
720
|
CRA Financial Services
Northfield,
New Jersey
|
$1.05M
|
–
|
–
|
–
|
|
|
721
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.05M
|
+$47.1K
|
+1,050
|
+5%
|
|
|
722
|
Allred Capital Management
Dallas,
Texas
|
$1.05M
|
+$5.03K
|
+112
|
+0.5%
|
|
|
723
|
PCG Asset Management
Gladstone,
New Jersey
|
$1.04M
|
+$38.6K
|
+860
|
+4%
|
|
|
724
|
Fisher Asset Management
Camas,
Washington
|
$1.04M
|
-$99.4K
|
-2,216
|
-9%
|
|
|
725
|
Mirador Capital Partners
Pleasanton,
California
|
$1.04M
|
+$17.4K
|
+388
|
+2%
|
|
