|
1001
|
Novare Capital Management
Charlotte,
North Carolina
|
$360K
|
+$102K
|
+769
|
+43%
|
|
|
1002
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$359K
|
-$398
|
-3
|
-0.1%
|
|
|
1003
|
Occidental Asset Management
Burlingame,
California
|
$359K
|
+$19K
|
+143
|
+6%
|
|
|
1004
|
Brown Advisory Securities
Baltimore,
Maryland
|
$356K
|
-$12.2K
|
-92
|
-4%
|
|
|
1005
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$354K
|
+$359K
|
+2,706
|
New
|
|
|
1006
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$351K
|
-$263K
|
-1,979
|
-44%
|
|
|
1007
|
Washington Trust Bank
Spokane,
Washington
|
$349K
|
+$329K
|
+2,476
|
New
|
|
|
1008
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$347K
|
+$6.77K
|
+51
|
+2%
|
|
|
1009
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$346K
|
+$68.6K
|
+517
|
+27%
|
|
|
1010
|
Fort Point Capital Partners
San Francisco,
California
|
$344K
|
-$3.32K
|
-25
|
-1%
|
|
|
1011
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$344K
|
–
|
–
|
–
|
|
|
1012
|
My Personal CFO LLC
Vancouver,
Washington
|
$343K
|
+$324K
|
+2,438
|
New
|
|
|
1013
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$342K
|
+$8.1K
|
+61
|
+3%
|
|
|
1014
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$339K
|
–
|
–
|
–
|
|
|
1015
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$339K
|
+$3.32K
|
+25
|
+1%
|
|
|
1016
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$338K
|
-$1.01M
|
-7,600
|
-76%
|
|
|
1017
|
Icon Wealth Partners
Houston,
Texas
|
$338K
|
-$10.9K
|
-82
|
-3%
|
|
|
1018
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$337K
|
–
|
–
|
–
|
|
|
1019
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$336K
|
+$317K
|
+2,386
|
New
|
|
|
1020
|
SignatureFD
Atlanta,
Georgia
|
$336K
|
+$198K
|
+1,491
|
+167%
|
|
|
1021
|
HM Payson & Co
Portland,
Maine
|
$336K
|
+$279K
|
+2,099
|
+726%
|
|
|
1022
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$335K
|
-$494K
|
-3,717
|
-61%
|
|
|
1023
|
Dowling & Yahnke
San Diego,
California
|
$334K
|
–
|
–
|
–
|
|
|
1024
|
Ritholtz Wealth Management
New York
|
$331K
|
+$312K
|
+2,349
|
New
|
|
|
1025
|
DFPG Investments
Sandy,
Utah
|
$330K
|
-$5.84K
|
-44
|
-2%
|
|
