|
251
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$824K
|
-$44.5K
|
-851
|
-5%
|
|
|
252
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$824K
|
-$52
|
-1
|
-0%
|
|
|
253
|
Yukon Wealth Management
Overland Park,
Kansas
|
$813K
|
+$1.15K
|
+22
|
+0.1%
|
|
|
254
|
Fort Point Capital Partners
San Francisco,
California
|
$799K
|
–
|
–
|
–
|
|
|
255
|
Howland Capital Management
Boston,
Massachusetts
|
$789K
|
-$35K
|
-670
|
-4%
|
|
|
256
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$787K
|
+$21.2K
|
+406
|
+3%
|
|
|
257
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$774K
|
-$71.6K
|
-1,371
|
-9%
|
|
|
258
|
Kestra Private Wealth Services
Austin,
Texas
|
$774K
|
+$74.4K
|
+1,424
|
+11%
|
|
|
259
|
PFG Investments
Woodbury,
New York
|
$770K
|
+$28K
|
+535
|
+4%
|
|
|
260
|
Facet Wealth Inc
Baltimore,
Maryland
|
$760K
|
+$94.8K
|
+1,815
|
+15%
|
|
|
261
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$757K
|
+$568K
|
+10,860
|
+238%
|
|
|
262
|
Sage Advisory Services
Austin,
Texas
|
$746K
|
-$23.7K
|
-453
|
-3%
|
|
|
263
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$744K
|
–
|
–
|
–
|
|
|
264
|
Brown Brothers Harriman & Co
New York
|
$740K
|
–
|
–
|
–
|
|
|
265
|
Coldstream Capital Management
Bellevue,
Washington
|
$736K
|
–
|
–
|
–
|
|
|
266
|
Portland Global Advisors
Portland,
Maine
|
$726K
|
–
|
–
|
–
|
|
|
267
|
Asset Dedication LLC
San Francisco,
California
|
$724K
|
-$75.4K
|
-1,443
|
-10%
|
|
|
268
|
Evolve Private Wealth
Los Angeles,
California
|
$722K
|
-$49.2K
|
-941
|
-7%
|
|
|
269
|
Summit Wealth Group
White River Junction,
Vermont
|
$718K
|
-$51.9K
|
-994
|
-7%
|
|
|
270
|
Tortoise Investment Management
White Plains,
New York
|
$703K
|
-$52.9K
|
-1,013
|
-7%
|
|
|
271
|
Capital Advantage
Walnut Creek,
California
|
$700K
|
-$3.14K
|
-60
|
-0.5%
|
|
|
272
|
Diversified Trust
Memphis,
Tennessee
|
$699K
|
+$8.62K
|
+165
|
+1%
|
|
|
273
|
PDS Planning
Dublin,
Ohio
|
$697K
|
-$3.03K
|
-58
|
-0.5%
|
|
|
274
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$697K
|
+$4.76K
|
+91
|
+0.7%
|
|
|
275
|
World Investment Advisors
Santa Barbara,
California
|
$692K
|
-$14.5K
|
-277
|
-2%
|
|
