|
251
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$1.97M
|
-$802
|
-3
|
-0%
|
|
|
252
|
Montag & Associates
Atlanta,
Georgia
|
$1.97M
|
-$131K
|
-491
|
-6%
|
|
|
253
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.96M
|
–
|
–
|
–
|
|
|
254
|
Mutual Advisors
Omaha,
Nebraska
|
$1.91M
|
-$20.8K
|
-78
|
-1%
|
|
|
255
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.9M
|
+$1.84M
|
+6,868
|
New
|
|
|
256
|
Perigon Wealth Management
San Francisco,
California
|
$1.89M
|
+$203K
|
+760
|
+13%
|
|
|
257
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.88M
|
-$147K
|
-552
|
-8%
|
|
|
258
|
KCM Investment Advisors
Greenbrae,
California
|
$1.87M
|
-$20.8K
|
-78
|
-1%
|
|
|
259
|
Klingman & Associates
New York
|
$1.86M
|
–
|
–
|
–
|
|
|
260
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.85M
|
+$643K
|
+2,406
|
+56%
|
|
|
261
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1.84M
|
-$40.1K
|
-150
|
-2%
|
|
|
262
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.82M
|
-$34.7K
|
-130
|
-2%
|
|
|
263
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.81M
|
-$372K
|
-1,391
|
-18%
|
|
|
264
|
Wealthspire Advisors (New York)
New York
|
$1.8M
|
+$997K
|
+3,731
|
+135%
|
|
|
265
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$1.79M
|
–
|
–
|
–
|
|
|
266
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.77M
|
-$116K
|
-433
|
-6%
|
|
|
267
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.75M
|
+$481K
|
+1,800
|
+40%
|
|
|
268
|
Prosperity Wealth Management
San Ramon,
California
|
$1.75M
|
-$923K
|
-3,456
|
-35%
|
|
|
269
|
TownSquare Capital
Provo,
Utah
|
$1.74M
|
+$27.8K
|
+104
|
+2%
|
|
|
270
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.74M
|
+$11.8K
|
+44
|
+0.7%
|
|
|
271
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.68M
|
+$95.7K
|
+358
|
+6%
|
|
|
272
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$1.68M
|
+$216K
|
+810
|
+15%
|
|
|
273
|
Evercore Wealth Management
New York
|
$1.67M
|
-$37.4K
|
-140
|
-2%
|
|
|
274
|
Beacon Financial Group
Dallas,
Texas
|
$1.65M
|
+$158K
|
+592
|
+11%
|
|
|
275
|
Brown Advisory
Baltimore,
Maryland
|
$1.64M
|
+$14.7K
|
+55
|
+0.9%
|
|
