|
251
|
ProVise Management Group
Clearwater,
Florida
|
$5.35M
|
-$341K
|
-14,969
|
-6%
|
|
|
252
|
Red Door Wealth Management
Memphis,
Tennessee
|
$5.33M
|
+$80.6K
|
+3,542
|
+1%
|
|
|
253
|
Parallel Advisors
San Francisco,
California
|
$5.29M
|
+$814K
|
+35,765
|
+17%
|
|
|
254
|
Chevy Chase Trust
Bethesda,
Maryland
|
$5.25M
|
-$76.2K
|
-3,348
|
-1%
|
|
|
255
|
L.J. Altfest & Co
New York
|
$5.21M
|
+$838K
|
+36,834
|
+18%
|
|
|
256
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$5.18M
|
+$68.8K
|
+3,023
|
+1%
|
|
|
257
|
SeaCrest Wealth Management
Purchase,
New York
|
$5.14M
|
-$239K
|
-10,496
|
-4%
|
|
|
258
|
Summit Financial
Parsippany,
New Jersey
|
$5.11M
|
+$3.22M
|
+141,455
|
+147%
|
|
|
259
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$5.07M
|
+$64.1K
|
+2,820
|
+1%
|
|
|
260
|
KCM Investment Advisors
Greenbrae,
California
|
$5.01M
|
+$887
|
+39
|
+0%
|
|
|
261
|
Private Advisor Group
Morristown,
New Jersey
|
$4.97M
|
+$449K
|
+19,725
|
+9%
|
|
|
262
|
Mutual Advisors
Omaha,
Nebraska
|
$4.95M
|
+$29.9K
|
+1,314
|
+0.6%
|
|
|
263
|
Pullen Investment Management
Bradenton,
Florida
|
$4.95M
|
-$24.4K
|
-1,072
|
-0.5%
|
|
|
264
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$4.9M
|
+$5.18M
|
+227,679
|
New
|
|
|
265
|
Marcum Wealth
Cleveland,
Ohio
|
$4.9M
|
+$5.17M
|
+227,420
|
New
|
|
|
266
|
Seed Wealth Management
Evanston,
Illinois
|
$4.89M
|
+$400K
|
+17,590
|
+8%
|
|
|
267
|
Strategic Financial Concepts
San Antonio,
Texas
|
$4.87M
|
-$40.8K
|
-1,795
|
-0.8%
|
|
|
268
|
Seaside Wealth Management
Carlsbad,
California
|
$4.85M
|
+$1.77M
|
+77,792
|
+53%
|
|
|
269
|
Brighton Jones LLC
Seattle,
Washington
|
$4.79M
|
-$136K
|
-5,963
|
-3%
|
|
|
270
|
Farnam Financial
Phoenix,
Arizona
|
$4.72M
|
+$29K
|
+1,274
|
+0.6%
|
|
|
271
|
Successful Portfolios
Clearwater,
Florida
|
$4.69M
|
-$27.1K
|
-1,192
|
-0.5%
|
|
|
272
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$4.65M
|
+$17.6K
|
+775
|
+0.4%
|
|
|
273
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$4.63M
|
-$126K
|
-5,540
|
-3%
|
|
|
274
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.61M
|
–
|
–
|
–
|
|
|
275
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$4.57M
|
–
|
–
|
–
|
|
