|
251
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.68M
|
-$500K
|
-22,683
|
-9%
|
|
|
252
|
Financial Engines Advisors
Santa Clara,
California
|
$5.55M
|
-$618K
|
-28,061
|
-11%
|
|
|
253
|
KCM Investment Advisors
Greenbrae,
California
|
$5.55M
|
+$837
|
+38
|
+0%
|
|
|
254
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$5.5M
|
+$1.34M
|
+60,638
|
+36%
|
|
|
255
|
Equitable Holdings
New York
|
$5.48M
|
+$768K
|
+34,852
|
+18%
|
|
|
256
|
L.J. Altfest & Co
New York
|
$5.45M
|
-$294K
|
-13,336
|
-6%
|
|
|
257
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$5.44M
|
+$5.03M
|
+228,227
|
New
|
|
|
258
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$5.44M
|
+$11K
|
+500
|
+0.2%
|
|
|
259
|
Seed Wealth Management
Evanston,
Illinois
|
$5.4M
|
-$11K
|
-500
|
-0.2%
|
|
|
260
|
Brighton Jones LLC
Seattle,
Washington
|
$5.37M
|
+$62.8K
|
+2,852
|
+1%
|
|
|
261
|
Savvy Advisors Inc
New York
|
$5.37M
|
+$4.47M
|
+203,096
|
+910%
|
|
|
262
|
Stratos Investment Management
Beachwood,
Ohio
|
$5.3M
|
+$741K
|
+33,626
|
+18%
|
|
|
263
|
Atria Wealth Solutions
New York
|
$5.28M
|
-$1.29M
|
-58,395
|
-21%
|
|
|
264
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.15M
|
+$402K
|
+18,232
|
+9%
|
|
|
265
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.11M
|
+$8.63K
|
+392
|
+0.2%
|
|
|
266
|
Summit Trail Advisors
New York
|
$5.07M
|
+$4.68M
|
+212,593
|
New
|
|
|
267
|
Strategic Financial Concepts
San Antonio,
Texas
|
$5.06M
|
-$308K
|
-13,965
|
-6%
|
|
|
268
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$5.06M
|
–
|
–
|
–
|
|
|
269
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$5.03M
|
-$92.2K
|
-4,185
|
-2%
|
|
|
270
|
Successful Portfolios
Clearwater,
Florida
|
$5.02M
|
-$152K
|
-6,893
|
-3%
|
|
|
271
|
Cordant Inc
Portland,
Oregon
|
$5.02M
|
+$664K
|
+30,166
|
+17%
|
|
|
272
|
Vivaldi Capital Management
Chicago,
Illinois
|
$4.93M
|
-$85K
|
-3,857
|
-2%
|
|
|
273
|
Tudor Investment Corp
Stamford,
Connecticut
|
$4.88M
|
+$2.33M
|
+105,930
|
+107%
|
|
|
274
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.87M
|
+$403K
|
+18,300
|
+10%
|
|
|
275
|
Farnam Financial
Phoenix,
Arizona
|
$4.87M
|
-$335K
|
-15,225
|
-7%
|
|
