|
251
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$6.35M
|
-$79K
|
-3,192
|
-1%
|
|
|
252
|
SeaCrest Wealth Management
Purchase,
New York
|
$6.29M
|
+$27.3K
|
+1,104
|
+0.5%
|
|
|
253
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.27M
|
–
|
–
|
–
|
|
|
254
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$6.19M
|
+$17.2K
|
+693
|
+0.3%
|
|
|
255
|
ProVise Management Group
Clearwater,
Florida
|
$6.12M
|
-$207K
|
-8,343
|
-3%
|
|
|
256
|
Equitable Holdings
New York
|
$6.05M
|
+$132K
|
+5,332
|
+2%
|
|
|
257
|
Financial Engines Advisors
Santa Clara,
California
|
$6.02M
|
+$26.9K
|
+1,088
|
+0.5%
|
|
|
258
|
Savvy Advisors Inc
New York
|
$6.01M
|
+$205K
|
+8,281
|
+4%
|
|
|
259
|
KCM Investment Advisors
Greenbrae,
California
|
$5.99M
|
+$941
|
+38
|
+0%
|
|
|
260
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$5.94M
|
+$67.2K
|
+2,716
|
+1%
|
|
|
261
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$5.93M
|
–
|
–
|
–
|
|
|
262
|
Vivaldi Capital Management
Chicago,
Illinois
|
$5.93M
|
+$586K
|
+23,672
|
+11%
|
|
|
263
|
L.J. Altfest & Co
New York
|
$5.87M
|
-$3.46K
|
-140
|
-0.1%
|
|
|
264
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$5.87M
|
–
|
–
|
–
|
|
|
265
|
Empirical Wealth Management
Seattle,
Washington
|
$5.79M
|
+$2.6M
|
+105,116
|
+88%
|
|
|
266
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.54M
|
+$23.6K
|
+955
|
+0.4%
|
|
|
267
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$5.46M
|
–
|
–
|
–
|
|
|
268
|
Stratos Investment Management
Beachwood,
Ohio
|
$5.45M
|
-$262K
|
-10,569
|
-5%
|
|
|
269
|
Successful Portfolios
Clearwater,
Florida
|
$5.45M
|
+$30.1K
|
+1,218
|
+0.6%
|
|
|
270
|
Summit Trail Advisors
New York
|
$5.41M
|
-$49.7K
|
-2,007
|
-0.9%
|
|
|
271
|
Cordant Inc
Portland,
Oregon
|
$5.39M
|
-$21.1K
|
-854
|
-0.4%
|
|
|
272
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.37M
|
+$493K
|
+19,921
|
+11%
|
|
|
273
|
Midwestern Financial
Iowa City,
Iowa
|
$5.36M
|
-$1.03M
|
-41,520
|
-17%
|
|
|
274
|
Seed Wealth Management
Evanston,
Illinois
|
$5.35M
|
-$458K
|
-18,520
|
-8%
|
|
|
275
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.27M
|
+$13.8K
|
+557
|
+0.3%
|
|
