|
251
|
ProVise Management Group
Clearwater,
Florida
|
$6.51M
|
+$258K
|
+9,896
|
+4%
|
|
|
252
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$6.45M
|
-$23.9K
|
-917
|
-0.4%
|
|
|
253
|
Seaside Wealth Management
Carlsbad,
California
|
$6.45M
|
-$171K
|
-6,551
|
-3%
|
|
|
254
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$6.41M
|
+$6.36M
|
+244,264
|
New
|
|
|
255
|
Joule Financial
Lexington,
Kentucky
|
$6.33M
|
+$1.39M
|
+53,540
|
+29%
|
|
|
256
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.33M
|
-$69.6K
|
-2,674
|
-1%
|
|
|
257
|
Equitable Holdings
New York
|
$6.32M
|
+$151K
|
+5,793
|
+2%
|
|
|
258
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$6.31M
|
+$130
|
+5
|
+0%
|
|
|
259
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$6.3M
|
+$251K
|
+9,632
|
+4%
|
|
|
260
|
Clark Asset Management
Stratham,
New Hampshire
|
$6.27M
|
+$4.84M
|
+185,853
|
+349%
|
|
|
261
|
Firestone Capital Management
Coral Gables,
Florida
|
$6.26M
|
-$412K
|
-15,835
|
-6%
|
|
|
262
|
Financial Engines Advisors
Santa Clara,
California
|
$6.13M
|
-$13.1K
|
-504
|
-0.2%
|
|
|
263
|
KCM Investment Advisors
Greenbrae,
California
|
$6.11M
|
+$1.04K
|
+40
|
+0%
|
|
|
264
|
Asset Advisory Group
Kinnelon,
New Jersey
|
$6.07M
|
+$6.03M
|
+231,540
|
New
|
|
|
265
|
Vivaldi Capital Management
Chicago,
Illinois
|
$6.03M
|
-$17.5K
|
-672
|
-0.3%
|
|
|
266
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$5.99M
|
–
|
–
|
–
|
|
|
267
|
Successful Portfolios
Clearwater,
Florida
|
$5.97M
|
+$285K
|
+10,932
|
+5%
|
|
|
268
|
Savvy Advisors Inc
New York
|
$5.96M
|
-$164K
|
-6,281
|
-3%
|
|
|
269
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.95M
|
+$468K
|
+17,970
|
+9%
|
|
|
270
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$5.9M
|
-$153K
|
-5,881
|
-3%
|
|
|
271
|
L.J. Altfest & Co
New York
|
$5.87M
|
-$124K
|
-4,767
|
-2%
|
|
|
272
|
Empirical Wealth Management
Seattle,
Washington
|
$5.86M
|
-$42.4K
|
-1,627
|
-0.7%
|
|
|
273
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$5.7M
|
-$2.95M
|
-113,288
|
-34%
|
|
|
274
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.63M
|
-$19.8K
|
-760
|
-0.4%
|
|
|
275
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$5.57M
|
–
|
–
|
–
|
|
