|
251
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.63M
|
+$62.3K
|
+1,056
|
+4%
|
|
|
252
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.61M
|
+$187K
|
+3,165
|
+12%
|
|
|
253
|
Lee Financial
Dallas,
Texas
|
$1.6M
|
-$13.6K
|
-230
|
-0.8%
|
|
|
254
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.59M
|
+$59.2K
|
+1,003
|
+4%
|
|
|
255
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.56M
|
-$25K
|
-423
|
-2%
|
|
|
256
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.56M
|
+$441K
|
+7,472
|
+37%
|
|
|
257
|
Park Avenue Securities
New York
|
$1.56M
|
+$151K
|
+2,561
|
+10%
|
|
|
258
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.55M
|
-$32.2K
|
-545
|
-2%
|
|
|
259
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.5M
|
+$158K
|
+2,675
|
+11%
|
|
|
260
|
Hudson Portfolio Management
Garrison,
New York
|
$1.5M
|
-$60.8K
|
-1,030
|
-4%
|
|
|
261
|
Wealthspire Advisors (New York)
New York
|
$1.48M
|
–
|
–
|
–
|
|
|
262
|
Steward Partners Investment Advisory
New York
|
$1.48M
|
-$76.6K
|
-1,298
|
-5%
|
|
|
263
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.46M
|
+$31.9K
|
+540
|
+2%
|
|
|
264
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.46M
|
+$57.9K
|
+981
|
+4%
|
|
|
265
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.44M
|
+$50.4K
|
+855
|
+3%
|
|
|
266
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.43M
|
+$248K
|
+4,198
|
+20%
|
|
|
267
|
William Blair & Company
Chicago,
Illinois
|
$1.42M
|
+$124K
|
+2,098
|
+9%
|
|
|
268
|
Rockefeller Capital Management
New York
|
$1.41M
|
-$1.53M
|
-26,011
|
-51%
|
|
|
269
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.4M
|
-$1K
|
-17
|
-0.1%
|
|
|
270
|
The Family Firm
Bethesda,
Maryland
|
$1.38M
|
+$106K
|
+1,801
|
+8%
|
|
|
271
|
Empirical Wealth Management
Seattle,
Washington
|
$1.37M
|
-$3.36K
|
-57
|
-0.2%
|
|
|
272
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.36M
|
–
|
–
|
–
|
|
|
273
|
Day & Ennis
Macon,
Georgia
|
$1.35M
|
-$46.4K
|
-786
|
-3%
|
|
|
274
|
James J. Burns & Company
Melville,
New York
|
$1.35M
|
-$86.5K
|
-1,466
|
-6%
|
|
|
275
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.32M
|
+$23.8K
|
+404
|
+2%
|
|
