|
251
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$2.6M
|
+$354K
|
+3,210
|
+16%
|
|
|
252
|
Napa Wealth Management
Napa,
California
|
$2.56M
|
+$1.03M
|
+9,381
|
+68%
|
|
|
253
|
Karpus Investment Management
Pittsford,
New York
|
$2.54M
|
–
|
–
|
–
|
|
|
254
|
Clarity Financial
Houston,
Texas
|
$2.54M
|
+$149K
|
+1,355
|
+6%
|
|
|
255
|
Summit Financial
Parsippany,
New Jersey
|
$2.43M
|
-$1.03M
|
-9,352
|
-30%
|
|
|
256
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.42M
|
-$1.8M
|
-16,365
|
-43%
|
|
|
257
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.42M
|
-$300K
|
-2,722
|
-11%
|
|
|
258
|
Atomi Financial Group
New York
|
$2.39M
|
+$1.49M
|
+13,523
|
+167%
|
|
|
259
|
Perigon Wealth Management
San Francisco,
California
|
$2.39M
|
+$599K
|
+5,430
|
+34%
|
|
|
260
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$2.34M
|
-$16.1M
|
-146,424
|
-87%
|
|
|
261
|
Brown Advisory
Baltimore,
Maryland
|
$2.32M
|
-$34.5K
|
-313
|
-1%
|
|
|
262
|
DOHJ LLC
Seattle,
Washington
|
$2.32M
|
+$1.31M
|
+11,843
|
+130%
|
|
|
263
|
KeyBank National Association
Cleveland,
Ohio
|
$2.31M
|
-$67.9K
|
-616
|
-3%
|
|
|
264
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.26M
|
-$357K
|
-3,235
|
-14%
|
|
|
265
|
LM Advisors
San Diego,
California
|
$2.26M
|
-$67.3K
|
-610
|
-3%
|
|
|
266
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.25M
|
+$46.1K
|
+418
|
+2%
|
|
|
267
|
Oak Family Advisors
Chicago,
Illinois
|
$2.25M
|
-$364K
|
-3,304
|
-14%
|
|
|
268
|
Optivise Advisory Services
Franklin,
Tennessee
|
$2.23M
|
+$2.22M
|
+20,141
|
New
|
|
|
269
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2.22M
|
+$147K
|
+1,335
|
+7%
|
|
|
270
|
Venturi Wealth Management
Austin,
Texas
|
$2.21M
|
–
|
–
|
–
|
|
|
271
|
Principal Financial Group
Des Moines,
Iowa
|
$2.15M
|
+$946K
|
+8,575
|
+79%
|
|
|
272
|
Advisory Alpha
Holland,
Michigan
|
$2.14M
|
-$637K
|
-5,774
|
-23%
|
|
|
273
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.13M
|
+$884K
|
+8,018
|
+71%
|
|
|
274
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$2.13M
|
+$33.1K
|
+300
|
+2%
|
|
|
275
|
Abacus Planning Group
Columbia,
South Carolina
|
$2.12M
|
-$38.7K
|
-351
|
-2%
|
|
