|
251
|
Occidental Asset Management
Burlingame,
California
|
$5.94M
|
-$46.9K
|
-886
|
-0.8%
|
|
|
252
|
Manchester Capital Management
Manchester,
Vermont
|
$5.94M
|
+$612K
|
+11,549
|
+12%
|
|
|
253
|
Wade Financial Advisory
Campbell,
California
|
$5.91M
|
+$424
|
+8
|
+0%
|
|
|
254
|
SNS Financial Group
Minneapolis,
Minnesota
|
$5.9M
|
-$133K
|
-2,501
|
-2%
|
|
|
255
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.89M
|
-$1.27M
|
-23,992
|
-18%
|
|
|
256
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$5.86M
|
+$1.36M
|
+25,623
|
+30%
|
|
|
257
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$5.84M
|
+$296K
|
+5,592
|
+5%
|
|
|
258
|
North Star Asset Management
Neenah,
Wisconsin
|
$5.72M
|
-$65.5K
|
-1,236
|
-1%
|
|
|
259
|
Millennium Management
New York
|
$5.64M
|
+$5.59M
|
+105,560
|
New
|
|
|
260
|
Northeast Investment Management
Boston,
Massachusetts
|
$5.6M
|
+$976K
|
+18,424
|
+21%
|
|
|
261
|
Advisor OS
Chicago,
Illinois
|
$5.6M
|
+$660K
|
+12,448
|
+14%
|
|
|
262
|
Miller Equity Capital Advisors
Irving,
Texas
|
$5.59M
|
+$8.48K
|
+160
|
+0.2%
|
|
|
263
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.58M
|
-$2.64M
|
-49,767
|
-32%
|
|
|
264
|
GeoWealth Management
Chicago,
Illinois
|
$5.53M
|
-$4.07M
|
-76,773
|
-43%
|
|
|
265
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$5.5M
|
+$515K
|
+9,714
|
+10%
|
|
|
266
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$5.5M
|
+$3.03M
|
+57,166
|
+125%
|
|
|
267
|
Financial Management Professionals
Austin,
Texas
|
$5.49M
|
+$186K
|
+3,505
|
+4%
|
|
|
268
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$5.45M
|
-$143K
|
-2,694
|
-3%
|
|
|
269
|
Spinnaker Trust
Portland,
Maine
|
$5.44M
|
+$49.4K
|
+933
|
+0.9%
|
|
|
270
|
Evercore Wealth Management
New York
|
$5.42M
|
-$34.1K
|
-644
|
-0.6%
|
|
|
271
|
Joel Isaacson & Co
New York
|
$5.4M
|
+$126K
|
+2,373
|
+2%
|
|
|
272
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$5.38M
|
+$22.1K
|
+418
|
+0.4%
|
|
|
273
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.36M
|
+$1.27M
|
+24,027
|
+32%
|
|
|
274
|
Mutual Advisors
Omaha,
Nebraska
|
$5.35M
|
+$1.15M
|
+21,721
|
+28%
|
|
|
275
|
Intrepid Family Office
Sarasota,
Florida
|
$5.35M
|
+$5.3M
|
+100,000
|
New
|
|
