|
251
|
Wade Financial Advisory
Campbell,
California
|
$5.95M
|
-$64.4K
|
-1,188
|
-1%
|
|
|
252
|
Northeast Investment Management
Boston,
Massachusetts
|
$5.94M
|
+$240K
|
+4,421
|
+4%
|
|
|
253
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$5.86M
|
-$79.5K
|
-1,467
|
-1%
|
|
|
254
|
SNS Financial Group
Minneapolis,
Minnesota
|
$5.84M
|
-$162K
|
-2,988
|
-3%
|
|
|
255
|
Mutual Advisors
Omaha,
Nebraska
|
$5.83M
|
+$386K
|
+7,129
|
+7%
|
|
|
256
|
Evercore Wealth Management
New York
|
$5.79M
|
+$270K
|
+4,984
|
+5%
|
|
|
257
|
North Star Asset Management
Neenah,
Wisconsin
|
$5.74M
|
-$82.4K
|
-1,520
|
-1%
|
|
|
258
|
Joel Isaacson & Co
New York
|
$5.74M
|
+$238K
|
+4,389
|
+4%
|
|
|
259
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.68M
|
+$976
|
+18
|
+0%
|
|
|
260
|
Financial Management Professionals
Austin,
Texas
|
$5.58M
|
+$3.74K
|
+69
|
+0.1%
|
|
|
261
|
Miller Equity Capital Advisors
Irving,
Texas
|
$5.57M
|
-$112K
|
-2,063
|
-2%
|
|
|
262
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$5.56M
|
+$593K
|
+10,945
|
+12%
|
|
|
263
|
GeoWealth Management
Chicago,
Illinois
|
$5.52M
|
-$106K
|
-1,957
|
-2%
|
|
|
264
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$5.51M
|
-$35.8K
|
-660
|
-0.6%
|
|
|
265
|
Liberty Wealth Management
Oakland,
California
|
$5.5M
|
+$84.9K
|
+1,566
|
+2%
|
|
|
266
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.42M
|
-$35.7K
|
-659
|
-0.7%
|
|
|
267
|
SOL Capital Management
Rockville,
Maryland
|
$5.39M
|
–
|
–
|
–
|
|
|
268
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$5.36M
|
-$111K
|
-2,042
|
-2%
|
|
|
269
|
Idaho Trust Bank
Boise,
Idaho
|
$5.33M
|
+$5.31M
|
+98,039
|
New
|
|
|
270
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$5.32M
|
+$5.32M
|
+98,231
|
New
|
|
|
271
|
Prudential Financial
Newark,
New Jersey
|
$5.32M
|
+$929K
|
+17,135
|
+21%
|
|
|
272
|
Spinnaker Trust
Portland,
Maine
|
$5.24M
|
-$298K
|
-5,505
|
-5%
|
|
|
273
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$5.14M
|
+$1.11M
|
+20,504
|
+28%
|
|
|
274
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$5.11M
|
+$43K
|
+793
|
+0.9%
|
|
|
275
|
Pure Financial Advisors
San Diego,
California
|
$5.02M
|
+$178K
|
+3,291
|
+4%
|
|
