|
251
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$6.39M
|
+$569K
|
+10,066
|
+10%
|
|
|
252
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$6.37M
|
-$113K
|
-1,995
|
-2%
|
|
|
253
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$6.36M
|
-$79.1K
|
-1,399
|
-1%
|
|
|
254
|
Wade Financial Advisory
Campbell,
California
|
$6.18M
|
-$16.2K
|
-286
|
-0.3%
|
|
|
255
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$6.09M
|
+$50K
|
+884
|
+0.9%
|
|
|
256
|
Ziegler Capital Management
Chicago,
Illinois
|
$6.09M
|
+$1.54M
|
+27,200
|
+36%
|
|
|
257
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$6.06M
|
-$31.3K
|
-554
|
-0.5%
|
|
|
258
|
Performa Ltd (US)
Charleston,
South Carolina
|
$6.05M
|
+$1.15M
|
+20,423
|
+25%
|
|
|
259
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.03M
|
+$454K
|
+8,036
|
+8%
|
|
|
260
|
Lodestar Private Asset Management
Alamo,
California
|
$6.02M
|
+$70.1K
|
+1,241
|
+1%
|
|
|
261
|
Evercore Wealth Management
New York
|
$6M
|
-$46.8K
|
-828
|
-0.8%
|
|
|
262
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$5.97M
|
-$8.65K
|
-153
|
-0.2%
|
|
|
263
|
IronBridge Private Wealth
Austin,
Texas
|
$5.93M
|
-$212K
|
-3,747
|
-4%
|
|
|
264
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.91M
|
-$322K
|
-5,698
|
-5%
|
|
|
265
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.88M
|
-$7.27M
|
-128,566
|
-56%
|
|
|
266
|
Liberty Wealth Management
Oakland,
California
|
$5.86M
|
+$5.6M
|
+99,082
|
+11,629%
|
|
|
267
|
Freestone Capital Holdings
Seattle,
Washington
|
$5.81M
|
-$231K
|
-4,081
|
-4%
|
|
|
268
|
North Star Asset Management
Neenah,
Wisconsin
|
$5.76M
|
-$138K
|
-2,438
|
-2%
|
|
|
269
|
WBH Advisory
Baltimore,
Maryland
|
$5.76M
|
-$29.6K
|
-523
|
-0.5%
|
|
|
270
|
Breakwater Investment Management
Seattle,
Washington
|
$5.72M
|
+$5.51M
|
+97,523
|
New
|
|
|
271
|
TI-Trust
Quincy,
Illinois
|
$5.7M
|
+$183K
|
+3,230
|
+3%
|
|
|
272
|
Fidelity Investments
Boston,
Massachusetts
|
$5.69M
|
+$2.18M
|
+38,553
|
+66%
|
|
|
273
|
SNS Financial Group
Minneapolis,
Minnesota
|
$5.54M
|
-$302K
|
-5,345
|
-5%
|
|
|
274
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$5.54M
|
+$58.4K
|
+1,033
|
+1%
|
|
|
275
|
OLIO Financial Planning
Mclean,
Virginia
|
$5.33M
|
-$15.8K
|
-280
|
-0.3%
|
|
