|
251
|
Pacific Center for Financial Services
San Ramon,
California
|
$1.89M
|
-$39.2K
|
-267
|
-2%
|
|
|
252
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$1.86M
|
-$14.7K
|
-100
|
-0.9%
|
|
|
253
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.83M
|
+$1.64M
|
+11,138
|
New
|
|
|
254
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.83M
|
-$7.79K
|
-53
|
-0.5%
|
|
|
255
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.82M
|
+$8.82K
|
+60
|
+0.5%
|
|
|
256
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.8M
|
+$1.36M
|
+9,272
|
+559%
|
|
|
257
|
Facet Wealth Inc
Baltimore,
Maryland
|
$1.79M
|
-$20.3K
|
-138
|
-1%
|
|
|
258
|
Tocqueville Asset Management
New York
|
$1.79M
|
–
|
–
|
–
|
|
|
259
|
Win Advisors
Palm Beach Gardens,
Florida
|
$1.78M
|
+$1.59M
|
+10,847
|
New
|
|
|
260
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.75M
|
+$129K
|
+881
|
+9%
|
|
|
261
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.74M
|
+$1.55M
|
+10,563
|
New
|
|
|
262
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.7M
|
–
|
–
|
–
|
|
|
263
|
Horizon Kinetics Asset Management
New York
|
$1.68M
|
+$675K
|
+4,594
|
+82%
|
|
|
264
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.67M
|
-$47.2K
|
-321
|
-3%
|
|
|
265
|
Clearstead Trust
Portland,
Maine
|
$1.65M
|
+$1.48M
|
+10,044
|
New
|
|
|
266
|
Mather Group
Chicago,
Illinois
|
$1.63M
|
-$253K
|
-1,719
|
-15%
|
|
|
267
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.62M
|
–
|
–
|
–
|
|
|
268
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.62M
|
-$255K
|
-1,734
|
-15%
|
|
|
269
|
Zhang Financial
Portage,
Michigan
|
$1.62M
|
-$38.8K
|
-264
|
-3%
|
|
|
270
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.6M
|
+$423K
|
+2,878
|
+40%
|
|
|
271
|
Brown Brothers Harriman & Co
New York
|
$1.6M
|
–
|
–
|
–
|
|
|
272
|
TFB Advisors
Overland Park,
Kansas
|
$1.6M
|
+$1.43M
|
+9,728
|
New
|
|
|
273
|
UMB Bank
Kansas City,
Missouri
|
$1.6M
|
-$73.5K
|
-500
|
-5%
|
|
|
274
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$1.58M
|
+$1.3M
|
+8,831
|
New
|
|
|
275
|
Neuberger Berman Group
New York
|
$1.58M
|
+$716K
|
+4,872
|
+103%
|
|
