|
251
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2M
|
+$1.9M
|
+11,424
|
New
|
|
|
252
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$1.98M
|
-$4.15K
|
-25
|
-0.2%
|
|
|
253
|
Tocqueville Asset Management
New York
|
$1.91M
|
–
|
–
|
–
|
|
|
254
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.91M
|
-$28.2K
|
-170
|
-2%
|
|
|
255
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.91M
|
-$7.64K
|
-46
|
-0.4%
|
|
|
256
|
Eagle Strategies
New York
|
$1.9M
|
+$1.59M
|
+9,592
|
+755%
|
|
|
257
|
Cabana LLC
Fayetteville,
Arkansas
|
$1.86M
|
-$578K
|
-3,482
|
-25%
|
|
|
258
|
Facet Wealth Inc
Baltimore,
Maryland
|
$1.84M
|
-$55.6K
|
-335
|
-3%
|
|
|
259
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.83M
|
-$3.49M
|
-21,050
|
-67%
|
|
|
260
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.8M
|
-$287K
|
-1,730
|
-14%
|
|
|
261
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.79M
|
-$67.2K
|
-405
|
-4%
|
|
|
262
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.76M
|
-$15.6K
|
-94
|
-0.9%
|
|
|
263
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.76M
|
-$48.1K
|
-290
|
-3%
|
|
|
264
|
Zhang Financial
Portage,
Michigan
|
$1.75M
|
+$27.7K
|
+167
|
+2%
|
|
|
265
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.73M
|
–
|
–
|
–
|
|
|
266
|
Brown Brothers Harriman & Co
New York
|
$1.71M
|
–
|
–
|
–
|
|
|
267
|
Mather Group
Chicago,
Illinois
|
$1.68M
|
+$43.3K
|
+261
|
+3%
|
|
|
268
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.66M
|
+$3.65K
|
+22
|
+0.2%
|
|
|
269
|
Jordan Park Group
San Francisco,
California
|
$1.63M
|
–
|
–
|
–
|
|
|
270
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$1.63M
|
-$57.3K
|
-345
|
-4%
|
|
|
271
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.6M
|
+$16.3K
|
+98
|
+1%
|
|
|
272
|
KWB Wealth
Redlands,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
273
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$1.58M
|
-$1.33K
|
-8
|
-0.1%
|
|
|
274
|
TruWealth Advisors
Metairie,
Louisiana
|
$1.58M
|
-$85.2K
|
-513
|
-5%
|
|
|
275
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.56M
|
+$830
|
+5
|
+0.1%
|
|
