|
251
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$1.91M
|
–
|
–
|
–
|
|
|
252
|
Private Ocean
San Rafael,
California
|
$1.89M
|
+$703K
|
+4,167
|
+59%
|
|
|
253
|
Facet Wealth Inc
Baltimore,
Maryland
|
$1.88M
|
-$28.2K
|
-167
|
-2%
|
|
|
254
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.86M
|
+$133K
|
+791
|
+8%
|
|
|
255
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.86M
|
-$100K
|
-593
|
-5%
|
|
|
256
|
Tocqueville Asset Management
New York
|
$1.84M
|
–
|
–
|
–
|
|
|
257
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.84M
|
–
|
–
|
–
|
|
|
258
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.83M
|
-$97.4K
|
-577
|
-5%
|
|
|
259
|
Zhang Financial
Portage,
Michigan
|
$1.81M
|
+$119K
|
+703
|
+7%
|
|
|
260
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.77M
|
-$190K
|
-1,126
|
-10%
|
|
|
261
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.77M
|
-$169K
|
-1,004
|
-9%
|
|
|
262
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.75M
|
+$206K
|
+1,221
|
+13%
|
|
|
263
|
TFC Financial Management
Boston,
Massachusetts
|
$1.75M
|
-$210K
|
-1,246
|
-11%
|
|
|
264
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.75M
|
-$964K
|
-5,709
|
-36%
|
|
|
265
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.73M
|
-$338
|
-2
|
-0%
|
|
|
266
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.73M
|
-$31.6K
|
-187
|
-2%
|
|
|
267
|
Citadel Advisors
Miami,
Florida
|
$1.72M
|
-$302K
|
-1,790
|
-15%
|
|
|
268
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.72M
|
+$370K
|
+2,194
|
+29%
|
|
|
269
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.69M
|
–
|
–
|
–
|
|
|
270
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.67M
|
–
|
–
|
–
|
|
|
271
|
Brown Brothers Harriman & Co
New York
|
$1.65M
|
–
|
–
|
–
|
|
|
272
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.62M
|
+$132K
|
+781
|
+9%
|
|
|
273
|
KWB Wealth
Redlands,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
274
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.6M
|
–
|
–
|
–
|
|
|
275
|
Wintrust Investments
Chicago,
Illinois
|
$1.52M
|
+$36.3K
|
+215
|
+2%
|
|
