|
226
|
Clearstead Trust
Portland,
Maine
|
$13.9M
|
+$25.9K
|
+283
|
+0.2%
|
|
|
227
|
|
$13.6M
|
+$4.51M
|
+49,298
|
+50%
|
|
|
228
|
Elevation Capital Advisory
Bend,
Oregon
|
$13.6M
|
+$5.07M
|
+55,426
|
+59%
|
|
|
229
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$13.6M
|
-$16.4M
|
-179,297
|
-55%
|
|
|
230
|
Corient Private Wealth
Miami,
Florida
|
$13.5M
|
-$3.05M
|
-33,353
|
-18%
|
|
|
231
|
Focused Wealth Management
Newburgh,
New York
|
$13.4M
|
-$126K
|
-1,380
|
-0.9%
|
|
|
232
|
Zinnia Wealth Advisory
Ocala,
Florida
|
$13.1M
|
+$13.2M
|
+143,676
|
New
|
|
|
233
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$13.1M
|
-$1.17M
|
-12,788
|
-8%
|
|
|
234
|
J2 Capital Management
Troy,
Michigan
|
$13.1M
|
-$73.4K
|
-802
|
-0.6%
|
|
|
235
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$12.8M
|
-$1.79M
|
-19,568
|
-12%
|
|
|
236
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$12.7M
|
+$876K
|
+9,568
|
+7%
|
|
|
237
|
EntreWealth
Austin,
Texas
|
$12.6M
|
-$2.04M
|
-22,316
|
-14%
|
|
|
238
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.6M
|
-$660K
|
-7,207
|
-5%
|
|
|
239
|
Westwood Holdings Group
Dallas,
Texas
|
$12.5M
|
-$330K
|
-3,606
|
-3%
|
|
|
240
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$12.5M
|
-$2.9M
|
-31,717
|
-19%
|
|
|
241
|
ADAR1 Capital Management
Austin,
Texas
|
$12.4M
|
–
|
–
|
–
|
|
|
242
|
AllGen Financial Advisors
Orlando,
Florida
|
$12.4M
|
+$2.09M
|
+22,838
|
+20%
|
|
|
243
|
Victory Financial Group
Austin,
Texas
|
$12.2M
|
+$667K
|
+7,287
|
+6%
|
|
|
244
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$12.2M
|
+$12.2M
|
+133,764
|
New
|
|
|
245
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$12.1M
|
+$5.4M
|
+58,960
|
+80%
|
|
|
246
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$12.1M
|
-$6.67M
|
-72,806
|
-35%
|
|
|
247
|
Trek Financial
Scottsdale,
Arizona
|
$12.1M
|
-$882K
|
-9,630
|
-7%
|
|
|
248
|
Calton & Associates
Tampa,
Florida
|
$12M
|
+$200K
|
+2,189
|
+2%
|
|
|
249
|
Independent Financial Group
San Diego,
California
|
$11.9M
|
-$1.23M
|
-13,402
|
-9%
|
|
|
250
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$11.9M
|
+$356K
|
+3,888
|
+3%
|
|
