|
226
|
Waverly Advisors
Birmingham,
Alabama
|
$12.7M
|
+$966K
|
+7,462
|
+8%
|
|
|
227
|
Summit Financial
Parsippany,
New Jersey
|
$12.7M
|
+$2.66M
|
+20,554
|
+26%
|
|
|
228
|
First Foundation Advisors
Irvine,
California
|
$12.7M
|
-$2.42M
|
-18,718
|
-16%
|
|
|
229
|
Farrow Financial
Randolph,
Vermont
|
$12.6M
|
-$401K
|
-3,099
|
-3%
|
|
|
230
|
King Wealth Management Group
Naples,
Florida
|
$12.6M
|
-$21.1K
|
-163
|
-0.2%
|
|
|
231
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$12.5M
|
+$1.97M
|
+15,245
|
+19%
|
|
|
232
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.4M
|
+$283K
|
+2,187
|
+2%
|
|
|
233
|
Baer Investment Advisory
Corte Madera,
California
|
$11.9M
|
+$2.49M
|
+19,211
|
New
|
|
|
234
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$11.9M
|
-$121K
|
-937
|
-1%
|
|
|
235
|
Freestone Capital Holdings
Seattle,
Washington
|
$11.9M
|
-$98.3K
|
-759
|
-0.8%
|
|
|
236
|
Glenview Trust
Louisville,
Kentucky
|
$11.6M
|
+$91K
|
+703
|
+0.8%
|
|
|
237
|
Strategic Equity Management
Tucson,
Arizona
|
$11.6M
|
+$3.44M
|
+26,593
|
+42%
|
|
|
238
|
Family Management
New York
|
$11.6M
|
+$581K
|
+4,484
|
+5%
|
|
|
239
|
ORG Partners
Roanoke,
Indiana
|
$11.5M
|
+$115K
|
+887
|
+1%
|
|
|
240
|
MAI Capital Management
Independence,
Ohio
|
$11.3M
|
-$562K
|
-4,344
|
-5%
|
|
|
241
|
Rollins Financial Advisors
New York City,
New York
|
$11.3M
|
-$270K
|
-2,082
|
-2%
|
|
|
242
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$11.2M
|
+$11.3M
|
+87,335
|
+301,155%
|
|
|
243
|
Wade Financial Advisory
Campbell,
California
|
$11M
|
-$218K
|
-1,683
|
-2%
|
|
|
244
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$11M
|
-$43K
|
-332
|
-0.4%
|
|
|
245
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$10.9M
|
+$4.45M
|
+34,403
|
+68%
|
|
|
246
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$10.9M
|
-$2.64M
|
-20,387
|
-19%
|
|
|
247
|
Satovsky Asset Management
New York
|
$10.9M
|
-$529K
|
-4,089
|
-5%
|
|
|
248
|
Single Point Partners
Boston,
Massachusetts
|
$10.8M
|
+$10.9M
|
+84,059
|
New
|
|
|
249
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$10.7M
|
+$320K
|
+2,470
|
+3%
|
|
|
250
|
Clearstead Advisors
Cleveland,
Ohio
|
$10.7M
|
+$6.34K
|
+49
|
+0.1%
|
|
