|
226
|
Waverly Advisors
Birmingham,
Alabama
|
$14.7M
|
-$419K
|
-2,990
|
-3%
|
|
|
227
|
Glenview Trust
Louisville,
Kentucky
|
$14.5M
|
+$376K
|
+2,682
|
+3%
|
|
|
228
|
Farrow Financial
Randolph,
Vermont
|
$14.5M
|
-$345K
|
-2,459
|
-2%
|
|
|
229
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$14.4M
|
-$86.7K
|
-618
|
-0.6%
|
|
|
230
|
MAI Capital Management
Independence,
Ohio
|
$14.4M
|
+$562K
|
+4,005
|
+4%
|
|
|
231
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$14.3M
|
-$2.13M
|
-15,191
|
-13%
|
|
|
232
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$14.2M
|
-$92.8K
|
-662
|
-0.7%
|
|
|
233
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$14.1M
|
+$151K
|
+1,078
|
+1%
|
|
|
234
|
Family Management
New York
|
$14.1M
|
+$364K
|
+2,595
|
+3%
|
|
|
235
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$14.1M
|
+$143K
|
+1,017
|
+1%
|
|
|
236
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$14M
|
+$1.49M
|
+10,625
|
+12%
|
|
|
237
|
Moneywise Inc
Forest,
Virginia
|
$13.9M
|
+$651K
|
+4,640
|
+5%
|
|
|
238
|
Choreo LLC
Rockford,
Illinois
|
$13.9M
|
+$19.4K
|
+138
|
+0.1%
|
|
|
239
|
Level Wealth Management
Greensboro,
North Carolina
|
$13.9M
|
-$108K
|
-770
|
-0.8%
|
|
|
240
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$13.7M
|
+$1M
|
+7,162
|
+8%
|
|
|
241
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$13.7M
|
-$484K
|
-3,451
|
-4%
|
|
|
242
|
First Foundation Advisors
Irvine,
California
|
$13.6M
|
-$430K
|
-3,068
|
-3%
|
|
|
243
|
King Wealth Management Group
Naples,
Florida
|
$13.6M
|
-$356K
|
-2,536
|
-3%
|
|
|
244
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$13.5M
|
+$13M
|
+92,788
|
New
|
|
|
245
|
Solano Wealth Investment Advisors
Fairfield,
California
|
$13.5M
|
-$184K
|
-1,314
|
-1%
|
|
|
246
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$13.4M
|
-$10.6M
|
-75,451
|
-45%
|
|
|
247
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$13.2M
|
-$54.1K
|
-386
|
-0.4%
|
|
|
248
|
Asset Dedication LLC
San Francisco,
California
|
$13.1M
|
-$339K
|
-2,415
|
-3%
|
|
|
249
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$13M
|
+$79.5K
|
+567
|
+0.6%
|
|
|
250
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$12.8M
|
-$922K
|
-6,573
|
-7%
|
|
