|
226
|
Merit Financial Group
Alpharetta,
Georgia
|
$15.5M
|
+$3.12M
|
+21,162
|
+26%
|
|
|
227
|
Steward Partners Investment Advisory
New York
|
$15.4M
|
+$9.35M
|
+63,358
|
+158%
|
|
|
228
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.4M
|
+$196K
|
+1,327
|
+1%
|
|
|
229
|
Callan Family Office
Radnor,
Pennsylvania
|
$15.3M
|
-$248K
|
-1,679
|
-2%
|
|
|
230
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$15.3M
|
+$799K
|
+5,412
|
+6%
|
|
|
231
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$15.2M
|
+$848K
|
+5,745
|
+6%
|
|
|
232
|
MAI Capital Management
Independence,
Ohio
|
$15M
|
+$227K
|
+1,541
|
+2%
|
|
|
233
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$14.9M
|
+$103K
|
+701
|
+0.7%
|
|
|
234
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$14.8M
|
+$542K
|
+3,670
|
+4%
|
|
|
235
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$14.6M
|
+$188K
|
+1,271
|
+1%
|
|
|
236
|
Family Management
New York
|
$14.6M
|
+$160K
|
+1,086
|
+1%
|
|
|
237
|
Glenview Trust
Louisville,
Kentucky
|
$14.6M
|
-$294K
|
-1,992
|
-2%
|
|
|
238
|
Evansbrook
Bolingbrook,
Illinois
|
$14.5M
|
+$14.4M
|
+97,800
|
New
|
|
|
239
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$14.5M
|
+$53.3K
|
+361
|
+0.4%
|
|
|
240
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$14.5M
|
+$442K
|
+2,995
|
+3%
|
|
|
241
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$14.3M
|
-$781K
|
-5,295
|
-5%
|
|
|
242
|
Wealthspire Advisors (New York)
New York
|
$14.2M
|
-$13M
|
-87,877
|
-48%
|
|
|
243
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$14M
|
+$349K
|
+2,363
|
+3%
|
|
|
244
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$14M
|
-$2.47M
|
-16,729
|
-15%
|
|
|
245
|
KFA Private Wealth Group
Tysons,
Virginia
|
$13.9M
|
+$3.93M
|
+26,616
|
+40%
|
|
|
246
|
Choreo LLC
Rockford,
Illinois
|
$13.9M
|
-$395K
|
-2,676
|
-3%
|
|
|
247
|
Farrow Financial
Randolph,
Vermont
|
$13.9M
|
-$924K
|
-6,260
|
-6%
|
|
|
248
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$13.7M
|
+$419K
|
+2,839
|
+3%
|
|
|
249
|
First Foundation Advisors
Irvine,
California
|
$13.7M
|
-$150K
|
-1,018
|
-1%
|
|
|
250
|
King Wealth Management Group
Naples,
Florida
|
$13.7M
|
-$170K
|
-1,149
|
-1%
|
|
