|
201
|
Security National Trust
Wheeling,
West Virginia
|
$4.9M
|
+$123K
|
+1,021
|
+3%
|
|
|
202
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$4.88M
|
+$4.61M
|
+38,091
|
New
|
|
|
203
|
Citadel Advisors
Miami,
Florida
|
$4.85M
|
-$902K
|
-7,460
|
-16%
|
|
|
204
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$4.78M
|
-$274K
|
-2,264
|
-6%
|
|
|
205
|
United Asset Strategies
Garden City,
New York
|
$4.76M
|
-$74.6K
|
-617
|
-2%
|
|
|
206
|
Bank of the West
Monterey Park,
California
|
$4.75M
|
-$139K
|
-1,151
|
-3%
|
|
|
207
|
Next Financial Group
Houston,
Texas
|
$4.73M
|
-$1.3M
|
-10,725
|
-22%
|
|
|
208
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.64M
|
-$55.5K
|
-459
|
-1%
|
|
|
209
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$4.61M
|
+$4.35M
|
+36,001
|
New
|
|
|
210
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.6M
|
-$1.21M
|
-10,026
|
-22%
|
|
|
211
|
Wealth Alliance
Mellville,
New York
|
$4.59M
|
+$643K
|
+5,320
|
+17%
|
|
|
212
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$4.59M
|
+$132K
|
+1,091
|
+3%
|
|
|
213
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$4.59M
|
+$4.33M
|
+35,838
|
New
|
|
|
214
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$4.53M
|
+$84.1K
|
+695
|
+2%
|
|
|
215
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$4.51M
|
+$4.1M
|
+33,890
|
New
|
|
|
216
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$4.5M
|
-$6.2M
|
-51,242
|
-59%
|
|
|
217
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$4.48M
|
–
|
–
|
–
|
|
|
218
|
Tortoise Investment Management
White Plains,
New York
|
$4.42M
|
-$387K
|
-3,200
|
-8%
|
|
|
219
|
Telos Capital Management
San Diego,
California
|
$4.22M
|
-$31.8K
|
-263
|
-0.8%
|
|
|
220
|
Bailard
Foster City,
California
|
$4.2M
|
+$192K
|
+1,590
|
+5%
|
|
|
221
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.2M
|
-$701K
|
-5,797
|
-15%
|
|
|
222
|
Astoria Strategic Wealth
Conroe,
Texas
|
$4.14M
|
+$148K
|
+1,226
|
+4%
|
|
|
223
|
Stegner Investment Associates
Louisville,
Kentucky
|
$4.13M
|
-$21K
|
-174
|
-0.5%
|
|
|
224
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$4.12M
|
+$79.6K
|
+658
|
+2%
|
|
|
225
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$4.08M
|
+$1.39M
|
+11,516
|
+57%
|
|
