|
226
|
Redwood Investment Management
Scottsdale,
Arizona
|
$10.5M
|
+$10.6M
|
+57,449
|
New
|
|
|
227
|
Wealth Architects
Mountain View,
California
|
$10.5M
|
+$509K
|
+2,744
|
+5%
|
|
|
228
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$10.5M
|
+$294K
|
+1,587
|
+3%
|
|
|
229
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.4M
|
+$416K
|
+2,246
|
+4%
|
|
|
230
|
ALPS Advisors
Denver,
Colorado
|
$10.3M
|
+$77.8K
|
+420
|
+0.8%
|
|
|
231
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.3M
|
-$11.7K
|
-63
|
-0.1%
|
|
|
232
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$10.2M
|
+$316K
|
+1,704
|
+3%
|
|
|
233
|
Single Point Partners
Boston,
Massachusetts
|
$10.2M
|
+$1.55M
|
+8,356
|
+18%
|
|
|
234
|
Cadence Bank
Tupelo,
Mississippi
|
$10.1M
|
-$542K
|
-2,927
|
-5%
|
|
|
235
|
Iron Horse Wealth Management
Johston,
Iowa
|
$10.1M
|
+$6.01M
|
+32,422
|
+143%
|
|
|
236
|
Huntington National Bank
Columbus,
Ohio
|
$9.89M
|
–
|
–
|
–
|
|
|
237
|
AJ Advisors
Nashville,
Tennessee
|
$9.84M
|
+$9.94M
|
+53,631
|
New
|
|
|
238
|
Marietta Wealth Management
Marietta,
Georgia
|
$9.83M
|
+$559K
|
+3,017
|
+6%
|
|
|
239
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$9.82M
|
+$250K
|
+1,348
|
+3%
|
|
|
240
|
MA Private Wealth
San Carlos,
California
|
$9.81M
|
-$1.99M
|
-10,726
|
-17%
|
|
|
241
|
US Financial Advisors
Braintree,
Massachusetts
|
$9.81M
|
-$62.6K
|
-338
|
-0.6%
|
|
|
242
|
GDS Wealth Management
Flower Mound,
Texas
|
$9.59M
|
+$951K
|
+5,130
|
+11%
|
|
|
243
|
Lazard Asset Management
New York
|
$9.57M
|
+$2.12M
|
+11,447
|
+28%
|
|
|
244
|
DeDora Capital
Napa,
California
|
$9.57M
|
+$205K
|
+1,106
|
+2%
|
|
|
245
|
Solitude Financial Services
Charlottesville,
Virginia
|
$9.52M
|
+$51.2K
|
+276
|
+0.5%
|
|
|
246
|
GoalFusion Wealth Management
Austin,
Texas
|
$9.45M
|
+$439K
|
+2,367
|
+5%
|
|
|
247
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$9.34M
|
+$9.43M
|
+50,878
|
New
|
|
|
248
|
Bartlett & Co
Cincinnati,
Ohio
|
$9.29M
|
-$275K
|
-1,482
|
-3%
|
|
|
249
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$9.29M
|
-$275K
|
-1,482
|
-3%
|
|
|
250
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$9.25M
|
+$3M
|
+16,173
|
+47%
|
|
