|
226
|
Veritable
Wilmington,
Delaware
|
$11.2M
|
-$152K
|
-786
|
-1%
|
|
|
227
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$10.9M
|
–
|
–
|
–
|
|
|
228
|
Iron Horse Wealth Management
Johston,
Iowa
|
$10.9M
|
+$485K
|
+2,502
|
+5%
|
|
|
229
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$10.8M
|
+$354K
|
+1,824
|
+3%
|
|
|
230
|
Marietta Wealth Management
Marietta,
Georgia
|
$10.7M
|
+$593K
|
+3,059
|
+6%
|
|
|
231
|
3Chopt Investment Partners
Richmond,
Virginia
|
$10.7M
|
+$2.07M
|
+10,652
|
+23%
|
|
|
232
|
Wealth Architects
Mountain View,
California
|
$10.7M
|
-$206K
|
-1,062
|
-2%
|
|
|
233
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.6M
|
-$10.5K
|
-54
|
-0.1%
|
|
|
234
|
AJ Advisors
Nashville,
Tennessee
|
$10.6M
|
+$440K
|
+2,267
|
+4%
|
|
|
235
|
GDS Wealth Management
Flower Mound,
Texas
|
$10.5M
|
+$590K
|
+3,043
|
+6%
|
|
|
236
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.5M
|
-$218K
|
-1,122
|
-2%
|
|
|
237
|
US Financial Advisors
Braintree,
Massachusetts
|
$10.4M
|
+$298K
|
+1,535
|
+3%
|
|
|
238
|
Solitude Financial Services
Charlottesville,
Virginia
|
$10.4M
|
+$587K
|
+3,029
|
+6%
|
|
|
239
|
Lazard Asset Management
New York
|
$10.4M
|
+$511K
|
+2,636
|
+5%
|
|
|
240
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.1M
|
+$571K
|
+2,942
|
+6%
|
|
|
241
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$10M
|
-$125K
|
-642
|
-1%
|
|
|
242
|
DeDora Capital
Napa,
California
|
$9.94M
|
+$59K
|
+304
|
+0.6%
|
|
|
243
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$9.84M
|
+$1.57M
|
+8,080
|
+18%
|
|
|
244
|
Venture Visionary Partners
Sylvania,
Ohio
|
$9.83M
|
+$971K
|
+5,005
|
+11%
|
|
|
245
|
Huntington National Bank
Columbus,
Ohio
|
$9.82M
|
–
|
–
|
–
|
|
|
246
|
Cadence Bank
Tupelo,
Mississippi
|
$9.82M
|
-$662K
|
-3,416
|
-6%
|
|
|
247
|
David Kennon
Sarasota,
Florida
|
$9.76M
|
-$1.2M
|
-6,171
|
-11%
|
|
|
248
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$9.7M
|
+$58.4K
|
+301
|
+0.6%
|
|
|
249
|
Horizons Wealth Management
Asheville,
North Carolina
|
$9.59M
|
+$220K
|
+1,134
|
+2%
|
|
|
250
|
WBI Investments
Red Bank,
New Jersey
|
$9.56M
|
+$1.17M
|
+6,015
|
+14%
|
|
