|
326
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$4.56M
|
-$76.5K
|
-1,567
|
-2%
|
|
|
327
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$4.56M
|
+$1.23M
|
+25,133
|
+37%
|
|
|
328
|
Sargent Investment Group
Bethesda,
Maryland
|
$4.55M
|
+$2.55M
|
+52,131
|
+127%
|
|
|
329
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$4.54M
|
-$78.1K
|
-1,599
|
-2%
|
|
|
330
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$4.53M
|
+$475K
|
+9,722
|
+12%
|
|
|
331
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$4.52M
|
+$2.09M
|
+42,758
|
+87%
|
|
|
332
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$4.48M
|
-$295K
|
-6,037
|
-6%
|
|
|
333
|
Simon Quick Advisors
Morristown,
New Jersey
|
$4.47M
|
+$261K
|
+5,342
|
+6%
|
|
|
334
|
WealthCollab
Bellevue,
Washington
|
$4.41M
|
-$136K
|
-2,785
|
-3%
|
|
|
335
|
William Blair & Company
Chicago,
Illinois
|
$4.39M
|
+$1.15M
|
+23,549
|
+36%
|
|
|
336
|
Shade Tree Advisors
Saratoga Springs,
New York
|
$4.36M
|
+$717K
|
+14,683
|
+20%
|
|
|
337
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.34M
|
+$4.33M
|
+88,578
|
New
|
|
|
338
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$4.3M
|
-$242K
|
-4,957
|
-5%
|
|
|
339
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.3M
|
-$807K
|
-16,520
|
-16%
|
|
|
340
|
Vicus Capital
State College,
Pennsylvania
|
$4.27M
|
+$950K
|
+19,444
|
+29%
|
|
|
341
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.24M
|
-$257K
|
-5,251
|
-6%
|
|
|
342
|
Farther Finance Advisors
San Francisco,
California
|
$4.24M
|
-$1.35M
|
-27,572
|
-24%
|
|
|
343
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$4.22M
|
+$24.1K
|
+494
|
+0.6%
|
|
|
344
|
TD Capital Management
Memphis,
Tennessee
|
$4.18M
|
-$69.5K
|
-1,422
|
-2%
|
|
|
345
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$4.17M
|
-$448K
|
-9,173
|
-10%
|
|
|
346
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$4.15M
|
-$738K
|
-15,104
|
-15%
|
|
|
347
|
Atria Investments
Charlotte,
North Carolina
|
$4.14M
|
-$1.6M
|
-32,808
|
-28%
|
|
|
348
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.14M
|
+$1.83M
|
+37,522
|
+80%
|
|
|
349
|
Atria Wealth Solutions
New York
|
$4.12M
|
-$2.39M
|
-48,844
|
-37%
|
|
|
350
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.1M
|
-$1.34M
|
-27,421
|
-25%
|
|
