|
151
|
Truist Financial
Charlotte,
North Carolina
|
$1.9M
|
+$258K
|
+12,549
|
+16%
|
|
|
152
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.9M
|
+$234K
|
+11,379
|
+14%
|
|
|
153
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$1.88M
|
+$567K
|
+27,589
|
+43%
|
|
|
154
|
Creative Planning
Overland Park,
Kansas
|
$1.87M
|
+$94.9K
|
+4,615
|
+5%
|
|
|
155
|
Semitam Bonam
Goshen,
New York
|
$1.84M
|
+$172K
|
+8,377
|
+10%
|
|
|
156
|
Mission Wealth Management
Santa Barbara,
California
|
$1.83M
|
+$1.85M
|
+89,786
|
New
|
|
|
157
|
|
$1.81M
|
+$198K
|
+9,612
|
+12%
|
|
|
158
|
Redwood Financial Network
Solon,
Ohio
|
$1.78M
|
+$135K
|
+6,568
|
+8%
|
|
|
159
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.69M
|
-$24.9K
|
-1,212
|
-1%
|
|
|
160
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.67M
|
+$432K
|
+21,034
|
+35%
|
|
|
161
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.66M
|
+$43K
|
+2,094
|
+3%
|
|
|
162
|
G2 Capital Management
Columbus,
Ohio
|
$1.66M
|
+$17.8K
|
+867
|
+1%
|
|
|
163
|
Roundview Capital
Princeton,
New Jersey
|
$1.63M
|
–
|
–
|
–
|
|
|
164
|
Redmond Asset Management
Henrico,
Virginia
|
$1.54M
|
+$14.6K
|
+710
|
+0.9%
|
|
|
165
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$1.52M
|
+$98.8K
|
+4,808
|
+7%
|
|
|
166
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.51M
|
+$319K
|
+15,500
|
+27%
|
|
|
167
|
EP Wealth Advisors
Torrance,
California
|
$1.5M
|
-$25.1K
|
-1,219
|
-2%
|
|
|
168
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$1.5M
|
+$434K
|
+21,127
|
+40%
|
|
|
169
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$1.48M
|
-$83.9K
|
-4,084
|
-5%
|
|
|
170
|
Harbour Investments
Madison,
Wisconsin
|
$1.48M
|
+$410K
|
+19,937
|
+38%
|
|
|
171
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.48M
|
+$37.1K
|
+1,805
|
+3%
|
|
|
172
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.46M
|
+$44.1K
|
+2,146
|
+3%
|
|
|
173
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$1.45M
|
+$52.6K
|
+2,559
|
+4%
|
|
|
174
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$1.44M
|
+$256K
|
+12,449
|
+21%
|
|
|
175
|
First City Capital Management
Savannah,
Georgia
|
$1.42M
|
+$509K
|
+24,740
|
+56%
|
|
