|
176
|
Dowling & Yahnke
San Diego,
California
|
$12.2M
|
+$9.1M
|
+110,687
|
+290%
|
|
|
177
|
Refined Wealth Management
Salt Lake City,
Utah
|
$12.1M
|
+$209K
|
+2,547
|
+2%
|
|
|
178
|
Kings Point Capital Management
Great Neck,
New York
|
$12M
|
-$2.11M
|
-25,683
|
-15%
|
|
|
179
|
SouthState Corp
Winter Haven,
Florida
|
$12M
|
+$46.4K
|
+565
|
+0.4%
|
|
|
180
|
Ackerman Capital Advisors
Dallas,
Texas
|
$11.9M
|
+$835K
|
+10,162
|
+8%
|
|
|
181
|
Financial Advocates Investment Management
Olympia,
Washington
|
$11.9M
|
+$1.76M
|
+21,386
|
+17%
|
|
|
182
|
PDS Planning
Dublin,
Ohio
|
$11.8M
|
+$1.13M
|
+13,702
|
+11%
|
|
|
183
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$11.4M
|
+$1.49M
|
+18,154
|
+15%
|
|
|
184
|
Roundview Capital
Princeton,
New Jersey
|
$11.3M
|
+$40.1K
|
+488
|
+0.4%
|
|
|
185
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$11.2M
|
+$1.14M
|
+13,920
|
+11%
|
|
|
186
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$11M
|
+$1.07M
|
+13,028
|
+11%
|
|
|
187
|
Vickerman Investment Advisors
Spokane,
Washington
|
$11M
|
+$11.1M
|
+134,824
|
New
|
|
|
188
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$11M
|
+$5.28M
|
+64,305
|
+91%
|
|
|
189
|
M&T Bank
Buffalo,
New York
|
$10.8M
|
+$450K
|
+5,481
|
+4%
|
|
|
190
|
Baker Avenue Asset Management
San Francisco,
California
|
$10.8M
|
+$186K
|
+2,265
|
+2%
|
|
|
191
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$10.8M
|
+$432K
|
+5,254
|
+4%
|
|
|
192
|
McCutchen Group
Seattle,
Washington
|
$10.7M
|
+$154K
|
+1,874
|
+1%
|
|
|
193
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$10.7M
|
+$1.64M
|
+19,898
|
+18%
|
|
|
194
|
Minot Capital
Broomfield,
Colorado
|
$10.4M
|
–
|
–
|
–
|
|
|
195
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$10.4M
|
+$1.04M
|
+12,670
|
+11%
|
|
|
196
|
SigFig Wealth Management
San Francisco,
California
|
$10.3M
|
+$1.11M
|
+13,547
|
+12%
|
|
|
197
|
Day & Ennis
Macon,
Georgia
|
$10.2M
|
+$40.9K
|
+498
|
+0.4%
|
|
|
198
|
C-J Advisory
San Jose,
California
|
$10M
|
+$686K
|
+8,345
|
+7%
|
|
|
199
|
Chatham Capital Group
Savannah,
Georgia
|
$9.87M
|
+$114K
|
+1,382
|
+1%
|
|
|
200
|
Next Financial Group
Houston,
Texas
|
$9.87M
|
-$757K
|
-9,209
|
-7%
|
|
