|
126
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.1M
|
-$313K
|
-12,366
|
-1%
|
|
|
127
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$21M
|
-$11.9K
|
-470
|
-0.1%
|
|
|
128
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
+$2.47M
|
+97,474
|
+13%
|
|
|
129
|
Kraft Asset Management
Nashville,
Tennessee
|
$20.9M
|
-$1.67M
|
-66,001
|
-7%
|
|
|
130
|
Symmetry Partners
Glastonbury,
Connecticut
|
$20.9M
|
-$248K
|
-9,778
|
-1%
|
|
|
131
|
Empirical Wealth Management
Seattle,
Washington
|
$20.7M
|
-$459K
|
-18,110
|
-2%
|
|
|
132
|
ML&R Wealth Management
Austin,
Texas
|
$20.1M
|
+$827K
|
+32,644
|
+4%
|
|
|
133
|
Northwest Wealth Management
Spencer,
Iowa
|
$19.5M
|
-$299K
|
-11,811
|
-2%
|
|
|
134
|
Soundmark Wealth Management
Kirkland,
Washington
|
$18.9M
|
+$698K
|
+27,556
|
+4%
|
|
|
135
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$18.9M
|
+$2.33M
|
+91,784
|
+14%
|
|
|
136
|
Morton Capital Management
Calabasas,
California
|
$18.9M
|
+$58.9K
|
+2,325
|
+0.3%
|
|
|
137
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$18.8M
|
+$138K
|
+5,451
|
+0.7%
|
|
|
138
|
|
$18.7M
|
+$3.33M
|
+131,384
|
+22%
|
|
|
139
|
Creative Capital Management Investments
San Diego,
California
|
$18.7M
|
+$5.61M
|
+221,274
|
+43%
|
|
|
140
|
Wealthstream Advisors
New York
|
$18.3M
|
+$2.02M
|
+79,869
|
+13%
|
|
|
141
|
Root Financial Partners
Encinitas,
California
|
$18.2M
|
+$18.1M
|
+713,849
|
New
|
|
|
142
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$17.9M
|
+$1.5M
|
+59,402
|
+9%
|
|
|
143
|
MML Investors Services
Springfield,
Massachusetts
|
$17.8M
|
-$2.99M
|
-118,186
|
-14%
|
|
|
144
|
United Capital Financial Advisors
Irving,
Texas
|
$17.8M
|
-$2.1M
|
-83,030
|
-11%
|
|
|
145
|
Versant Capital Management
Phoenix,
Arizona
|
$17.1M
|
+$86K
|
+3,393
|
+0.5%
|
|
|
146
|
Cetera Advisors
Denver,
Colorado
|
$17M
|
+$408K
|
+16,124
|
+2%
|
|
|
147
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
+$9.48M
|
+374,366
|
+128%
|
|
|
148
|
Passive Capital Management
Baltimore,
Maryland
|
$16.9M
|
+$1.15M
|
+45,532
|
+7%
|
|
|
149
|
Truist Financial
Charlotte,
North Carolina
|
$16.8M
|
+$5M
|
+197,415
|
+43%
|
|
|
150
|
Straight Path Wealth Management
Jenison,
Michigan
|
$16.6M
|
+$2.04M
|
+80,563
|
+14%
|
|
