|
151
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$14M
|
-$14M
|
-574,440
|
-50%
|
|
|
152
|
Straight Path Wealth Management
Jenison,
Michigan
|
$13.8M
|
+$8.52M
|
+350,087
|
+160%
|
|
|
153
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$13.1M
|
+$13.1M
|
+540,505
|
New
|
|
|
154
|
Sensible Money
Scottsdale,
Arizona
|
$12.9M
|
+$12.9M
|
+530,822
|
New
|
|
|
155
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$12.8M
|
-$237M
|
-9,761,167
|
-95%
|
|
|
156
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$12.7M
|
+$12.7M
|
+523,297
|
New
|
|
|
157
|
Private Advisor Group
Morristown,
New Jersey
|
$12.6M
|
+$738K
|
+30,338
|
+2%
|
|
|
158
|
Creative Capital Management Investments
San Diego,
California
|
$12.5M
|
+$12.5M
|
+513,303
|
New
|
|
|
159
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.3M
|
+$198K
|
+8,138
|
+2%
|
|
|
160
|
Summit Wealth Group
White River Junction,
Vermont
|
$12.2M
|
+$360K
|
+14,812
|
+3%
|
|
|
161
|
WealthSpring Partners
Long Beach,
California
|
$11.8M
|
+$2.33K
|
+96
|
+0%
|
|
|
162
|
CVA Family Office
Denver,
Colorado
|
$11.7M
|
+$1.42M
|
+58,281
|
+14%
|
|
|
163
|
|
$11.6M
|
+$5.49M
|
+225,662
|
+89%
|
|
|
164
|
Cypress Point Wealth Management
Dallas,
Texas
|
$11.5M
|
+$7M
|
+287,711
|
+154%
|
|
|
165
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.5M
|
-$187K
|
-7,678
|
-2%
|
|
|
166
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$11.3M
|
+$10.8M
|
+444,044
|
New
|
|
|
167
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
-$559K
|
-22,964
|
-5%
|
|
|
168
|
Cahill Financial Advisors
Edina,
Minnesota
|
$11.1M
|
+$1.16M
|
+47,863
|
+12%
|
|
|
169
|
Rockbridge Investment Management
Syracuse,
New York
|
$11.1M
|
+$4.67M
|
+192,149
|
+73%
|
|
|
170
|
FMB Wealth Management
Westlake Village,
California
|
$11M
|
+$11M
|
+453,281
|
New
|
|
|
171
|
Investment Advisory Group
Hanover,
Massachusetts
|
$10.7M
|
+$177K
|
+7,282
|
+2%
|
|
|
172
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$10.6M
|
+$457K
|
+18,801
|
+4%
|
|
|
173
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.2M
|
-$979K
|
-40,260
|
-9%
|
|
|
174
|
Integrated Advisors Network
Dallas,
Texas
|
$10.1M
|
-$287K
|
-11,796
|
-3%
|
|
|
175
|
Mills Wealth Advisors
Southlake,
Texas
|
$9.98M
|
+$10M
|
+411,154
|
New
|
|
