|
151
|
WMS Partners
Towson,
Maryland
|
$26.7M
|
-$67K
|
-2,476
|
-0.3%
|
|
|
152
|
IFG Advisory
Atlanta,
Georgia
|
$26.5M
|
+$195K
|
+7,221
|
+0.8%
|
|
|
153
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$26.4M
|
+$734K
|
+27,137
|
+3%
|
|
|
154
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$26M
|
+$181K
|
+6,696
|
+0.8%
|
|
|
155
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$25.4M
|
-$25.6K
|
-946
|
-0.1%
|
|
|
156
|
Watchman Group
Plano,
Texas
|
$24.9M
|
+$452K
|
+16,692
|
+2%
|
|
|
157
|
ML&R Wealth Management
Austin,
Texas
|
$24.7M
|
+$474K
|
+17,514
|
+2%
|
|
|
158
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.3M
|
-$25.2K
|
-930
|
-0.1%
|
|
|
159
|
UMB Bank
Kansas City,
Missouri
|
$24.1M
|
–
|
–
|
–
|
|
|
160
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$23.9M
|
-$156K
|
-5,770
|
-0.7%
|
|
|
161
|
Truist Financial
Charlotte,
North Carolina
|
$23.6M
|
+$131K
|
+4,837
|
+0.6%
|
|
|
162
|
Walden Wealth Partners
Beachwood,
Ohio
|
$23.4M
|
+$21.6M
|
+799,396
|
New
|
|
|
163
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$23.3M
|
+$21.5M
|
+796,334
|
New
|
|
|
164
|
Private Wealth Management Group
Princeton,
New Jersey
|
$22.8M
|
+$21.1M
|
+781,156
|
New
|
|
|
165
|
Empirical Wealth Management
Seattle,
Washington
|
$22.8M
|
-$232K
|
-8,587
|
-1%
|
|
|
166
|
Peirce Capital Management
The Woodlands,
Texas
|
$22.8M
|
+$21.1M
|
+780,145
|
New
|
|
|
167
|
Soundmark Wealth Management
Kirkland,
Washington
|
$22.7M
|
+$349K
|
+12,882
|
+2%
|
|
|
168
|
Rockbridge Investment Management
Syracuse,
New York
|
$22.7M
|
+$2.24M
|
+82,769
|
+12%
|
|
|
169
|
Passive Capital Management
Baltimore,
Maryland
|
$22.3M
|
+$678K
|
+25,068
|
+3%
|
|
|
170
|
Squire Investment Management Company
Orem,
Utah
|
$22.3M
|
+$20.6M
|
+761,912
|
New
|
|
|
171
|
Root Financial Partners
Encinitas,
California
|
$22.1M
|
+$208K
|
+7,678
|
+1%
|
|
|
172
|
Kraft Asset Management
Nashville,
Tennessee
|
$21.1M
|
-$86K
|
-3,178
|
-0.4%
|
|
|
173
|
Symmetry Partners
Glastonbury,
Connecticut
|
$20.5M
|
-$460K
|
-16,984
|
-2%
|
|
|
174
|
Versant Capital Management
Phoenix,
Arizona
|
$20.4M
|
-$605K
|
-22,365
|
-3%
|
|
|
175
|
Lutz Financial Services
Omaha,
Nebraska
|
$20.2M
|
+$2.17M
|
+80,242
|
+13%
|
|
