|
151
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$29.8M
|
+$855K
|
+28,328
|
+3%
|
|
|
152
|
WMS Partners
Towson,
Maryland
|
$29.1M
|
-$73.4K
|
-2,433
|
-0.3%
|
|
|
153
|
Liberty Wealth Management
Oakland,
California
|
$28.9M
|
-$864K
|
-28,632
|
-3%
|
|
|
154
|
Private Wealth Management Group
Princeton,
New Jersey
|
$28.6M
|
+$3.42M
|
+113,340
|
+15%
|
|
|
155
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$28.4M
|
-$3.11M
|
-103,102
|
-10%
|
|
|
156
|
IFG Advisory
Atlanta,
Georgia
|
$28.4M
|
-$492K
|
-16,295
|
-2%
|
|
|
157
|
Watchman Group
Plano,
Texas
|
$27.7M
|
+$447K
|
+14,809
|
+2%
|
|
|
158
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$27.6M
|
-$138K
|
-4,569
|
-0.5%
|
|
|
159
|
Mather Group
Chicago,
Illinois
|
$27.3M
|
–
|
–
|
–
|
|
|
160
|
Rockbridge Investment Management
Syracuse,
New York
|
$27.2M
|
+$2.34M
|
+77,455
|
+10%
|
|
|
161
|
Squire Investment Management Company
Orem,
Utah
|
$27.1M
|
+$2.56M
|
+84,895
|
+11%
|
|
|
162
|
Peirce Capital Management
The Woodlands,
Texas
|
$26.5M
|
+$1.52M
|
+50,359
|
+6%
|
|
|
163
|
Walden Wealth Partners
Beachwood,
Ohio
|
$26.4M
|
+$1.31M
|
+43,441
|
+5%
|
|
|
164
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$26.3M
|
+$800K
|
+26,509
|
+3%
|
|
|
165
|
UMB Bank
Kansas City,
Missouri
|
$26.2M
|
-$49.5K
|
-1,641
|
-0.2%
|
|
|
166
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$26.2M
|
–
|
–
|
–
|
|
|
167
|
Truist Financial
Charlotte,
North Carolina
|
$25.7M
|
-$142K
|
-4,706
|
-0.6%
|
|
|
168
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.6M
|
-$921K
|
-30,515
|
-4%
|
|
|
169
|
Soundmark Wealth Management
Kirkland,
Washington
|
$25.3M
|
+$438K
|
+14,508
|
+2%
|
|
|
170
|
Passive Capital Management
Baltimore,
Maryland
|
$25.2M
|
+$822K
|
+27,234
|
+4%
|
|
|
171
|
Empirical Wealth Management
Seattle,
Washington
|
$25.1M
|
+$194K
|
+6,411
|
+0.8%
|
|
|
172
|
Lutz Financial Services
Omaha,
Nebraska
|
$24M
|
+$1.87M
|
+61,810
|
+9%
|
|
|
173
|
Root Financial Partners
Encinitas,
California
|
$23.1M
|
-$973K
|
-32,233
|
-4%
|
|
|
174
|
|
$22.8M
|
-$17M
|
-562,969
|
-44%
|
|
|
175
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$22.6M
|
+$556K
|
+18,405
|
+3%
|
|
