|
151
|
Cypress Point Wealth Management
Dallas,
Texas
|
$32M
|
+$933K
|
+29,592
|
+3%
|
|
|
152
|
Mattern Wealth Management
Lawrence,
Kansas
|
$31.9M
|
+$16.6M
|
+525,773
|
+114%
|
|
|
153
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$31.1M
|
+$1.05M
|
+33,323
|
+4%
|
|
|
154
|
Passive Capital Management
Baltimore,
Maryland
|
$30.8M
|
+$5.21M
|
+165,108
|
+21%
|
|
|
155
|
Rockbridge Investment Management
Syracuse,
New York
|
$30M
|
+$2.44M
|
+77,487
|
+9%
|
|
|
156
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$29.7M
|
-$615K
|
-19,512
|
-2%
|
|
|
157
|
IFG Advisory
Atlanta,
Georgia
|
$29.7M
|
+$966K
|
+30,628
|
+3%
|
|
|
158
|
Mather Group
Chicago,
Illinois
|
$29.4M
|
-$410K
|
-12,998
|
-1%
|
|
|
159
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$29.3M
|
+$2.67M
|
+84,568
|
+10%
|
|
|
160
|
WMS Partners
Towson,
Maryland
|
$29.2M
|
-$184K
|
-5,830
|
-0.6%
|
|
|
161
|
Private Wealth Management Group
Princeton,
New Jersey
|
$29.1M
|
+$266K
|
+8,426
|
+0.9%
|
|
|
162
|
Liberty Wealth Management
Oakland,
California
|
$28.9M
|
+$24.8M
|
+786,938
|
+87%
|
|
|
163
|
Truist Financial
Charlotte,
North Carolina
|
$28.8M
|
+$2.8M
|
+88,883
|
+11%
|
|
|
164
|
Squire Investment Management Company
Orem,
Utah
|
$28.6M
|
+$1.32M
|
+41,807
|
+5%
|
|
|
165
|
Peirce Capital Management
The Woodlands,
Texas
|
$28.5M
|
+$1.66M
|
+52,621
|
+6%
|
|
|
166
|
Watchman Group
Plano,
Texas
|
$28.4M
|
+$394K
|
+12,489
|
+1%
|
|
|
167
|
WNY Asset Management
Williamsville,
New York
|
$28.2M
|
+$23.7M
|
+750,213
|
+609%
|
|
|
168
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$27.6M
|
+$12.5M
|
+395,299
|
+86%
|
|
|
169
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$27.5M
|
-$1.22M
|
-38,775
|
-4%
|
|
|
170
|
Walden Wealth Partners
Beachwood,
Ohio
|
$27.1M
|
-$80K
|
-2,538
|
-0.3%
|
|
|
171
|
UMB Bank
Kansas City,
Missouri
|
$26.5M
|
–
|
–
|
–
|
|
|
172
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$26.4M
|
-$7.41K
|
-235
|
-0%
|
|
|
173
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.7M
|
-$118K
|
-3,735
|
-0.5%
|
|
|
174
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$25.5M
|
-$2.3M
|
-73,007
|
-8%
|
|
|
175
|
Lutz Financial Services
Omaha,
Nebraska
|
$24.7M
|
+$500K
|
+15,861
|
+2%
|
|
