|
151
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$34.3M
|
+$1.15M
|
+34,804
|
+4%
|
|
|
152
|
Passive Capital Management
Baltimore,
Maryland
|
$33.7M
|
+$906K
|
+27,417
|
+3%
|
|
|
153
|
EP Wealth Advisors
Torrance,
California
|
$33.5M
|
-$577K
|
-17,477
|
-2%
|
|
|
154
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$32.9M
|
-$595K
|
-18,026
|
-2%
|
|
|
155
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$31.6M
|
+$7.66K
|
+232
|
+0%
|
|
|
156
|
Watchman Group
Plano,
Texas
|
$31.4M
|
+$1.15M
|
+34,842
|
+4%
|
|
|
157
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$31.4M
|
+$242K
|
+7,312
|
+0.8%
|
|
|
158
|
Private Wealth Management Group
Princeton,
New Jersey
|
$31.3M
|
+$352K
|
+10,667
|
+1%
|
|
|
159
|
IFG Advisory
Atlanta,
Georgia
|
$31.3M
|
-$265K
|
-8,024
|
-0.9%
|
|
|
160
|
Liberty Wealth Management
Oakland,
California
|
$31.3M
|
-$25.7M
|
-779,433
|
-46%
|
|
|
161
|
Truist Financial
Charlotte,
North Carolina
|
$31.2M
|
+$578K
|
+17,492
|
+2%
|
|
|
162
|
Squire Investment Management Company
Orem,
Utah
|
$31M
|
+$527K
|
+15,941
|
+2%
|
|
|
163
|
WMS Partners
Towson,
Maryland
|
$30.7M
|
-$292K
|
-8,837
|
-1%
|
|
|
164
|
Mather Group
Chicago,
Illinois
|
$30M
|
-$1.52M
|
-46,044
|
-5%
|
|
|
165
|
Dopkins Wealth Management
Williamsville,
New York
|
$29.9M
|
-$4.1M
|
-124,250
|
-12%
|
|
|
166
|
Peirce Capital Management
The Woodlands,
Texas
|
$29.5M
|
-$785K
|
-23,781
|
-3%
|
|
|
167
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$28.3M
|
-$857K
|
-25,944
|
-3%
|
|
|
168
|
UMB Bank
Kansas City,
Missouri
|
$28.2M
|
–
|
–
|
–
|
|
|
169
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$28M
|
-$22.1K
|
-668
|
-0.1%
|
|
|
170
|
Root Financial Partners
Encinitas,
California
|
$27.7M
|
+$2M
|
+60,454
|
+8%
|
|
|
171
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27.4M
|
+$72.8K
|
+2,204
|
+0.3%
|
|
|
172
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$27M
|
+$3.28M
|
+99,436
|
+14%
|
|
|
173
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$26.8M
|
-$275K
|
-8,335
|
-1%
|
|
|
174
|
Lutz Financial Services
Omaha,
Nebraska
|
$26.4M
|
+$140K
|
+4,235
|
+0.6%
|
|
|
175
|
Empirical Wealth Management
Seattle,
Washington
|
$25.6M
|
-$26.7K
|
-809
|
-0.1%
|
|
