|
151
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$41.6M
|
-$1.13M
|
-33,909
|
-3%
|
|
|
152
|
Rather & Kittrell
Knoxville,
Tennessee
|
$41.4M
|
-$306K
|
-9,187
|
-0.8%
|
|
|
153
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$41.4M
|
+$37.9M
|
+1,135,804
|
New
|
|
|
154
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$40.3M
|
-$43.5K
|
-1,305
|
-0.1%
|
|
|
155
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$40M
|
+$5.46M
|
+163,581
|
+17%
|
|
|
156
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$39.6M
|
+$442K
|
+13,261
|
+1%
|
|
|
157
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$39.6M
|
+$3.55M
|
+106,546
|
+11%
|
|
|
158
|
Beacon Pointe Advisors
Newport Beach,
California
|
$39.4M
|
-$5.05M
|
-151,401
|
-12%
|
|
|
159
|
Equitable Holdings
New York
|
$39.1M
|
+$491K
|
+14,730
|
+1%
|
|
|
160
|
Red Lighthouse Investment Management
New York
|
$38.5M
|
-$760K
|
-22,794
|
-2%
|
|
|
161
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$36.6M
|
+$1.13M
|
+33,733
|
+3%
|
|
|
162
|
Vestment Financial
Chanhassen,
Minnesota
|
$36.3M
|
+$1.01M
|
+30,294
|
+3%
|
|
|
163
|
Squire Investment Management Company
Orem,
Utah
|
$35.6M
|
+$627K
|
+18,796
|
+2%
|
|
|
164
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$34.9M
|
-$81.8K
|
-2,453
|
-0.3%
|
|
|
165
|
FMB Wealth Management
Westlake Village,
California
|
$34.8M
|
+$3.91M
|
+117,269
|
+14%
|
|
|
166
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$34.8M
|
-$2.42M
|
-72,530
|
-7%
|
|
|
167
|
IFG Advisory
Atlanta,
Georgia
|
$34.6M
|
+$320K
|
+9,579
|
+1%
|
|
|
168
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$34.4M
|
+$1.68M
|
+50,279
|
+6%
|
|
|
169
|
Vested Financial Planning
San Carlos,
California
|
$34.3M
|
-$2.77M
|
-83,078
|
-8%
|
|
|
170
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$34.1M
|
-$19.9K
|
-598
|
-0.1%
|
|
|
171
|
Dopkins Wealth Management
Williamsville,
New York
|
$33.9M
|
-$13.8K
|
-415
|
-0%
|
|
|
172
|
Parker Financial
Silverdale,
Washington
|
$33.7M
|
+$3.03M
|
+90,939
|
+11%
|
|
|
173
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$33.7M
|
+$268K
|
+8,023
|
+0.9%
|
|
|
174
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$33.6M
|
+$956K
|
+28,661
|
+3%
|
|
|
175
|
Private Wealth Management Group
Princeton,
New Jersey
|
$33.2M
|
+$43.3K
|
+1,299
|
+0.1%
|
|
