|
176
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$30.3M
|
+$3.04M
|
+86,443
|
+11%
|
|
|
177
|
Mather Group
Chicago,
Illinois
|
$29.3M
|
-$957K
|
-27,172
|
-3%
|
|
|
178
|
Peirce Capital Management
The Woodlands,
Texas
|
$29.1M
|
-$682K
|
-19,360
|
-2%
|
|
|
179
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$29M
|
+$29.5M
|
+838,892
|
New
|
|
|
180
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29M
|
+$1.36M
|
+38,579
|
+5%
|
|
|
181
|
Truist Financial
Charlotte,
North Carolina
|
$28.6M
|
-$2.95M
|
-83,905
|
-9%
|
|
|
182
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$28.4M
|
+$28.9M
|
+820,214
|
New
|
|
|
183
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$28.3M
|
-$10.3K
|
-293
|
-0%
|
|
|
184
|
UMB Bank
Kansas City,
Missouri
|
$28M
|
-$376K
|
-10,674
|
-1%
|
|
|
185
|
Wolfstich Capital
Medfield,
Massachusetts
|
$27.9M
|
+$28.4M
|
+805,473
|
New
|
|
|
186
|
FMB Wealth Management
Westlake Village,
California
|
$27.8M
|
+$2.4M
|
+68,100
|
+9%
|
|
|
187
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$27.6M
|
-$979K
|
-27,813
|
-3%
|
|
|
188
|
MilWealth Group
Milwaukee,
Wisconsin
|
$27.6M
|
+$16.1M
|
+457,680
|
+135%
|
|
|
189
|
Parker Financial
Silverdale,
Washington
|
$27M
|
+$5.72M
|
+162,361
|
+26%
|
|
|
190
|
Helen Stephens Group
Fort Worth,
Texas
|
$27M
|
-$26.3M
|
-747,439
|
-49%
|
|
|
191
|
Root Financial Partners
Encinitas,
California
|
$26.9M
|
-$1.03M
|
-29,370
|
-4%
|
|
|
192
|
Lutz Financial Services
Omaha,
Nebraska
|
$26.7M
|
+$69.6K
|
+1,977
|
+0.3%
|
|
|
193
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$26.7M
|
-$419K
|
-11,906
|
-2%
|
|
|
194
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$26.3M
|
+$1.59M
|
+45,179
|
+6%
|
|
|
195
|
Vantage Point Financial
Lisle,
Illinois
|
$26.2M
|
+$26.7M
|
+757,246
|
New
|
|
|
196
|
Empirical Wealth Management
Seattle,
Washington
|
$26.1M
|
+$310K
|
+8,801
|
+1%
|
|
|
197
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$25.7M
|
+$26.1M
|
+741,806
|
New
|
|
|
198
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$25.6M
|
+$731K
|
+20,744
|
+3%
|
|
|
199
|
Raffa Wealth Management
Washington,
District of Columbia
|
$25.6M
|
+$1.73M
|
+49,100
|
+7%
|
|
|
200
|
Momentous Wealth Management
Vancouver,
Washington
|
$25.4M
|
+$25.9M
|
+734,630
|
New
|
|
