|
176
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$30M
|
+$1.15M
|
+33,226
|
+4%
|
|
|
177
|
Liberty Wealth Management
Oakland,
California
|
$29.6M
|
-$384K
|
-11,071
|
-1%
|
|
|
178
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$29.5M
|
+$475K
|
+13,683
|
+2%
|
|
|
179
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$29.3M
|
+$32.1M
|
+923,797
|
+10,982%
|
|
|
180
|
Watchman Group
Plano,
Texas
|
$29.1M
|
-$745K
|
-21,469
|
-2%
|
|
|
181
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$28.2M
|
+$600K
|
+17,277
|
+2%
|
|
|
182
|
FMB Wealth Management
Westlake Village,
California
|
$28.2M
|
+$1.77M
|
+51,086
|
+6%
|
|
|
183
|
Truist Financial
Charlotte,
North Carolina
|
$28.2M
|
+$960K
|
+27,659
|
+3%
|
|
|
184
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.1M
|
+$472K
|
+13,602
|
+2%
|
|
|
185
|
Parker Financial
Silverdale,
Washington
|
$28M
|
+$1.94M
|
+55,819
|
+7%
|
|
|
186
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$27.8M
|
+$2.87M
|
+82,776
|
+11%
|
|
|
187
|
Peirce Capital Management
The Woodlands,
Texas
|
$27.7M
|
+$8.75K
|
+252
|
+0%
|
|
|
188
|
Mather Group
Chicago,
Illinois
|
$27.5M
|
-$504K
|
-14,520
|
-2%
|
|
|
189
|
Vantage Point Financial
Lisle,
Illinois
|
$27.3M
|
+$2.47M
|
+71,136
|
+9%
|
|
|
190
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$26.9M
|
-$47.8K
|
-1,378
|
-0.2%
|
|
|
191
|
UMB Bank
Kansas City,
Missouri
|
$26.8M
|
–
|
–
|
–
|
|
|
192
|
Momentous Wealth Management
Vancouver,
Washington
|
$26.6M
|
+$2.5M
|
+72,094
|
+10%
|
|
|
193
|
Lutz Financial Services
Omaha,
Nebraska
|
$26.6M
|
+$1.16M
|
+33,347
|
+4%
|
|
|
194
|
Wolfstich Capital
Medfield,
Massachusetts
|
$26.6M
|
–
|
–
|
–
|
|
|
195
|
MilWealth Group
Milwaukee,
Wisconsin
|
$26.2M
|
-$59K
|
-1,699
|
-0.2%
|
|
|
196
|
Raffa Wealth Management
Washington,
District of Columbia
|
$25.7M
|
+$1.33M
|
+38,229
|
+5%
|
|
|
197
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$25.6M
|
+$2.08M
|
+59,884
|
+8%
|
|
|
198
|
Helen Stephens Group
Fort Worth,
Texas
|
$25.6M
|
-$216K
|
-6,233
|
-0.8%
|
|
|
199
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$25.4M
|
-$23.6K
|
-680
|
-0.1%
|
|
|
200
|
Mills Wealth Advisors
Southlake,
Texas
|
$25.3M
|
+$1.99M
|
+57,453
|
+8%
|
|
