|
176
|
Watchman Group
Plano,
Texas
|
$33.1M
|
+$1.4M
|
+41,988
|
+5%
|
|
|
177
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$33M
|
+$910K
|
+27,293
|
+3%
|
|
|
178
|
Mills Wealth Advisors
Southlake,
Texas
|
$32.8M
|
+$4.99M
|
+149,528
|
+20%
|
|
|
179
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$32.2M
|
-$1.98M
|
-59,466
|
-6%
|
|
|
180
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$31.6M
|
+$1.25M
|
+37,492
|
+4%
|
|
|
181
|
Vantage Point Financial
Lisle,
Illinois
|
$31M
|
+$1.24M
|
+37,236
|
+4%
|
|
|
182
|
Truist Financial
Charlotte,
North Carolina
|
$30.8M
|
+$141K
|
+4,212
|
+0.5%
|
|
|
183
|
Simplicity Wealth
Summit,
New Jersey
|
$30.5M
|
+$10M
|
+300,878
|
+55%
|
|
|
184
|
Liberty Wealth Management
Oakland,
California
|
$30.4M
|
-$1.6M
|
-48,012
|
-5%
|
|
|
185
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30.3M
|
-$187K
|
-5,617
|
-0.7%
|
|
|
186
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$30.2M
|
-$439K
|
-13,151
|
-2%
|
|
|
187
|
Momentous Wealth Management
Vancouver,
Washington
|
$30.1M
|
+$1.12M
|
+33,488
|
+4%
|
|
|
188
|
Peirce Capital Management
The Woodlands,
Texas
|
$29.7M
|
-$421K
|
-12,618
|
-2%
|
|
|
189
|
Lutz Financial Services
Omaha,
Nebraska
|
$29.4M
|
+$474K
|
+14,216
|
+2%
|
|
|
190
|
Raffa Wealth Management
Washington,
District of Columbia
|
$29.3M
|
+$1.34M
|
+40,294
|
+5%
|
|
|
191
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$29.3M
|
–
|
–
|
–
|
|
|
192
|
UMB Bank
Kansas City,
Missouri
|
$29M
|
-$42.2K
|
-1,264
|
-0.2%
|
|
|
193
|
MilWealth Group
Milwaukee,
Wisconsin
|
$28.9M
|
+$407K
|
+12,192
|
+2%
|
|
|
194
|
Schulz Wealth
Mansfield,
Texas
|
$28.5M
|
+$2.02M
|
+60,636
|
+8%
|
|
|
195
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$28.5M
|
+$593K
|
+17,762
|
+2%
|
|
|
196
|
Mather Group
Chicago,
Illinois
|
$28.4M
|
-$1.35M
|
-40,563
|
-5%
|
|
|
197
|
RCS Financial Planning
Annapolis,
Maryland
|
$27.7M
|
+$2.22M
|
+66,463
|
+9%
|
|
|
198
|
SageOak Financial
Tulsa,
Oklahoma
|
$27.3M
|
+$2.07M
|
+62,185
|
+9%
|
|
|
199
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$27.3M
|
-$266K
|
-7,985
|
-1%
|
|
|
200
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$27.3M
|
+$266K
|
+7,979
|
+1%
|
|
