|
176
|
Mills Wealth Advisors
Southlake,
Texas
|
$38.4M
|
+$1.45M
|
+37,244
|
+4%
|
|
|
177
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$38.4M
|
+$1.39M
|
+35,598
|
+4%
|
|
|
178
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$37.8M
|
-$2.39M
|
-61,354
|
-6%
|
|
|
179
|
IFG Advisory
Atlanta,
Georgia
|
$37.8M
|
-$711K
|
-18,207
|
-2%
|
|
|
180
|
Dopkins Wealth Management
Williamsville,
New York
|
$37.5M
|
+$4.8K
|
+123
|
+0%
|
|
|
181
|
Parker Financial
Silverdale,
Washington
|
$37.4M
|
-$420K
|
-10,755
|
-1%
|
|
|
182
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$37.3M
|
+$86.5K
|
+2,216
|
+0.2%
|
|
|
183
|
Pandowealth
Peachtree City,
Georgia
|
$37.2M
|
+$36.6M
|
+938,620
|
New
|
|
|
184
|
Private Wealth Management Group
Princeton,
New Jersey
|
$37M
|
+$225K
|
+5,775
|
+0.6%
|
|
|
185
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$36.9M
|
+$36.4M
|
+932,059
|
New
|
|
|
186
|
Watchman Group
Plano,
Texas
|
$36.8M
|
-$50.7K
|
-1,299
|
-0.1%
|
|
|
187
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$36.8M
|
+$456K
|
+11,671
|
+1%
|
|
|
188
|
XY Planning Network
Bozeman,
Montana
|
$36.3M
|
+$18M
|
+461,029
|
+101%
|
|
|
189
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$35.9M
|
-$630K
|
-16,139
|
-2%
|
|
|
190
|
Schulz Wealth
Mansfield,
Texas
|
$35.6M
|
+$943K
|
+24,161
|
+3%
|
|
|
191
|
Lutz Financial Services
Omaha,
Nebraska
|
$35.5M
|
+$2.36M
|
+60,481
|
+7%
|
|
|
192
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$35M
|
-$719K
|
-18,422
|
-2%
|
|
|
193
|
B&D White Capital Company
Lakeway,
Texas
|
$34.6M
|
+$217K
|
+5,567
|
+0.6%
|
|
|
194
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$33.8M
|
+$1.35M
|
+34,474
|
+4%
|
|
|
195
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$33.7M
|
+$1.65M
|
+42,200
|
+5%
|
|
|
196
|
Versant Capital Management
Phoenix,
Arizona
|
$33.5M
|
+$3.87M
|
+99,254
|
+13%
|
|
|
197
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$33.2M
|
-$106K
|
-2,714
|
-0.3%
|
|
|
198
|
Truist Financial
Charlotte,
North Carolina
|
$32.8M
|
-$326K
|
-8,359
|
-1%
|
|
|
199
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$32.3M
|
+$3.09M
|
+79,295
|
+11%
|
|
|
200
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$32M
|
-$747K
|
-19,150
|
-2%
|
|
