|
176
|
Pandowealth
Peachtree City,
Georgia
|
$38.7M
|
+$2.27M
|
+56,230
|
+6%
|
|
|
177
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$38.2M
|
+$1.09M
|
+26,950
|
+3%
|
|
|
178
|
Vested Financial Planning
San Carlos,
California
|
$38.1M
|
-$59.4K
|
-1,474
|
-0.2%
|
|
|
179
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$37.8M
|
+$1.38M
|
+34,144
|
+4%
|
|
|
180
|
Parker Financial
Silverdale,
Washington
|
$37.5M
|
+$994K
|
+24,683
|
+3%
|
|
|
181
|
Savvy Advisors Inc
New York
|
$37.2M
|
+$11.6M
|
+288,074
|
+43%
|
|
|
182
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$37.2M
|
-$23.9M
|
-592,049
|
-38%
|
|
|
183
|
XY Planning Network
Bozeman,
Montana
|
$37.2M
|
+$1.31M
|
+32,455
|
+4%
|
|
|
184
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$37M
|
+$495K
|
+12,280
|
+1%
|
|
|
185
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$36.8M
|
+$552K
|
+13,693
|
+1%
|
|
|
186
|
Private Wealth Management Group
Princeton,
New Jersey
|
$36.3M
|
-$56K
|
-1,389
|
-0.1%
|
|
|
187
|
Versant Capital Management
Phoenix,
Arizona
|
$35.8M
|
+$3.04M
|
+75,563
|
+9%
|
|
|
188
|
Lutz Financial Services
Omaha,
Nebraska
|
$35.7M
|
+$913K
|
+22,665
|
+3%
|
|
|
189
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$35.6M
|
+$377K
|
+9,368
|
+1%
|
|
|
190
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$35.4M
|
+$1.84M
|
+45,756
|
+6%
|
|
|
191
|
Watchman Group
Plano,
Texas
|
$35.2M
|
-$970K
|
-24,084
|
-3%
|
|
|
192
|
Dopkins Wealth Management
Williamsville,
New York
|
$34.5M
|
-$2.33M
|
-57,816
|
-6%
|
|
|
193
|
Cloud Capital Management
Seattle,
Washington
|
$34.4M
|
+$6.01M
|
+149,084
|
+20%
|
|
|
194
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$34.3M
|
+$1.17M
|
+29,131
|
+3%
|
|
|
195
|
MML Investors Services
Springfield,
Massachusetts
|
$34M
|
-$4.15M
|
-103,108
|
-11%
|
|
|
196
|
CSP Financial Group
Scottsdale,
Arizona
|
$34M
|
+$35.2M
|
+874,504
|
New
|
|
|
197
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$33.6M
|
+$385K
|
+9,562
|
+1%
|
|
|
198
|
TRB Wealth Management
Houston,
Texas
|
$33.2M
|
+$34.4M
|
+854,642
|
New
|
|
|
199
|
B&D White Capital Company
Lakeway,
Texas
|
$32.9M
|
-$1.1M
|
-27,219
|
-3%
|
|
|
200
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$32.9M
|
+$1.28M
|
+31,779
|
+4%
|
|
