|
201
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$39.2M
|
+$826K
|
+19,299
|
+2%
|
|
|
202
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$39.1M
|
+$1.43M
|
+33,358
|
+4%
|
|
|
203
|
Truist Financial
Charlotte,
North Carolina
|
$38.9M
|
+$1.83M
|
+42,847
|
+5%
|
|
|
204
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$38.9M
|
+$3.12M
|
+72,825
|
+9%
|
|
|
205
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$38.7M
|
-$430K
|
-10,048
|
-1%
|
|
|
206
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$38.4M
|
+$1.02M
|
+23,907
|
+3%
|
|
|
207
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$38.3M
|
-$1.16M
|
-27,130
|
-3%
|
|
|
208
|
Pacific Asset Management
Gig Harbor,
Washington
|
$38M
|
+$1.36M
|
+31,872
|
+4%
|
|
|
209
|
TRB Wealth Management
Houston,
Texas
|
$37.5M
|
-$357K
|
-8,346
|
-1%
|
|
|
210
|
B&D White Capital Company
Lakeway,
Texas
|
$37.2M
|
-$361K
|
-8,442
|
-1%
|
|
|
211
|
Financial Alternatives
La Jolla,
California
|
$37M
|
+$79.2K
|
+1,851
|
+0.2%
|
|
|
212
|
Outbound Financial Inc
Boulder,
Colorado
|
$36.5M
|
+$2.73M
|
+63,812
|
+8%
|
|
|
213
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$36.2M
|
-$625K
|
-14,610
|
-2%
|
|
|
214
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$36.2M
|
+$255K
|
+5,955
|
+0.7%
|
|
|
215
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$36.1M
|
+$3.23M
|
+75,446
|
+10%
|
|
|
216
|
MilWealth Group
Milwaukee,
Wisconsin
|
$35.9M
|
+$361K
|
+8,443
|
+1%
|
|
|
217
|
UMB Bank
Kansas City,
Missouri
|
$35.7M
|
-$86.3K
|
-2,018
|
-0.3%
|
|
|
218
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$35.5M
|
+$6.14M
|
+143,521
|
+22%
|
|
|
219
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$35M
|
-$5.35K
|
-125
|
-0%
|
|
|
220
|
Marrick Wealth
Irvine,
California
|
$34.9M
|
+$89.1K
|
+2,082
|
+0.3%
|
|
|
221
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$34.8M
|
+$1.19M
|
+27,783
|
+4%
|
|
|
222
|
Scratch Capital
Boise,
Idaho
|
$34.7M
|
+$2.67M
|
+62,304
|
+9%
|
|
|
223
|
Helen Stephens Group
Fort Worth,
Texas
|
$34.5M
|
-$159K
|
-3,716
|
-0.5%
|
|
|
224
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$34.5M
|
+$929K
|
+21,718
|
+3%
|
|
|
225
|
Wheels Up Wealth
Benicia,
California
|
$34.5M
|
+$846K
|
+19,776
|
+3%
|
|
