|
201
|
Truist Financial
Charlotte,
North Carolina
|
$32.4M
|
+$259K
|
+6,424
|
+0.8%
|
|
|
202
|
Financial Alternatives
La Jolla,
California
|
$32.4M
|
+$7.75M
|
+192,458
|
+30%
|
|
|
203
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$32.3M
|
-$370K
|
-9,196
|
-1%
|
|
|
204
|
Pacific Asset Management
Gig Harbor,
Washington
|
$32.1M
|
+$2.38M
|
+58,967
|
+8%
|
|
|
205
|
Raffa Wealth Management
Washington,
District of Columbia
|
$31.6M
|
+$744K
|
+18,478
|
+2%
|
|
|
206
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$31.4M
|
-$11.3K
|
-281
|
-0%
|
|
|
207
|
Liberty Wealth Management
Oakland,
California
|
$31.4M
|
+$100K
|
+2,487
|
+0.3%
|
|
|
208
|
UMB Bank
Kansas City,
Missouri
|
$31.3M
|
-$68.5K
|
-1,700
|
-0.2%
|
|
|
209
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$31.2M
|
+$987K
|
+24,493
|
+3%
|
|
|
210
|
MilWealth Group
Milwaukee,
Wisconsin
|
$31.1M
|
+$31.7K
|
+787
|
+0.1%
|
|
|
211
|
Peirce Capital Management
The Woodlands,
Texas
|
$31.1M
|
-$236K
|
-5,870
|
-0.7%
|
|
|
212
|
Fiduciary Financial Group
San Rafael,
California
|
$31M
|
+$1.95M
|
+48,290
|
+6%
|
|
|
213
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$30.7M
|
–
|
–
|
–
|
|
|
214
|
Marrick Wealth
Irvine,
California
|
$30.5M
|
-$254K
|
-6,314
|
-0.8%
|
|
|
215
|
Helen Stephens Group
Fort Worth,
Texas
|
$30.4M
|
+$2.97M
|
+73,605
|
+10%
|
|
|
216
|
Efficient Advisors
Mason,
Ohio
|
$30.4M
|
-$21.9M
|
-543,906
|
-41%
|
|
|
217
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$30.2M
|
+$757K
|
+18,796
|
+2%
|
|
|
218
|
SageOak Financial
Tulsa,
Oklahoma
|
$30M
|
+$714K
|
+17,713
|
+2%
|
|
|
219
|
Outbound Financial Inc
Boulder,
Colorado
|
$29.5M
|
+$2.4M
|
+59,666
|
+9%
|
|
|
220
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$29.4M
|
+$3.17M
|
+78,670
|
+12%
|
|
|
221
|
Wheels Up Wealth
Benicia,
California
|
$29.4M
|
+$236K
|
+5,849
|
+0.8%
|
|
|
222
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$29.4M
|
+$3.44M
|
+85,398
|
+13%
|
|
|
223
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$29.1M
|
+$608K
|
+15,101
|
+2%
|
|
|
224
|
AA Financial Advisors
Columbus,
Ohio
|
$28.8M
|
+$29.8M
|
+740,205
|
New
|
|
|
225
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$28.7M
|
+$1.01M
|
+25,119
|
+4%
|
|
