|
126
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$24.6M
|
+$703K
|
+17,072
|
+3%
|
|
|
127
|
Austin Wealth Management
Austin,
Texas
|
$24.4M
|
+$637K
|
+15,486
|
+3%
|
|
|
128
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$23.9M
|
+$239K
|
+5,803
|
+1%
|
|
|
129
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$23.8M
|
+$1.95M
|
+47,358
|
+9%
|
|
|
130
|
BWM Planning
The Woodlands,
Texas
|
$23.4M
|
+$462K
|
+11,223
|
+2%
|
|
|
131
|
Parkshore Wealth Management
Granite Bay,
California
|
$23.1M
|
+$2.35M
|
+57,102
|
+11%
|
|
|
132
|
Next Level Wealth Planning
Meridian,
Idaho
|
$22.9M
|
+$893K
|
+21,688
|
+4%
|
|
|
133
|
Truist Financial
Charlotte,
North Carolina
|
$22.8M
|
+$5.54M
|
+134,701
|
+32%
|
|
|
134
|
AWM Capital
Phoenix,
Arizona
|
$22.5M
|
-$514K
|
-12,498
|
-2%
|
|
|
135
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$22.4M
|
-$866K
|
-21,037
|
-4%
|
|
|
136
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$21.2M
|
+$6.96K
|
+169
|
+0%
|
|
|
137
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.2M
|
-$1.5M
|
-36,375
|
-7%
|
|
|
138
|
Builder Investment Group
Atlanta,
Georgia
|
$20.9M
|
+$832K
|
+20,227
|
+4%
|
|
|
139
|
Essential Planning
Portsmouth,
New Hampshire
|
$20M
|
-$726K
|
-17,631
|
-4%
|
|
|
140
|
Diversify Wealth Management
Sandy,
Utah
|
$19.9M
|
+$312K
|
+7,583
|
+2%
|
|
|
141
|
Diversify Advisory Services
Sandy,
Utah
|
$19.9M
|
+$19.7M
|
+478,293
|
New
|
|
|
142
|
CPA Asset Management
West Palm Beach,
Florida
|
$19.7M
|
+$1.09M
|
+26,424
|
+6%
|
|
|
143
|
Waverly Advisors
Birmingham,
Alabama
|
$19.5M
|
+$913K
|
+22,186
|
+5%
|
|
|
144
|
Evermay Wealth Management
Arlington,
Virginia
|
$19.1M
|
+$1.09M
|
+26,600
|
+6%
|
|
|
145
|
Private Wealth Management Group
Princeton,
New Jersey
|
$19.1M
|
+$930K
|
+22,591
|
+5%
|
|
|
146
|
Note Advisors
Buffalo,
New York
|
$19.1M
|
+$2.16M
|
+52,605
|
+13%
|
|
|
147
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$19M
|
+$1.05M
|
+25,464
|
+6%
|
|
|
148
|
Curio Wealth
Annapolis,
Maryland
|
$18.9M
|
+$1.32M
|
+32,067
|
+8%
|
|
|
149
|
Veracity Capital
Atlanta,
Georgia
|
$18.4M
|
+$18.3M
|
+445,022
|
New
|
|
|
150
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$18.4M
|
+$1.19M
|
+29,030
|
+7%
|
|
