|
126
|
Builder Investment Group
Atlanta,
Georgia
|
$18.9M
|
+$664K
|
+17,921
|
+4%
|
|
|
127
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.9M
|
+$1.24M
|
+33,444
|
+7%
|
|
|
128
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$18.4M
|
+$277K
|
+7,471
|
+2%
|
|
|
129
|
Stifel Financial
St. Louis,
Missouri
|
$18.3M
|
+$2.04M
|
+54,910
|
+13%
|
|
|
130
|
Wealthquest
Cincinnati,
Ohio
|
$18.3M
|
+$531K
|
+14,331
|
+3%
|
|
|
131
|
SouthState Corp
Winter Haven,
Florida
|
$18.1M
|
-$1.17M
|
-31,518
|
-6%
|
|
|
132
|
Diversify Wealth Management
Sandy,
Utah
|
$17.8M
|
-$657K
|
-17,724
|
-4%
|
|
|
133
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.9M
|
-$2.81M
|
-75,873
|
-15%
|
|
|
134
|
Advantage Trust Company
Salina,
Kansas
|
$16.9M
|
+$178K
|
+4,797
|
+1%
|
|
|
135
|
CPA Asset Management
West Palm Beach,
Florida
|
$16.5M
|
+$1.37M
|
+36,974
|
+9%
|
|
|
136
|
Colorado Capital Management
Boulder,
Colorado
|
$16.2M
|
+$194K
|
+5,246
|
+1%
|
|
|
137
|
Quantum Financial Advisors
El Segundo,
California
|
$16M
|
-$349K
|
-9,412
|
-2%
|
|
|
138
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$15.7M
|
–
|
–
|
–
|
|
|
139
|
Financial Engines Advisors
Santa Clara,
California
|
$15.6M
|
+$1.18M
|
+31,755
|
+8%
|
|
|
140
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$15.5M
|
-$31.8K
|
-859
|
-0.2%
|
|
|
141
|
|
$15.5M
|
–
|
–
|
–
|
|
|
142
|
Private Wealth Management Group
Princeton,
New Jersey
|
$15.3M
|
+$2.24M
|
+60,500
|
+18%
|
|
|
143
|
Note Advisors
Buffalo,
New York
|
$15.3M
|
+$1.37M
|
+37,003
|
+11%
|
|
|
144
|
Truist Financial
Charlotte,
North Carolina
|
$15.2M
|
+$4.13M
|
+111,419
|
+39%
|
|
|
145
|
Envision Financial Planning
Memphis,
Tennessee
|
$15.1M
|
-$316K
|
-8,539
|
-2%
|
|
|
146
|
Liberty Wealth Management
Oakland,
California
|
$15M
|
+$114K
|
+3,070
|
+0.8%
|
|
|
147
|
Pinnacle Associates
New York
|
$14.9M
|
–
|
–
|
–
|
|
|
148
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$14.9M
|
–
|
–
|
–
|
|
|
149
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$14.9M
|
-$701K
|
-18,901
|
-5%
|
|
|
150
|
Charter Capital Management
Brookfield,
Wisconsin
|
$14.9M
|
+$326K
|
+8,783
|
+2%
|
|
