|
126
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$22.4M
|
+$724K
|
+18,092
|
+3%
|
|
|
127
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$22M
|
-$199K
|
-4,984
|
-0.9%
|
|
|
128
|
AWM Capital
Phoenix,
Arizona
|
$21.8M
|
-$95.1K
|
-2,378
|
-0.4%
|
|
|
129
|
BWM Planning
The Woodlands,
Texas
|
$21.7M
|
-$2.35M
|
-58,770
|
-10%
|
|
|
130
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.4M
|
+$2.15M
|
+53,873
|
+11%
|
|
|
131
|
Berger Financial Group
Plymouth,
Minnesota
|
$21.4M
|
-$4.08M
|
-101,928
|
-16%
|
|
|
132
|
Next Level Wealth Planning
Meridian,
Idaho
|
$20.8M
|
+$662K
|
+16,561
|
+3%
|
|
|
133
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$20.6M
|
+$1.11M
|
+27,638
|
+6%
|
|
|
134
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$20M
|
+$394K
|
+9,853
|
+2%
|
|
|
135
|
Essential Planning
Portsmouth,
New Hampshire
|
$19.6M
|
-$305K
|
-7,617
|
-1%
|
|
|
136
|
Parkshore Wealth Management
Granite Bay,
California
|
$19.6M
|
+$5.25M
|
+131,302
|
+35%
|
|
|
137
|
Builder Investment Group
Atlanta,
Georgia
|
$19M
|
-$371K
|
-9,271
|
-2%
|
|
|
138
|
Diversify Wealth Management
Sandy,
Utah
|
$18.9M
|
+$726K
|
+18,140
|
+4%
|
|
|
139
|
CPA Asset Management
West Palm Beach,
Florida
|
$17.6M
|
+$762K
|
+19,038
|
+4%
|
|
|
140
|
Waverly Advisors
Birmingham,
Alabama
|
$17.5M
|
+$10.9M
|
+271,708
|
+152%
|
|
|
141
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.3M
|
-$15.5K
|
-388
|
-0.1%
|
|
|
142
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$17.2M
|
-$1.57M
|
-39,305
|
-8%
|
|
|
143
|
Private Wealth Management Group
Princeton,
New Jersey
|
$17.1M
|
+$1.49M
|
+37,292
|
+9%
|
|
|
144
|
Advantage Trust Company
Salina,
Kansas
|
$17M
|
-$257K
|
-6,419
|
-1%
|
|
|
145
|
Evermay Wealth Management
Arlington,
Virginia
|
$17M
|
+$2.75M
|
+68,783
|
+19%
|
|
|
146
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$16.9M
|
+$17.4M
|
+434,029
|
New
|
|
|
147
|
Curio Wealth
Annapolis,
Maryland
|
$16.6M
|
+$1.6M
|
+40,114
|
+10%
|
|
|
148
|
Colorado Capital Management
Boulder,
Colorado
|
$16.5M
|
-$2K
|
-50
|
-0%
|
|
|
149
|
SouthState Corp
Winter Haven,
Florida
|
$16.3M
|
-$2.26M
|
-56,557
|
-12%
|
|
|
150
|
Truist Financial
Charlotte,
North Carolina
|
$16.3M
|
+$808K
|
+20,197
|
+5%
|
|
