|
151
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$11.6M
|
+$662K
|
+20,189
|
+6%
|
|
|
152
|
Morling Financial Advisors
Fremont,
California
|
$11.6M
|
-$423K
|
-12,917
|
-4%
|
|
|
153
|
Equitable Holdings
New York
|
$11M
|
+$1.35M
|
+41,254
|
+15%
|
|
|
154
|
Curio Wealth
Annapolis,
Maryland
|
$10.8M
|
+$10.3M
|
+312,986
|
+138,489%
|
|
|
155
|
Fermata Advisors
Sonoma,
California
|
$10.8M
|
+$1.26M
|
+38,493
|
+14%
|
|
|
156
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$10.8M
|
-$204K
|
-6,227
|
-2%
|
|
|
157
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.5M
|
+$2.47M
|
+75,306
|
+33%
|
|
|
158
|
Financial Engines Advisors
Santa Clara,
California
|
$10.4M
|
+$8.15M
|
+248,635
|
+467%
|
|
|
159
|
CVA Family Office
Denver,
Colorado
|
$10.4M
|
+$327K
|
+9,975
|
+3%
|
|
|
160
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$10.2M
|
-$466K
|
-14,208
|
-5%
|
|
|
161
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$9.83M
|
+$2.52M
|
+77,007
|
+37%
|
|
|
162
|
Fort Henry Capital
Wheeling,
West Virginia
|
$9.78M
|
+$146K
|
+4,452
|
+2%
|
|
|
163
|
Private Wealth Management Group
Princeton,
New Jersey
|
$9.78M
|
+$1.47M
|
+44,915
|
+19%
|
|
|
164
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$9.72M
|
+$1.26M
|
+38,369
|
+16%
|
|
|
165
|
Truist Financial
Charlotte,
North Carolina
|
$9.68M
|
+$2.34M
|
+71,334
|
+34%
|
|
|
166
|
Two West Capital Advisors
Overland Park,
Kansas
|
$9.66M
|
-$1.38M
|
-42,158
|
-13%
|
|
|
167
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$9.6M
|
–
|
–
|
–
|
|
|
168
|
Tortoise Investment Management
White Plains,
New York
|
$9.58M
|
+$462K
|
+14,092
|
+5%
|
|
|
169
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$9.57M
|
+$247K
|
+7,527
|
+3%
|
|
|
170
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.34M
|
+$48.4K
|
+1,478
|
+0.6%
|
|
|
171
|
Claris Advisors
St. Louis,
Missouri
|
$9.21M
|
+$5.1M
|
+155,786
|
+141%
|
|
|
172
|
GEM Asset Management
Plymouth,
Michigan
|
$9.21M
|
+$341K
|
+10,420
|
+4%
|
|
|
173
|
Shira Ridge Wealth Management
Larkspur,
California
|
$9.2M
|
-$97.9K
|
-2,989
|
-1%
|
|
|
174
|
Sutton Place Investors
Katonah,
New York
|
$9.12M
|
+$268K
|
+8,177
|
+3%
|
|
|
175
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.11M
|
+$7.77M
|
+237,256
|
+900%
|
|
