|
151
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$13.5M
|
-$245K
|
-6,914
|
-2%
|
|
|
152
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.2M
|
+$227K
|
+6,406
|
+2%
|
|
|
153
|
Mendota Financial Group
Madison,
Wisconsin
|
$13.1M
|
+$769K
|
+21,741
|
+6%
|
|
|
154
|
Equitable Holdings
New York
|
$13M
|
+$1.41M
|
+39,899
|
+13%
|
|
|
155
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$13M
|
+$774K
|
+21,872
|
+7%
|
|
|
156
|
Note Advisors
Buffalo,
New York
|
$12.8M
|
+$494K
|
+13,978
|
+4%
|
|
|
157
|
Fermata Advisors
Sonoma,
California
|
$12.7M
|
+$1.35M
|
+38,303
|
+12%
|
|
|
158
|
Graver Capital Management
Columbus,
Ohio
|
$12.7M
|
-$211K
|
-5,968
|
-2%
|
|
|
159
|
Morling Financial Advisors
Fremont,
California
|
$12.6M
|
+$401K
|
+11,344
|
+3%
|
|
|
160
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$12.5M
|
-$2.48K
|
-70
|
-0%
|
|
|
161
|
Private Wealth Management Group
Princeton,
New Jersey
|
$12.4M
|
+$2.1M
|
+59,311
|
+21%
|
|
|
162
|
Curio Wealth
Annapolis,
Maryland
|
$12.2M
|
+$748K
|
+21,140
|
+7%
|
|
|
163
|
Evermay Wealth Management
Arlington,
Virginia
|
$11.9M
|
+$3.63M
|
+102,564
|
+46%
|
|
|
164
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$11.7M
|
+$344K
|
+9,730
|
+3%
|
|
|
165
|
CVA Family Office
Denver,
Colorado
|
$11.7M
|
+$710K
|
+20,084
|
+7%
|
|
|
166
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$11.6M
|
+$1.27M
|
+35,882
|
+13%
|
|
|
167
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$11.3M
|
+$1.08M
|
+30,578
|
+11%
|
|
|
168
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$11M
|
+$9.49M
|
+268,280
|
+790%
|
|
|
169
|
Parkshore Wealth Management
Granite Bay,
California
|
$11M
|
+$1.77M
|
+50,181
|
+20%
|
|
|
170
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.6M
|
+$4.35M
|
+123,068
|
+73%
|
|
|
171
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$10.5M
|
-$227K
|
-6,426
|
-2%
|
|
|
172
|
Tortoise Investment Management
White Plains,
New York
|
$10.5M
|
+$393K
|
+11,123
|
+4%
|
|
|
173
|
GEM Asset Management
Plymouth,
Michigan
|
$10.5M
|
+$596K
|
+16,841
|
+6%
|
|
|
174
|
Truist Financial
Charlotte,
North Carolina
|
$10.4M
|
+$224K
|
+6,326
|
+2%
|
|
|
175
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$10.2M
|
+$1.73M
|
+48,993
|
+21%
|
|
