|
151
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11.2M
|
+$2.51M
|
+35,959
|
+30%
|
|
|
152
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.2M
|
+$150K
|
+2,150
|
+1%
|
|
|
153
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$11.1M
|
-$5.3M
|
-75,965
|
-33%
|
|
|
154
|
Southport Capital Management
Chattanooga,
Tennessee
|
$10.9M
|
-$1.5M
|
-21,428
|
-12%
|
|
|
155
|
Truist Financial
Charlotte,
North Carolina
|
$10.6M
|
-$651K
|
-9,321
|
-6%
|
|
|
156
|
CCG Wealth Management
San Diego,
California
|
$10.5M
|
+$2.26M
|
+32,347
|
+29%
|
|
|
157
|
SigFig Wealth Management
San Francisco,
California
|
$10.4M
|
+$4.63M
|
+66,338
|
+66%
|
|
|
158
|
US Bancorp
Minneapolis,
Minnesota
|
$10.4M
|
+$63.7K
|
+913
|
+0.6%
|
|
|
159
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$10.1M
|
+$93.5K
|
+1,340
|
+1%
|
|
|
160
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.93M
|
-$1.17M
|
-16,817
|
-11%
|
|
|
161
|
Affinity Capital Advisors
Berkeley,
California
|
$9.62M
|
-$803K
|
-11,503
|
-8%
|
|
|
162
|
Vectors Research Management
New York
|
$9.48M
|
-$5.28M
|
-75,599
|
-37%
|
|
|
163
|
Transform Wealth
Greenwood Village,
Colorado
|
$9.43M
|
-$415K
|
-5,938
|
-4%
|
|
|
164
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$9.43M
|
+$9.08M
|
+130,055
|
New
|
|
|
165
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.04M
|
-$36K
|
-516
|
-0.4%
|
|
|
166
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$8.91M
|
+$8.59M
|
+122,996
|
New
|
|
|
167
|
Freedom Investment Management
Hartford,
Connecticut
|
$8.84M
|
+$917K
|
+13,135
|
+12%
|
|
|
168
|
HNP Capital
Rochester,
New York
|
$8.64M
|
-$4.45M
|
-63,715
|
-35%
|
|
|
169
|
Lowery Thomas LLC
Pebble Beach,
California
|
$8.25M
|
+$7.95M
|
+113,845
|
New
|
|
|
170
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$8.24M
|
+$743K
|
+10,647
|
+10%
|
|
|
171
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$8.07M
|
+$347K
|
+4,968
|
+5%
|
|
|
172
|
Waller Financial Planning Group
Columbus,
Ohio
|
$7.93M
|
-$489K
|
-7,004
|
-6%
|
|
|
173
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$7.92M
|
+$841K
|
+12,040
|
+12%
|
|
|
174
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$7.92M
|
-$43.8K
|
-627
|
-0.6%
|
|
|
175
|
TIAA FSB
Jacksonville,
Florida
|
$7.73M
|
+$3.63M
|
+52,045
|
+95%
|
|
