|
151
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$5M
|
+$70.6K
|
+1,153
|
+2%
|
|
|
152
|
Tidemark
San Diego,
California
|
$5M
|
+$1.65M
|
+26,983
|
+54%
|
|
|
153
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.97M
|
+$75.9K
|
+1,240
|
+2%
|
|
|
154
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.92M
|
+$602K
|
+9,832
|
+15%
|
|
|
155
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$4.62M
|
-$80.6K
|
-1,316
|
-2%
|
|
|
156
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.59M
|
+$3.65M
|
+59,669
|
+525%
|
|
|
157
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$4.52M
|
+$86.6K
|
+1,414
|
+2%
|
|
|
158
|
Farther Finance Advisors
San Francisco,
California
|
$4.49M
|
+$1.23M
|
+20,160
|
+41%
|
|
|
159
|
EnRich Financial Partners
Madison,
Wisconsin
|
$4.48M
|
+$108K
|
+1,770
|
+3%
|
|
|
160
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$4.37M
|
+$139K
|
+2,270
|
+3%
|
|
|
161
|
Annandale Capital
Dallas,
Texas
|
$4.28M
|
+$205K
|
+3,343
|
+5%
|
|
|
162
|
Apella Capital
West Hartford,
Connecticut
|
$4.26M
|
-$739K
|
-12,074
|
-16%
|
|
|
163
|
Objectivity Squared
Charleston,
South Carolina
|
$4.23M
|
+$138K
|
+2,256
|
+4%
|
|
|
164
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$4.21M
|
+$23K
|
+375
|
+0.6%
|
|
|
165
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4.13M
|
+$158K
|
+2,582
|
+4%
|
|
|
166
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.07M
|
+$61.8K
|
+1,009
|
+2%
|
|
|
167
|
Bank of New York Mellon
New York
|
$4.05M
|
+$292K
|
+4,777
|
+8%
|
|
|
168
|
Stifel Financial
St. Louis,
Missouri
|
$4.01M
|
-$12M
|
-196,199
|
-76%
|
|
|
169
|
Level Financial Advisors
East Amherst,
New York
|
$3.94M
|
+$209K
|
+3,406
|
+6%
|
|
|
170
|
Carlson Capital Management
Northfield,
Minnesota
|
$3.92M
|
-$413K
|
-6,746
|
-10%
|
|
|
171
|
LexAurum Advisors
Overland Park,
Kansas
|
$3.89M
|
+$257K
|
+4,196
|
+7%
|
|
|
172
|
Rockefeller Capital Management
New York
|
$3.87M
|
+$3.67M
|
+59,940
|
New
|
|
|
173
|
WorthPointe
La Jolla,
California
|
$3.77M
|
+$130K
|
+2,128
|
+4%
|
|
|
174
|
REDW Wealth
Albuquerque,
New Mexico
|
$3.71M
|
-$342K
|
-5,586
|
-9%
|
|
|
175
|
Financial Symmetry
Raleigh,
North Carolina
|
$3.59M
|
+$48.1K
|
+786
|
+1%
|
|
