|
151
|
|
$3.83M
|
+$1.65M
|
+37,594
|
+76%
|
|
|
152
|
Soundmark Wealth Management
Kirkland,
Washington
|
$3.81M
|
+$6.15K
|
+140
|
+0.2%
|
|
|
153
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.61M
|
-$141K
|
-3,200
|
-4%
|
|
|
154
|
Claris Advisors
St. Louis,
Missouri
|
$3.49M
|
-$103K
|
-2,348
|
-3%
|
|
|
155
|
Level Financial Advisors
East Amherst,
New York
|
$3.49M
|
-$28.2K
|
-642
|
-0.8%
|
|
|
156
|
Evensky & Katz
Coral Gables,
Florida
|
$3.36M
|
-$171K
|
-3,898
|
-5%
|
|
|
157
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$3.32M
|
+$3.31M
|
+75,448
|
New
|
|
|
158
|
City State Bank
Norwalk,
Iowa
|
$3.27M
|
+$602K
|
+13,700
|
+23%
|
|
|
159
|
Shira Ridge Wealth Management
Larkspur,
California
|
$3.25M
|
+$3.25M
|
+74,000
|
New
|
|
|
160
|
Safeguard Investment Advisory Group
Corona,
California
|
$3.23M
|
+$349K
|
+7,949
|
+12%
|
|
|
161
|
KM Capital Management
Austin,
Texas
|
$3.23M
|
+$3.23M
|
+73,546
|
New
|
|
|
162
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.17M
|
+$2.06M
|
+46,921
|
+186%
|
|
|
163
|
3D/L Capital Management
Hartford,
Connecticut
|
$3.02M
|
-$102K
|
-2,322
|
-3%
|
|
|
164
|
Activest Wealth Management
Aventure,
Florida
|
$2.97M
|
+$2.97M
|
+67,681
|
New
|
|
|
165
|
Efficient Advisors
Mason,
Ohio
|
$2.96M
|
+$2.68M
|
+61,048
|
+955%
|
|
|
166
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.96M
|
+$14.9K
|
+340
|
+0.5%
|
|
|
167
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.84M
|
-$1.01M
|
-22,899
|
-26%
|
|
|
168
|
tru Independence
Portland,
Oregon
|
$2.8M
|
-$28.5K
|
-649
|
-1%
|
|
|
169
|
Klingman & Associates
New York
|
$2.78M
|
-$41.9K
|
-953
|
-1%
|
|
|
170
|
True Capital Management
San Francisco,
California
|
$2.7M
|
+$2.7M
|
+61,438
|
New
|
|
|
171
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.65M
|
+$2.65M
|
+60,240
|
New
|
|
|
172
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.63M
|
-$332K
|
-7,569
|
-11%
|
|
|
173
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.57M
|
+$87.3K
|
+1,987
|
+4%
|
|
|
174
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.51M
|
–
|
–
|
–
|
|
|
175
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$2.49M
|
+$2.48M
|
+56,568
|
New
|
|
