|
126
|
Shearwater Capital
Denver,
Colorado
|
$5.06M
|
–
|
–
|
–
|
|
|
127
|
Altiora Financial Group
Lebanon,
Ohio
|
$4.84M
|
+$4.8M
|
+144,468
|
New
|
|
|
128
|
Truist Financial
Charlotte,
North Carolina
|
$4.79M
|
+$996K
|
+29,964
|
+27%
|
|
|
129
|
Bridgeworth
Birmingham,
Alabama
|
$4.78M
|
+$655K
|
+19,719
|
+16%
|
|
|
130
|
LAM Group
Lake Oswego,
Oregon
|
$4.73M
|
+$4.7M
|
+141,293
|
New
|
|
|
131
|
UBS Group
Zurich,
Switzerland
|
$4.69M
|
+$35.5K
|
+1,068
|
+0.8%
|
|
|
132
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.69M
|
-$1.01M
|
-30,437
|
-18%
|
|
|
133
|
Addison Advisors
Middlebury,
Vermont
|
$4.66M
|
+$1.45M
|
+43,654
|
+46%
|
|
|
134
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.6M
|
-$7.44K
|
-224
|
-0.2%
|
|
|
135
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.52M
|
-$28K
|
-844
|
-0.6%
|
|
|
136
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.43M
|
–
|
–
|
–
|
|
|
137
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$4.42M
|
–
|
–
|
–
|
|
|
138
|
Sandy Spring Bank
Olney,
Maryland
|
$4.4M
|
-$107K
|
-3,206
|
-2%
|
|
|
139
|
RS Crum Inc
Newport Beach,
California
|
$4.38M
|
-$100K
|
-3,017
|
-2%
|
|
|
140
|
Evensky & Katz
Coral Gables,
Florida
|
$4.32M
|
-$94.8K
|
-2,852
|
-2%
|
|
|
141
|
M Holdings Securities
Portland,
Oregon
|
$4.31M
|
-$10.6K
|
-318
|
-0.2%
|
|
|
142
|
Gradient Capital Advisors
San Diego,
California
|
$4.29M
|
+$517K
|
+15,558
|
+14%
|
|
|
143
|
Builder Investment Group
Atlanta,
Georgia
|
$4.18M
|
+$4.15M
|
+124,912
|
New
|
|
|
144
|
GEM Asset Management
Plymouth,
Michigan
|
$4.16M
|
+$4.13M
|
+124,369
|
New
|
|
|
145
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.13M
|
-$65.4K
|
-1,968
|
-2%
|
|
|
146
|
Wells Fargo
San Francisco,
California
|
$4.13M
|
+$40.9K
|
+1,231
|
+1%
|
|
|
147
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.05M
|
–
|
–
|
–
|
|
|
148
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.8M
|
+$185K
|
+5,558
|
+5%
|
|
|
149
|
FMB Wealth Management
Westlake Village,
California
|
$3.79M
|
+$3.76M
|
+113,107
|
New
|
|
|
150
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.77M
|
+$370K
|
+11,141
|
+11%
|
|
