|
126
|
Versant Capital Management
Phoenix,
Arizona
|
$5.23M
|
+$17.8K
|
+519
|
+0.3%
|
|
|
127
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.21M
|
-$80.8K
|
-2,360
|
-1%
|
|
|
128
|
Annandale Capital
Dallas,
Texas
|
$5.19M
|
-$216K
|
-6,323
|
-4%
|
|
|
129
|
|
$5.17M
|
-$800K
|
-23,374
|
-13%
|
|
|
130
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.08M
|
–
|
–
|
–
|
|
|
131
|
Shearwater Capital
Denver,
Colorado
|
$5.06M
|
–
|
–
|
–
|
|
|
132
|
RS Crum Inc
Newport Beach,
California
|
$5.06M
|
+$692K
|
+20,225
|
+15%
|
|
|
133
|
Addison Advisors
Middlebury,
Vermont
|
$4.96M
|
+$301K
|
+8,798
|
+6%
|
|
|
134
|
Truist Financial
Charlotte,
North Carolina
|
$4.85M
|
+$61.7K
|
+1,802
|
+1%
|
|
|
135
|
Altiora Financial Group
Lebanon,
Ohio
|
$4.84M
|
+$6.13K
|
+179
|
+0.1%
|
|
|
136
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.77M
|
+$176K
|
+5,145
|
+4%
|
|
|
137
|
LAM Group
Lake Oswego,
Oregon
|
$4.77M
|
+$43.7K
|
+1,276
|
+0.9%
|
|
|
138
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.64M
|
-$50.8K
|
-1,483
|
-1%
|
|
|
139
|
UBS Group
Zurich,
Switzerland
|
$4.62M
|
-$68.7K
|
-2,006
|
-1%
|
|
|
140
|
Gradient Capital Advisors
San Diego,
California
|
$4.5M
|
+$209K
|
+6,107
|
+5%
|
|
|
141
|
US Bancorp
Minneapolis,
Minnesota
|
$4.49M
|
+$2.36M
|
+68,799
|
+106%
|
|
|
142
|
Sandy Spring Bank
Olney,
Maryland
|
$4.46M
|
+$55.5K
|
+1,622
|
+1%
|
|
|
143
|
Evensky & Katz
Coral Gables,
Florida
|
$4.43M
|
+$114K
|
+3,344
|
+3%
|
|
|
144
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$4.42M
|
–
|
–
|
–
|
|
|
145
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.31M
|
-$210K
|
-6,142
|
-5%
|
|
|
146
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.25M
|
-$184K
|
-5,370
|
-4%
|
|
|
147
|
GEM Asset Management
Plymouth,
Michigan
|
$4.22M
|
+$54.8K
|
+1,601
|
+1%
|
|
|
148
|
Builder Investment Group
Atlanta,
Georgia
|
$4.18M
|
–
|
–
|
–
|
|
|
149
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.08M
|
-$56.8K
|
-1,660
|
-1%
|
|
|
150
|
M Holdings Securities
Portland,
Oregon
|
$4.07M
|
-$248K
|
-7,241
|
-6%
|
|
