|
126
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.33M
|
+$5.16M
|
+154,535
|
New
|
|
|
127
|
Annandale Capital
Dallas,
Texas
|
$5.3M
|
-$42.5K
|
-1,272
|
-0.8%
|
|
|
128
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.23M
|
-$4.71K
|
-141
|
-0.1%
|
|
|
129
|
Financial Engines Advisors
Santa Clara,
California
|
$5.21M
|
-$870K
|
-26,037
|
-15%
|
|
|
130
|
Shearwater Capital
Denver,
Colorado
|
$5.18M
|
-$34.7K
|
-1,039
|
-0.7%
|
|
|
131
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.13M
|
-$228K
|
-6,833
|
-4%
|
|
|
132
|
LAM Group
Lake Oswego,
Oregon
|
$4.91M
|
-$5.65K
|
-169
|
-0.1%
|
|
|
133
|
Altiora Financial Group
Lebanon,
Ohio
|
$4.87M
|
-$121K
|
-3,627
|
-3%
|
|
|
134
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.77M
|
-$2.71K
|
-81
|
-0.1%
|
|
|
135
|
UBS Group
Zurich,
Switzerland
|
$4.72M
|
-$48.8K
|
-1,461
|
-1%
|
|
|
136
|
Sandy Spring Bank
Olney,
Maryland
|
$4.68M
|
+$85.5K
|
+2,560
|
+2%
|
|
|
137
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$4.66M
|
+$100K
|
+3,000
|
+2%
|
|
|
138
|
Gradient Capital Advisors
San Diego,
California
|
$4.64M
|
+$2.51K
|
+75
|
+0.1%
|
|
|
139
|
Truist Financial
Charlotte,
North Carolina
|
$4.62M
|
-$363K
|
-10,861
|
-8%
|
|
|
140
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.55M
|
-$356K
|
-10,665
|
-7%
|
|
|
141
|
Veritable
Wilmington,
Delaware
|
$4.48M
|
-$953K
|
-28,530
|
-18%
|
|
|
142
|
Evensky & Katz
Coral Gables,
Florida
|
$4.46M
|
-$105K
|
-3,136
|
-2%
|
|
|
143
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.37M
|
+$167
|
+5
|
+0%
|
|
|
144
|
GEM Asset Management
Plymouth,
Michigan
|
$4.36M
|
+$12.5K
|
+373
|
+0.3%
|
|
|
145
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.33M
|
-$111K
|
-3,337
|
-3%
|
|
|
146
|
Builder Investment Group
Atlanta,
Georgia
|
$4.31M
|
–
|
–
|
–
|
|
|
147
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.28M
|
+$73.9K
|
+2,212
|
+2%
|
|
|
148
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.17M
|
–
|
–
|
–
|
|
|
149
|
Wells Fargo
San Francisco,
California
|
$4.17M
|
+$40.9K
|
+1,223
|
+1%
|
|
|
150
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.95M
|
+$61.4K
|
+1,838
|
+2%
|
|
