|
126
|
Sandy Spring Bank
Olney,
Maryland
|
$5.55M
|
+$959K
|
+27,369
|
+20%
|
|
|
127
|
Cresset Asset Management
Chicago,
Illinois
|
$5.43M
|
-$607K
|
-17,331
|
-10%
|
|
|
128
|
Versant Capital Management
Phoenix,
Arizona
|
$5.37M
|
+$9.39K
|
+268
|
+0.2%
|
|
|
129
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$5.3M
|
+$981
|
+28
|
+0%
|
|
|
130
|
Abacus Wealth Partners
Santa Monica,
California
|
$5.28M
|
-$308K
|
-8,801
|
-5%
|
|
|
131
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.25M
|
-$9.11K
|
-260
|
-0.2%
|
|
|
132
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.16M
|
-$2.07K
|
-59
|
-0%
|
|
|
133
|
Shearwater Capital
Denver,
Colorado
|
$5.11M
|
-$1.23K
|
-35
|
-0%
|
|
|
134
|
Financial Engines Advisors
Santa Clara,
California
|
$5.09M
|
-$51.5K
|
-1,469
|
-1%
|
|
|
135
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.99M
|
-$75.3K
|
-2,148
|
-1%
|
|
|
136
|
Annandale Capital
Dallas,
Texas
|
$4.98M
|
-$253K
|
-7,220
|
-5%
|
|
|
137
|
LAM Group
Lake Oswego,
Oregon
|
$4.8M
|
-$49K
|
-1,400
|
-1%
|
|
|
138
|
UBS Group
Zurich,
Switzerland
|
$4.79M
|
+$148K
|
+4,219
|
+3%
|
|
|
139
|
Truist Financial
Charlotte,
North Carolina
|
$4.78M
|
+$235K
|
+6,713
|
+5%
|
|
|
140
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$4.6M
|
–
|
–
|
–
|
|
|
141
|
Gradient Capital Advisors
San Diego,
California
|
$4.59M
|
+$17K
|
+486
|
+0.4%
|
|
|
142
|
Hemington Wealth Management
Falls Church,
Virginia
|
$4.32M
|
-$1.13M
|
-32,228
|
-20%
|
|
|
143
|
GEM Asset Management
Plymouth,
Michigan
|
$4.3M
|
+$2.59K
|
+74
|
+0.1%
|
|
|
144
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.3M
|
-$16.2K
|
-463
|
-0.4%
|
|
|
145
|
Builder Investment Group
Atlanta,
Georgia
|
$4.25M
|
–
|
–
|
–
|
|
|
146
|
Evensky & Katz
Coral Gables,
Florida
|
$4.25M
|
-$155K
|
-4,434
|
-3%
|
|
|
147
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.25M
|
-$24.5K
|
-699
|
-0.6%
|
|
|
148
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.23M
|
+$9.7K
|
+277
|
+0.2%
|
|
|
149
|
M Holdings Securities
Portland,
Oregon
|
$4.17M
|
+$1.35M
|
+38,501
|
+46%
|
|
|
150
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.11M
|
–
|
–
|
–
|
|
