|
126
|
Embree Financial Group
Chicago,
Illinois
|
$7.36M
|
+$756K
|
+19,788
|
+12%
|
|
|
127
|
Wealthstream Advisors
New York
|
$7.04M
|
-$13K
|
-341
|
-0.2%
|
|
|
128
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.97M
|
-$643K
|
-16,831
|
-9%
|
|
|
129
|
BIP Wealth
Atlanta,
Georgia
|
$6.88M
|
+$2.85M
|
+74,481
|
+79%
|
|
|
130
|
Farther Finance Advisors
San Francisco,
California
|
$6.8M
|
-$94.1K
|
-2,463
|
-1%
|
|
|
131
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$6.73M
|
+$6.29M
|
+164,613
|
New
|
|
|
132
|
WNY Asset Management
Williamsville,
New York
|
$6.72M
|
+$120K
|
+3,143
|
+2%
|
|
|
133
|
Versant Capital Management
Phoenix,
Arizona
|
$6.63M
|
-$96.9K
|
-2,536
|
-2%
|
|
|
134
|
UBS Group
Zurich,
Switzerland
|
$6.62M
|
-$303K
|
-7,919
|
-5%
|
|
|
135
|
Financial Engines Advisors
Santa Clara,
California
|
$6.55M
|
+$365K
|
+9,558
|
+6%
|
|
|
136
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.27M
|
-$47.9K
|
-1,255
|
-0.8%
|
|
|
137
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.24M
|
-$2M
|
-52,355
|
-26%
|
|
|
138
|
Total Wealth Planning
Cincinnati,
Ohio
|
$6.21M
|
-$677K
|
-17,722
|
-10%
|
|
|
139
|
Cresset Asset Management
Chicago,
Illinois
|
$6.19M
|
+$14.5K
|
+380
|
+0.3%
|
|
|
140
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.14M
|
+$1.13M
|
+29,536
|
+24%
|
|
|
141
|
Shearwater Capital
Denver,
Colorado
|
$6.14M
|
–
|
–
|
–
|
|
|
142
|
Abacus Wealth Partners
Santa Monica,
California
|
$6.11M
|
-$214K
|
-5,614
|
-4%
|
|
|
143
|
Wells Fargo
San Francisco,
California
|
$6.04M
|
+$899K
|
+23,534
|
+19%
|
|
|
144
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.85M
|
-$19.8K
|
-518
|
-0.4%
|
|
|
145
|
EnRich Financial Partners
Madison,
Wisconsin
|
$5.84M
|
-$80.6K
|
-2,111
|
-1%
|
|
|
146
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.82M
|
-$305K
|
-7,995
|
-5%
|
|
|
147
|
Truist Financial
Charlotte,
North Carolina
|
$5.76M
|
+$47.7K
|
+1,249
|
+0.9%
|
|
|
148
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.57M
|
-$2M
|
-52,476
|
-28%
|
|
|
149
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$5.53M
|
–
|
–
|
–
|
|
|
150
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$5.52M
|
+$1.18M
|
+30,922
|
+30%
|
|
