|
126
|
Ariadne Wealth Management
Santa Barbara,
California
|
$7.11M
|
+$7.16M
|
+181,082
|
New
|
|
|
127
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.1M
|
-$243K
|
-6,145
|
-3%
|
|
|
128
|
Colorado Capital Management
Boulder,
Colorado
|
$7.03M
|
-$154K
|
-3,884
|
-2%
|
|
|
129
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.99M
|
-$177K
|
-4,469
|
-2%
|
|
|
130
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$6.92M
|
+$6.97M
|
+176,245
|
New
|
|
|
131
|
Farther Finance Advisors
San Francisco,
California
|
$6.91M
|
+$396K
|
+9,999
|
+6%
|
|
|
132
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.67M
|
-$27K
|
-682
|
-0.4%
|
|
|
133
|
Wealthstream Advisors
New York
|
$6.6M
|
-$164K
|
-4,152
|
-2%
|
|
|
134
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$6.41M
|
-$57.6K
|
-1,457
|
-0.9%
|
|
|
135
|
Versant Capital Management
Phoenix,
Arizona
|
$6.33M
|
-$43.6K
|
-1,103
|
-0.7%
|
|
|
136
|
WNY Asset Management
Williamsville,
New York
|
$6.32M
|
-$129K
|
-3,250
|
-2%
|
|
|
137
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$6.3M
|
+$1.01M
|
+25,567
|
+19%
|
|
|
138
|
Wells Fargo
San Francisco,
California
|
$6.24M
|
+$439K
|
+11,089
|
+8%
|
|
|
139
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.96M
|
-$55K
|
-1,389
|
-0.9%
|
|
|
140
|
Cresset Asset Management
Chicago,
Illinois
|
$5.94M
|
-$5.74K
|
-145
|
-0.1%
|
|
|
141
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$5.93M
|
+$26.3K
|
+665
|
+0.4%
|
|
|
142
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.89M
|
-$95.4K
|
-2,410
|
-2%
|
|
|
143
|
Abacus Wealth Partners
Santa Monica,
California
|
$5.84M
|
-$25.4K
|
-642
|
-0.4%
|
|
|
144
|
Shearwater Capital
Denver,
Colorado
|
$5.74M
|
-$158K
|
-3,988
|
-3%
|
|
|
145
|
EnRich Financial Partners
Madison,
Wisconsin
|
$5.58M
|
-$25.4K
|
-641
|
-0.4%
|
|
|
146
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.55M
|
-$46.3K
|
-1,169
|
-0.8%
|
|
|
147
|
Truist Financial
Charlotte,
North Carolina
|
$5.51M
|
-$26K
|
-656
|
-0.5%
|
|
|
148
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$5.46M
|
+$5.5M
|
+138,915
|
New
|
|
|
149
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.43M
|
-$796K
|
-20,112
|
-13%
|
|
|
150
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.41M
|
-$209K
|
-5,292
|
-4%
|
|
