|
151
|
Truist Financial
Charlotte,
North Carolina
|
$10.7M
|
+$751K
|
+14,312
|
+8%
|
|
|
152
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.6M
|
-$628K
|
-11,962
|
-6%
|
|
|
153
|
Level Financial Advisors
East Amherst,
New York
|
$10.5M
|
-$155K
|
-2,957
|
-2%
|
|
|
154
|
Wealthspire Advisors (New York)
New York
|
$10.2M
|
+$363K
|
+6,907
|
+4%
|
|
|
155
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
-$7.35K
|
-140
|
-0.1%
|
|
|
156
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$10.1M
|
-$81.7K
|
-1,556
|
-0.8%
|
|
|
157
|
Greenspring Advisors
Towson,
Maryland
|
$10M
|
-$949K
|
-18,069
|
-9%
|
|
|
158
|
Peirce Capital Management
The Woodlands,
Texas
|
$9.82M
|
-$838K
|
-15,959
|
-8%
|
|
|
159
|
Financial Harvest
Winter Park,
Florida
|
$9.53M
|
-$92.5K
|
-1,762
|
-1%
|
|
|
160
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$9.25M
|
–
|
–
|
–
|
|
|
161
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$9.16M
|
-$270K
|
-5,146
|
-3%
|
|
|
162
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$9.03M
|
-$234K
|
-4,456
|
-3%
|
|
|
163
|
Ariadne Wealth Management
Santa Barbara,
California
|
$8.96M
|
+$525
|
+10
|
+0%
|
|
|
164
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$8.96M
|
-$34.5K
|
-657
|
-0.4%
|
|
|
165
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$8.64M
|
-$1.42K
|
-27
|
-0%
|
|
|
166
|
Seneschal Advisors
Tacoma,
Washington
|
$8.56M
|
-$351K
|
-6,691
|
-4%
|
|
|
167
|
Weinberger Asset Management
Los Angeles,
California
|
$8.54M
|
+$638K
|
+12,144
|
+9%
|
|
|
168
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$8.43M
|
+$1.21M
|
+23,052
|
+18%
|
|
|
169
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$8.39M
|
-$201K
|
-3,822
|
-2%
|
|
|
170
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.33M
|
+$1.78M
|
+33,853
|
+29%
|
|
|
171
|
Lutz Financial Services
Omaha,
Nebraska
|
$8.16M
|
-$120K
|
-2,280
|
-2%
|
|
|
172
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.81M
|
+$1.28M
|
+24,317
|
+21%
|
|
|
173
|
Kondo Wealth Advisors
Pasadena,
California
|
$7.73M
|
-$131K
|
-2,495
|
-2%
|
|
|
174
|
Northwest Wealth Management
Spencer,
Iowa
|
$7.65M
|
+$171K
|
+3,262
|
+2%
|
|
|
175
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$7.59M
|
-$27.2K
|
-518
|
-0.4%
|
|
