|
151
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$6.74M
|
+$509
|
+12
|
+0%
|
|
|
152
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.72M
|
-$143K
|
-3,370
|
-2%
|
|
|
153
|
Colorado Capital Management
Boulder,
Colorado
|
$6.59M
|
-$683K
|
-16,098
|
-9%
|
|
|
154
|
Seneschal Advisors
Tacoma,
Washington
|
$6.57M
|
+$6.82M
|
+160,672
|
New
|
|
|
155
|
Wealthstream Advisors
New York
|
$6.52M
|
-$364K
|
-8,565
|
-5%
|
|
|
156
|
Versant Capital Management
Phoenix,
Arizona
|
$6.5M
|
-$92.8K
|
-2,186
|
-1%
|
|
|
157
|
WNY Asset Management
Williamsville,
New York
|
$6.25M
|
-$73.4K
|
-1,729
|
-1%
|
|
|
158
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.2M
|
+$58.6K
|
+1,380
|
+0.9%
|
|
|
159
|
Kondo Wealth Advisors
Pasadena,
California
|
$6.11M
|
+$6.34M
|
+149,324
|
New
|
|
|
160
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.05M
|
-$101K
|
-2,371
|
-2%
|
|
|
161
|
Shearwater Capital
Denver,
Colorado
|
$5.92M
|
-$40.8K
|
-962
|
-0.7%
|
|
|
162
|
Abacus Wealth Partners
Santa Monica,
California
|
$5.77M
|
-$213K
|
-5,008
|
-3%
|
|
|
163
|
EnRich Financial Partners
Madison,
Wisconsin
|
$5.76M
|
-$46.1K
|
-1,087
|
-0.8%
|
|
|
164
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.61M
|
-$13.7K
|
-322
|
-0.2%
|
|
|
165
|
Truist Financial
Charlotte,
North Carolina
|
$5.55M
|
-$42.1K
|
-993
|
-0.7%
|
|
|
166
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$5.49M
|
–
|
–
|
–
|
|
|
167
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.47M
|
-$175K
|
-4,131
|
-3%
|
|
|
168
|
LAM Group
Lake Oswego,
Oregon
|
$5.4M
|
-$212
|
-5
|
-0%
|
|
|
169
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.29M
|
+$1.48M
|
+34,958
|
+37%
|
|
|
170
|
Gradient Capital Advisors
San Diego,
California
|
$5.26M
|
-$5.43K
|
-128
|
-0.1%
|
|
|
171
|
Builder Investment Group
Atlanta,
Georgia
|
$5.21M
|
–
|
–
|
–
|
|
|
172
|
M Financial Asset Management
Portland,
Oregon
|
$5.19M
|
-$857K
|
-20,185
|
-14%
|
|
|
173
|
GEM Asset Management
Plymouth,
Michigan
|
$5.15M
|
+$196K
|
+4,608
|
+4%
|
|
|
174
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.15M
|
–
|
–
|
–
|
|
|
175
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.07M
|
-$183K
|
-4,300
|
-3%
|
|
