|
151
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.45M
|
-$970K
|
-23,111
|
-13%
|
|
|
152
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.38M
|
-$393K
|
-9,353
|
-6%
|
|
|
153
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.23M
|
-$22.1K
|
-527
|
-0.3%
|
|
|
154
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.17M
|
+$72.1K
|
+1,718
|
+1%
|
|
|
155
|
Kondo Wealth Advisors
Pasadena,
California
|
$6.1M
|
-$52.1K
|
-1,240
|
-0.8%
|
|
|
156
|
WNY Asset Management
Williamsville,
New York
|
$6.03M
|
-$264K
|
-6,298
|
-4%
|
|
|
157
|
Shearwater Capital
Denver,
Colorado
|
$5.96M
|
-$1.76K
|
-42
|
-0%
|
|
|
158
|
EnRich Financial Partners
Madison,
Wisconsin
|
$5.74M
|
-$66.7K
|
-1,590
|
-1%
|
|
|
159
|
Abacus Wealth Partners
Santa Monica,
California
|
$5.73M
|
-$79.5K
|
-1,895
|
-1%
|
|
|
160
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.54M
|
+$214K
|
+5,095
|
+4%
|
|
|
161
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$5.53M
|
–
|
–
|
–
|
|
|
162
|
Truist Financial
Charlotte,
North Carolina
|
$5.5M
|
-$88.9K
|
-2,117
|
-2%
|
|
|
163
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.47M
|
-$187K
|
-4,464
|
-3%
|
|
|
164
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.46M
|
-$44.2K
|
-1,052
|
-0.8%
|
|
|
165
|
LAM Group
Lake Oswego,
Oregon
|
$5.37M
|
-$67.2K
|
-1,602
|
-1%
|
|
|
166
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.33M
|
+$1.44M
|
+34,282
|
+36%
|
|
|
167
|
Gradient Capital Advisors
San Diego,
California
|
$5.33M
|
+$29.2K
|
+695
|
+0.5%
|
|
|
168
|
Builder Investment Group
Atlanta,
Georgia
|
$5.25M
|
–
|
–
|
–
|
|
|
169
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.18M
|
–
|
–
|
–
|
|
|
170
|
GEM Asset Management
Plymouth,
Michigan
|
$5.07M
|
-$114K
|
-2,716
|
-2%
|
|
|
171
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.98M
|
–
|
–
|
–
|
|
|
172
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.97M
|
+$171K
|
+4,081
|
+4%
|
|
|
173
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.96M
|
-$154K
|
-3,678
|
-3%
|
|
|
174
|
Evensky & Katz
Coral Gables,
Florida
|
$4.93M
|
-$85.8K
|
-2,044
|
-2%
|
|
|
175
|
Bank of America
Charlotte,
North Carolina
|
$4.92M
|
+$104K
|
+2,471
|
+2%
|
|
