|
151
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$7.16M
|
–
|
–
|
–
|
|
|
152
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$7.09M
|
-$1.82M
|
-45,429
|
-21%
|
|
|
153
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$6.92M
|
-$9.72K
|
-242
|
-0.1%
|
|
|
154
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.83M
|
-$436K
|
-10,855
|
-6%
|
|
|
155
|
Seneschal Advisors
Tacoma,
Washington
|
$6.83M
|
+$50.8K
|
+1,265
|
+0.8%
|
|
|
156
|
Bank of America
Charlotte,
North Carolina
|
$6.7M
|
+$1.57M
|
+39,060
|
+33%
|
|
|
157
|
Wealthstream Advisors
New York
|
$6.64M
|
-$3.57K
|
-89
|
-0.1%
|
|
|
158
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.63M
|
+$12K
|
+299
|
+0.2%
|
|
|
159
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.53M
|
-$18K
|
-447
|
-0.3%
|
|
|
160
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.4M
|
-$315K
|
-7,847
|
-5%
|
|
|
161
|
Kondo Wealth Advisors
Pasadena,
California
|
$6.4M
|
+$53.9K
|
+1,342
|
+0.9%
|
|
|
162
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.38M
|
-$6.14K
|
-153
|
-0.1%
|
|
|
163
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.32M
|
-$3.37K
|
-84
|
-0.1%
|
|
|
164
|
Embree Financial Group
Chicago,
Illinois
|
$6.23M
|
-$1.61M
|
-40,082
|
-21%
|
|
|
165
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.18M
|
+$657K
|
+16,348
|
+13%
|
|
|
166
|
Shearwater Capital
Denver,
Colorado
|
$6.11M
|
–
|
–
|
–
|
|
|
167
|
WNY Asset Management
Williamsville,
New York
|
$6M
|
-$174K
|
-4,321
|
-3%
|
|
|
168
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.85M
|
+$160K
|
+3,995
|
+3%
|
|
|
169
|
EnRich Financial Partners
Madison,
Wisconsin
|
$5.77M
|
-$108K
|
-2,689
|
-2%
|
|
|
170
|
Truist Financial
Charlotte,
North Carolina
|
$5.69M
|
+$40.5K
|
+1,008
|
+0.8%
|
|
|
171
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$5.68M
|
–
|
–
|
–
|
|
|
172
|
Gradient Capital Advisors
San Diego,
California
|
$5.65M
|
+$171K
|
+4,267
|
+3%
|
|
|
173
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.6M
|
-$1.21K
|
-30
|
-0%
|
|
|
174
|
Colorado Capital Management
Boulder,
Colorado
|
$5.6M
|
-$1.05M
|
-26,211
|
-17%
|
|
|
175
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.53M
|
-$80.4K
|
-2,003
|
-2%
|
|
