|
151
|
Seneschal Advisors
Tacoma,
Washington
|
$7.36M
|
+$143K
|
+3,280
|
+2%
|
|
|
152
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$7.33M
|
-$432K
|
-9,912
|
-6%
|
|
|
153
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$7.31M
|
-$9.97K
|
-229
|
-0.1%
|
|
|
154
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.19M
|
-$33K
|
-757
|
-0.5%
|
|
|
155
|
Bank of America
Charlotte,
North Carolina
|
$7.12M
|
+$37.1K
|
+853
|
+0.5%
|
|
|
156
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.12M
|
+$2.57M
|
+59,003
|
+59%
|
|
|
157
|
Truist Financial
Charlotte,
North Carolina
|
$6.86M
|
+$829K
|
+19,027
|
+14%
|
|
|
158
|
Quantinno Capital Management
New York
|
$6.86M
|
+$3.67M
|
+84,259
|
+122%
|
|
|
159
|
Wealthstream Advisors
New York
|
$6.86M
|
-$156K
|
-3,588
|
-2%
|
|
|
160
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.75M
|
-$17.8K
|
-408
|
-0.3%
|
|
|
161
|
Kondo Wealth Advisors
Pasadena,
California
|
$6.54M
|
-$137K
|
-3,142
|
-2%
|
|
|
162
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$6.51M
|
-$958K
|
-21,986
|
-13%
|
|
|
163
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.43M
|
-$309K
|
-7,098
|
-5%
|
|
|
164
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.38M
|
-$300K
|
-6,882
|
-5%
|
|
|
165
|
Shearwater Capital
Denver,
Colorado
|
$6.31M
|
-$147K
|
-3,369
|
-2%
|
|
|
166
|
WNY Asset Management
Williamsville,
New York
|
$6.26M
|
-$81.1K
|
-1,863
|
-1%
|
|
|
167
|
EnRich Financial Partners
Madison,
Wisconsin
|
$6.05M
|
-$50.2K
|
-1,152
|
-0.8%
|
|
|
168
|
Northwest Wealth Management
Spencer,
Iowa
|
$6.05M
|
-$131K
|
-3,011
|
-2%
|
|
|
169
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$6M
|
–
|
–
|
–
|
|
|
170
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.96M
|
-$917K
|
-21,054
|
-14%
|
|
|
171
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.96M
|
-$1.03M
|
-23,613
|
-15%
|
|
|
172
|
Gradient Capital Advisors
San Diego,
California
|
$5.93M
|
-$38.6K
|
-887
|
-0.7%
|
|
|
173
|
Colorado Capital Management
Boulder,
Colorado
|
$5.9M
|
-$18.6K
|
-428
|
-0.3%
|
|
|
174
|
LAM Group
Lake Oswego,
Oregon
|
$5.82M
|
+$218
|
+5
|
+0%
|
|
|
175
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.72M
|
-$119K
|
-2,722
|
-2%
|
|
