|
151
|
Wealthspire Advisors (New York)
New York
|
$8.98M
|
-$519K
|
-11,445
|
-6%
|
|
|
152
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.86M
|
+$1.02M
|
+22,546
|
+13%
|
|
|
153
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$8.69M
|
-$23K
|
-506
|
-0.3%
|
|
|
154
|
Atomi Financial Group
New York
|
$8.64M
|
-$1.93M
|
-42,564
|
-19%
|
|
|
155
|
Walsh & Associates
Sarasota,
Florida
|
$8.44M
|
+$8.21M
|
+181,107
|
New
|
|
|
156
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$8.4M
|
+$439K
|
+9,683
|
+6%
|
|
|
157
|
Financial Harvest
Winter Park,
Florida
|
$8.39M
|
-$41.3K
|
-911
|
-0.5%
|
|
|
158
|
Bank of America
Charlotte,
North Carolina
|
$8.35M
|
+$903K
|
+19,906
|
+12%
|
|
|
159
|
Ariadne Wealth Management
Santa Barbara,
California
|
$8.14M
|
-$41.9K
|
-924
|
-0.6%
|
|
|
160
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$7.84M
|
-$293K
|
-6,465
|
-4%
|
|
|
161
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$7.83M
|
+$7.63M
|
+168,153
|
New
|
|
|
162
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$7.76M
|
-$147K
|
-3,245
|
-2%
|
|
|
163
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.73M
|
+$4.43M
|
+97,693
|
+143%
|
|
|
164
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$7.71M
|
-$6.59M
|
-145,285
|
-47%
|
|
|
165
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$7.62M
|
+$454
|
+10
|
+0%
|
|
|
166
|
Seneschal Advisors
Tacoma,
Washington
|
$7.53M
|
-$142K
|
-3,137
|
-2%
|
|
|
167
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.47M
|
-$24.8K
|
-546
|
-0.3%
|
|
|
168
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.16M
|
+$123K
|
+2,707
|
+2%
|
|
|
169
|
Truist Financial
Charlotte,
North Carolina
|
$7.15M
|
-$2.18K
|
-48
|
-0%
|
|
|
170
|
Lutz Financial Services
Omaha,
Nebraska
|
$7.08M
|
+$1.09M
|
+24,049
|
+19%
|
|
|
171
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$6.85M
|
-$766K
|
-16,895
|
-10%
|
|
|
172
|
Kondo Wealth Advisors
Pasadena,
California
|
$6.8M
|
-$14.1K
|
-311
|
-0.2%
|
|
|
173
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.61M
|
-$88.7K
|
-1,956
|
-1%
|
|
|
174
|
Northwest Wealth Management
Spencer,
Iowa
|
$6.4M
|
+$89.5K
|
+1,973
|
+1%
|
|
|
175
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.33M
|
+$114K
|
+2,508
|
+2%
|
|
