|
151
|
Level Financial Advisors
East Amherst,
New York
|
$9.36M
|
-$83.1K
|
-1,694
|
-0.9%
|
|
|
152
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$9.29M
|
+$72.4K
|
+1,476
|
+0.8%
|
|
|
153
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$9.15M
|
+$410K
|
+8,359
|
+5%
|
|
|
154
|
Walsh & Associates
Sarasota,
Florida
|
$9.06M
|
+$290K
|
+5,919
|
+3%
|
|
|
155
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$8.96M
|
-$78K
|
-1,591
|
-0.9%
|
|
|
156
|
Bank of America
Charlotte,
North Carolina
|
$8.94M
|
+$255K
|
+5,204
|
+3%
|
|
|
157
|
Truist Financial
Charlotte,
North Carolina
|
$8.73M
|
+$1.31M
|
+26,644
|
+17%
|
|
|
158
|
Wealthspire Advisors (New York)
New York
|
$8.64M
|
-$702K
|
-14,302
|
-7%
|
|
|
159
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$8.6M
|
-$7.16K
|
-146
|
-0.1%
|
|
|
160
|
Financial Harvest
Winter Park,
Florida
|
$8.48M
|
-$251K
|
-5,110
|
-3%
|
|
|
161
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$8.32M
|
+$308K
|
+6,272
|
+4%
|
|
|
162
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$8.15M
|
–
|
–
|
–
|
|
|
163
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.09M
|
+$50.7K
|
+1,034
|
+0.6%
|
|
|
164
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$7.92M
|
+$540
|
+11
|
+0%
|
|
|
165
|
Ariadne Wealth Management
Santa Barbara,
California
|
$7.9M
|
+$540
|
+11
|
+0%
|
|
|
166
|
Seneschal Advisors
Tacoma,
Washington
|
$7.86M
|
+$30.8K
|
+628
|
+0.4%
|
|
|
167
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$7.61M
|
-$468K
|
-9,537
|
-6%
|
|
|
168
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.5M
|
-$277K
|
-5,640
|
-4%
|
|
|
169
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.37M
|
-$80.2K
|
-1,634
|
-1%
|
|
|
170
|
Lutz Financial Services
Omaha,
Nebraska
|
$7.3M
|
-$71.5K
|
-1,457
|
-1%
|
|
|
171
|
Summit Portfolio Management
Las Vegas,
Nevada
|
$7.12M
|
+$7.21M
|
+146,929
|
New
|
|
|
172
|
Kondo Wealth Advisors
Pasadena,
California
|
$6.93M
|
-$148K
|
-3,022
|
-2%
|
|
|
173
|
Weinberger Asset Management
Los Angeles,
California
|
$6.85M
|
+$587K
|
+11,960
|
+9%
|
|
|
174
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$6.78M
|
–
|
–
|
–
|
|
|
175
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.71M
|
-$168K
|
-3,428
|
-2%
|
|
