|
76
|
Litman Gregory Wealth Management
Larkspur,
California
|
$5.17M
|
-$182K
|
-1,426
|
-3%
|
|
|
77
|
SageView Advisory Group
Newport Beach,
California
|
$5.09M
|
-$154K
|
-1,206
|
-3%
|
|
|
78
|
Moment Partners
San Francisco,
California
|
$4.77M
|
-$38.3K
|
-300
|
-0.8%
|
|
|
79
|
Neumann Capital Management
Foster City,
California
|
$4.66M
|
-$34.5K
|
-270
|
-0.7%
|
|
|
80
|
United Capital Financial Advisors
Irving,
Texas
|
$4.62M
|
+$169K
|
+1,323
|
+4%
|
|
|
81
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$4.52M
|
-$122K
|
-957
|
-3%
|
|
|
82
|
Diversified Enterprises
Wilmington,
Delaware
|
$4.49M
|
-$43K
|
-337
|
-1%
|
|
|
83
|
Umpqua Bank
Lake Oswego,
Oregon
|
$4.49M
|
-$229K
|
-1,791
|
-5%
|
|
|
84
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.44M
|
-$19.9K
|
-156
|
-0.5%
|
|
|
85
|
SoFi Wealth
San Francisco,
California
|
$4.42M
|
+$855K
|
+6,692
|
+24%
|
|
|
86
|
&Partners
Nashville,
Tennessee
|
$4.37M
|
-$60K
|
-470
|
-1%
|
|
|
87
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$4.29M
|
-$1.11M
|
-8,666
|
-40%
|
|
|
88
|
Childress Capital Advisors
Houston,
Texas
|
$4.18M
|
–
|
–
|
–
|
|
|
89
|
Equitable Holdings
New York
|
$4.09M
|
+$133K
|
+1,040
|
+3%
|
|
|
90
|
Bailard
Foster City,
California
|
$3.99M
|
+$24.9K
|
+195
|
+0.6%
|
|
|
91
|
True Blue Financial
Stevensville,
Michigan
|
$3.93M
|
+$3.9M
|
+30,504
|
New
|
|
|
92
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$3.91M
|
+$3.88M
|
+30,352
|
New
|
|
|
93
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.83M
|
-$675K
|
-5,286
|
-15%
|
|
|
94
|
GeoWealth Management
Chicago,
Illinois
|
$3.82M
|
+$495K
|
+3,878
|
+15%
|
|
|
95
|
Kestra Advisory Services
Austin,
Texas
|
$3.8M
|
+$91.1K
|
+713
|
+2%
|
|
|
96
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$3.79M
|
-$62.5K
|
-489
|
-2%
|
|
|
97
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.74M
|
+$72.3K
|
+566
|
+2%
|
|
|
98
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$3.68M
|
+$3.64M
|
+28,526
|
New
|
|
|
99
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.67M
|
-$33.2K
|
-260
|
-0.9%
|
|
|
100
|
Wealthspire Advisors (New York)
New York
|
$3.65M
|
-$4.33M
|
-33,903
|
-54%
|
|
