|
76
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.3M
|
-$606K
|
-12,659
|
-16%
|
|
|
77
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.19M
|
+$278K
|
+5,799
|
+10%
|
|
|
78
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.16M
|
–
|
–
|
–
|
|
|
79
|
Trilogy Capital
Irvine,
California
|
$3.14M
|
-$113K
|
-2,360
|
-4%
|
|
|
80
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3.1M
|
+$818K
|
+17,078
|
+37%
|
|
|
81
|
Shira Ridge Wealth Management
Larkspur,
California
|
$3.09M
|
+$2.7M
|
+56,504
|
+806%
|
|
|
82
|
Brio Consultants
San Francisco,
California
|
$3.02M
|
+$153K
|
+3,195
|
+5%
|
|
|
83
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.95M
|
-$53.3K
|
-1,113
|
-2%
|
|
|
84
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.94M
|
+$25.9K
|
+541
|
+0.9%
|
|
|
85
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.94M
|
+$1.68M
|
+35,095
|
+138%
|
|
|
86
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.94M
|
+$1.68M
|
+35,095
|
+138%
|
|
|
87
|
Parkside Advisors
Berkeley,
California
|
$2.93M
|
+$26.7K
|
+557
|
+0.9%
|
|
|
88
|
Omega Financial Group
Santa Barbara,
California
|
$2.88M
|
-$57K
|
-1,190
|
-2%
|
|
|
89
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$2.84M
|
+$36.2K
|
+757
|
+1%
|
|
|
90
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$2.83M
|
+$325K
|
+6,791
|
+13%
|
|
|
91
|
EP Wealth Advisors
Torrance,
California
|
$2.82M
|
+$55.2K
|
+1,154
|
+2%
|
|
|
92
|
AssetMark Inc
Concord,
California
|
$2.8M
|
+$346K
|
+7,231
|
+14%
|
|
|
93
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.77M
|
+$166K
|
+3,461
|
+6%
|
|
|
94
|
Retirement Capital Strategies
San Jose,
California
|
$2.71M
|
+$2.67M
|
+55,764
|
New
|
|
|
95
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.7M
|
+$308K
|
+6,437
|
+13%
|
|
|
96
|
Equitable Holdings
New York
|
$2.64M
|
+$133K
|
+2,785
|
+5%
|
|
|
97
|
Corient Private Wealth
Miami,
Florida
|
$2.58M
|
+$75.6K
|
+1,580
|
+3%
|
|
|
98
|
Bear Mountain Capital
Seattle,
Washington
|
$2.57M
|
+$62.9K
|
+1,315
|
+3%
|
|
|
99
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.52M
|
+$574K
|
+12,001
|
+30%
|
|
|
100
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.52M
|
-$158K
|
-3,309
|
-6%
|
|
