|
76
|
Atria Wealth Solutions
New York
|
$3.53M
|
-$141K
|
-2,981
|
-4%
|
|
|
77
|
Parkside Advisors
Berkeley,
California
|
$3.43M
|
+$647K
|
+13,699
|
+23%
|
|
|
78
|
Brio Consultants
San Francisco,
California
|
$3.35M
|
+$472K
|
+10,002
|
+16%
|
|
|
79
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.19M
|
+$31.2K
|
+661
|
+1%
|
|
|
80
|
AssetMark Inc
Concord,
California
|
$3.1M
|
+$430K
|
+9,113
|
+16%
|
|
|
81
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.05M
|
+$659K
|
+13,960
|
+27%
|
|
|
82
|
Bear Mountain Capital
Seattle,
Washington
|
$2.98M
|
+$494K
|
+10,463
|
+19%
|
|
|
83
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.98M
|
-$79K
|
-1,673
|
-3%
|
|
|
84
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.96M
|
–
|
–
|
–
|
|
|
85
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.95M
|
+$142K
|
+3,013
|
+5%
|
|
|
86
|
Omega Financial Group
Santa Barbara,
California
|
$2.9M
|
+$147K
|
+3,119
|
+5%
|
|
|
87
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$2.89M
|
+$183K
|
+3,871
|
+7%
|
|
|
88
|
Old Mission Capital
Chicago,
Illinois
|
$2.89M
|
+$2.94M
|
+62,192
|
New
|
|
|
89
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.87M
|
+$66.9K
|
+1,416
|
+2%
|
|
|
90
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.87M
|
+$66.9K
|
+1,416
|
+2%
|
|
|
91
|
Trilogy Capital
Irvine,
California
|
$2.87M
|
-$130K
|
-2,748
|
-4%
|
|
|
92
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$2.83M
|
–
|
–
|
–
|
|
|
93
|
Barings
Charlotte,
North Carolina
|
$2.83M
|
-$1.32M
|
-27,995
|
-31%
|
|
|
94
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.77M
|
-$57.3K
|
-1,214
|
-2%
|
|
|
95
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.75M
|
+$111K
|
+2,351
|
+4%
|
|
|
96
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.71M
|
+$929K
|
+19,669
|
+51%
|
|
|
97
|
Equitable Holdings
New York
|
$2.63M
|
+$111K
|
+2,343
|
+4%
|
|
|
98
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.63M
|
+$48.4K
|
+1,025
|
+2%
|
|
|
99
|
EP Wealth Advisors
Torrance,
California
|
$2.63M
|
-$68K
|
-1,439
|
-2%
|
|
|
100
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$2.55M
|
+$2.59M
|
+54,877
|
New
|
|
