|
76
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$236K
|
–
|
–
|
–
|
|
|
77
|
Lido Advisors
Los Angeles,
California
|
$224K
|
+$225K
|
+9,698
|
New
|
|
|
78
|
Rebalance
Palo Alto,
California
|
$224K
|
+$225K
|
+9,694
|
New
|
|
|
79
|
Coldstream Capital Management
Bellevue,
Washington
|
$221K
|
–
|
–
|
–
|
|
|
80
|
SignatureFD
Atlanta,
Georgia
|
$203K
|
–
|
–
|
–
|
|
|
81
|
Avantax Planning Partners
Dubuque,
Iowa
|
$201K
|
-$70
|
-3
|
-0%
|
|
|
82
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$155K
|
–
|
–
|
–
|
|
|
83
|
Clayton Financial Group
St. Louis,
Missouri
|
$149K
|
+$150K
|
+6,466
|
New
|
|
|
84
|
Physician Wealth Advisors
Midvale,
Utah
|
$103K
|
–
|
–
|
–
|
|
|
85
|
CNB Bank
Clearfield,
Pennsylvania
|
$79.4K
|
+$6.4K
|
+276
|
+9%
|
|
|
86
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$54.6K
|
+$25K
|
+1,077
|
+84%
|
|
|
87
|
Bogart Wealth LLC
Mclean,
Virginia
|
$41K
|
+$41.2K
|
+1,775
|
New
|
|
|
88
|
Harbour Investments
Madison,
Wisconsin
|
$35.7K
|
+$35.9K
|
+1,548
|
New
|
|
|
89
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$34.6K
|
–
|
–
|
–
|
|
|
90
|
Comerica Bank
Dallas,
Texas
|
$31.8K
|
-$18.9K
|
-815
|
-37%
|
|
|
91
|
International Assets Investment Management
Orlando,
Florida
|
$30K
|
+$30.1K
|
+1,300
|
New
|
|
|
92
|
Crews Bank & Trust
Wauchula,
Florida
|
$25.4K
|
+$25.5K
|
+1,100
|
New
|
|
|
93
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$20.8K
|
–
|
–
|
–
|
|
|
94
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$18.5K
|
+$2.32K
|
+100
|
+14%
|
|
|
95
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$15K
|
+$11.6K
|
+500
|
+299%
|
|
|
96
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$5.75K
|
–
|
–
|
–
|
|
|
97
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$4.66K
|
-$997
|
-43
|
-18%
|
|
|
98
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$4K
|
+$46
|
+2
|
+1%
|
|
|
99
|
Parcion Private Wealth
Bellevue,
Washington
|
–
|
-$20.9M
|
-902,319
|
Closed
|
|
|
100
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$2.54M
|
-109,995
|
Closed
|
|
