|
126
|
WealthShield Partners
Cary,
North Carolina
|
$3.54M
|
+$227K
|
+2,661
|
+7%
|
|
|
127
|
Colorado Capital Management
Boulder,
Colorado
|
$3.52M
|
+$63.4K
|
+744
|
+2%
|
|
|
128
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.49M
|
-$886K
|
-10,400
|
-21%
|
|
|
129
|
Parsec Financial Management
Asheville,
North Carolina
|
$3.31M
|
-$80.6K
|
-947
|
-2%
|
|
|
130
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$3.29M
|
-$2.46M
|
-28,891
|
-44%
|
|
|
131
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.21M
|
-$26.4K
|
-310
|
-0.9%
|
|
|
132
|
Bailard
Foster City,
California
|
$3.18M
|
+$3.05M
|
+35,773
|
New
|
|
|
133
|
Creative Planning
Overland Park,
Kansas
|
$3.13M
|
-$1.44M
|
-16,859
|
-32%
|
|
|
134
|
McDonald Partners
Cleveland,
Ohio
|
$2.84M
|
–
|
–
|
–
|
|
|
135
|
TIAA FSB
Jacksonville,
Florida
|
$2.78M
|
+$75.1K
|
+882
|
+3%
|
|
|
136
|
Atria Wealth Solutions
New York
|
$2.77M
|
-$317K
|
-3,724
|
-11%
|
|
|
137
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.77M
|
+$1.24M
|
+14,513
|
+87%
|
|
|
138
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.71M
|
+$160K
|
+1,878
|
+7%
|
|
|
139
|
American Trust
Lexington,
Kentucky
|
$2.68M
|
+$563K
|
+6,617
|
+29%
|
|
|
140
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.66M
|
-$229K
|
-2,687
|
-8%
|
|
|
141
|
Greenline Partners
New York
|
$2.66M
|
-$58.5K
|
-687
|
-2%
|
|
|
142
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.64M
|
+$230K
|
+2,696
|
+10%
|
|
|
143
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.61M
|
+$63.8K
|
+749
|
+3%
|
|
|
144
|
Western Wealth Management
Golden,
Colorado
|
$2.59M
|
-$83.7K
|
-983
|
-3%
|
|
|
145
|
Neumann Capital Management
Foster City,
California
|
$2.59M
|
+$4.26K
|
+50
|
+0.2%
|
|
|
146
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$2.58M
|
-$636K
|
-7,473
|
-20%
|
|
|
147
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.56M
|
-$2.38K
|
-28
|
-0.1%
|
|
|
148
|
Aspiriant LLC
Los Angeles,
California
|
$2.56M
|
-$29.3K
|
-344
|
-1%
|
|
|
149
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.39M
|
+$331K
|
+3,882
|
+17%
|
|
|
150
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.35M
|
+$259K
|
+3,047
|
+13%
|
|
