|
76
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.21M
|
–
|
–
|
–
|
|
|
77
|
Fidelity Investments
Boston,
Massachusetts
|
$1.19M
|
-$275K
|
-5,536
|
-18%
|
|
|
78
|
Wealth Alliance
Mellville,
New York
|
$1.18M
|
-$46.7K
|
-941
|
-4%
|
|
|
79
|
Snowden Capital Advisors
New York
|
$1.14M
|
+$11.3K
|
+228
|
+0.9%
|
|
|
80
|
Amara Financial
San Francisco,
California
|
$1.14M
|
+$117K
|
+2,360
|
+11%
|
|
|
81
|
Diversified Trust
Memphis,
Tennessee
|
$1.13M
|
-$46K
|
-927
|
-4%
|
|
|
82
|
Farther Finance Advisors
San Francisco,
California
|
$1.12M
|
+$241K
|
+4,856
|
+25%
|
|
|
83
|
MA Private Wealth
San Carlos,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
84
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.09M
|
+$1.16M
|
+23,278
|
New
|
|
|
85
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.07M
|
+$138K
|
+2,782
|
+14%
|
|
|
86
|
World Investment Advisors
Santa Barbara,
California
|
$1.06M
|
+$92.5K
|
+1,863
|
+9%
|
|
|
87
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.04M
|
+$899K
|
+18,106
|
+430%
|
|
|
88
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.02M
|
+$7.2K
|
+145
|
+0.7%
|
|
|
89
|
Clarius Group LLC
Seattle,
Washington
|
$1.02M
|
+$55.9K
|
+1,126
|
+5%
|
|
|
90
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1M
|
-$264K
|
-5,314
|
-20%
|
|
|
91
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$995K
|
+$49.2K
|
+991
|
+5%
|
|
|
92
|
Diversify Advisory Services
Sandy,
Utah
|
$970K
|
-$153K
|
-3,081
|
-13%
|
|
|
93
|
SoFi Wealth
San Francisco,
California
|
$965K
|
+$888K
|
+17,889
|
+641%
|
|
|
94
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$948K
|
+$163K
|
+3,292
|
+19%
|
|
|
95
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$887K
|
-$90.1K
|
-1,815
|
-9%
|
|
|
96
|
MAI Capital Management
Independence,
Ohio
|
$868K
|
+$9.93K
|
+200
|
+1%
|
|
|
97
|
National Wealth Management Group
Cincinnati,
Ohio
|
$863K
|
+$21.3K
|
+428
|
+2%
|
|
|
98
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$859K
|
+$51.6K
|
+1,038
|
+6%
|
|
|
99
|
Crew Capital Management
Cincinnati,
Ohio
|
$848K
|
–
|
–
|
–
|
|
|
100
|
F/M Investments
Washington,
District of Columbia
|
$848K
|
–
|
–
|
–
|
|
