|
151
|
Boston Family Office
Boston,
Massachusetts
|
$6.92M
|
+$1.89M
|
+39,643
|
+37%
|
|
|
152
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$6.91M
|
+$113K
|
+2,368
|
+2%
|
|
|
153
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$6.76M
|
+$112K
|
+2,340
|
+2%
|
|
|
154
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.75M
|
-$1.77M
|
-37,091
|
-21%
|
|
|
155
|
Atria Investments
Charlotte,
North Carolina
|
$6.74M
|
-$249K
|
-5,224
|
-4%
|
|
|
156
|
Huntington National Bank
Columbus,
Ohio
|
$6.74M
|
–
|
–
|
–
|
|
|
157
|
Allworth Financial
Folsom,
California
|
$6.71M
|
-$2.27M
|
-47,550
|
-25%
|
|
|
158
|
Natixis Advisors
Boston,
Massachusetts
|
$6.68M
|
-$149K
|
-3,133
|
-2%
|
|
|
159
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$6.5M
|
+$205K
|
+4,291
|
+3%
|
|
|
160
|
JT Stratford LLC
Gainesville,
Georgia
|
$6.5M
|
-$109K
|
-2,278
|
-2%
|
|
|
161
|
Hoese & Co
Glencoe,
Minnesota
|
$6.45M
|
-$596K
|
-12,503
|
-8%
|
|
|
162
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.44M
|
-$1.1M
|
-23,052
|
-15%
|
|
|
163
|
SoFi Wealth
San Francisco,
California
|
$6.41M
|
+$266K
|
+5,589
|
+4%
|
|
|
164
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.35M
|
-$1.42M
|
-29,891
|
-18%
|
|
|
165
|
Windham Capital Management
Boston,
Massachusetts
|
$6.06M
|
-$54.7K
|
-1,148
|
-0.9%
|
|
|
166
|
|
$5.92M
|
-$951K
|
-19,953
|
-14%
|
|
|
167
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.91M
|
-$2.54M
|
-53,211
|
-30%
|
|
|
168
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.9M
|
-$374K
|
-7,842
|
-6%
|
|
|
169
|
Colorado Capital Management
Boulder,
Colorado
|
$5.88M
|
+$371K
|
+7,777
|
+7%
|
|
|
170
|
Sepio Capital
Salt Lake City,
Utah
|
$5.73M
|
-$772K
|
-16,192
|
-12%
|
|
|
171
|
Equitable Holdings
New York
|
$5.64M
|
+$1.05M
|
+22,044
|
+23%
|
|
|
172
|
Passive Capital Management
Baltimore,
Maryland
|
$5.55M
|
-$530K
|
-11,114
|
-9%
|
|
|
173
|
Magnus Financial Group
New York
|
$5.28M
|
+$321K
|
+6,742
|
+6%
|
|
|
174
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.24M
|
-$9.53K
|
-200
|
-0.2%
|
|
|
175
|
Nova R Wealth
Overland Park,
Kansas
|
$5.21M
|
+$48.6K
|
+1,020
|
+0.9%
|
|
