|
201
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.3M
|
+$18K
|
+364
|
+0.3%
|
|
|
202
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.3M
|
-$3.17M
|
-64,040
|
-33%
|
|
|
203
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$6.29M
|
+$197K
|
+3,969
|
+3%
|
|
|
204
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.26M
|
+$142K
|
+2,871
|
+2%
|
|
|
205
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.2M
|
+$113K
|
+2,278
|
+2%
|
|
|
206
|
Venture Visionary Partners
Sylvania,
Ohio
|
$6.14M
|
-$942K
|
-19,013
|
-13%
|
|
|
207
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$6.13M
|
+$24.8K
|
+501
|
+0.4%
|
|
|
208
|
Equitable Holdings
New York
|
$6.01M
|
+$209K
|
+4,218
|
+3%
|
|
|
209
|
UMB Bank
Kansas City,
Missouri
|
$5.95M
|
+$48.4K
|
+977
|
+0.8%
|
|
|
210
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.93M
|
-$36.6K
|
-738
|
-0.6%
|
|
|
211
|
Boston Family Office
Boston,
Massachusetts
|
$5.85M
|
-$1.48M
|
-29,974
|
-20%
|
|
|
212
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.84M
|
+$148K
|
+2,982
|
+3%
|
|
|
213
|
Summit Global Investments
Bountiful,
Utah
|
$5.8M
|
+$526K
|
+10,621
|
+10%
|
|
|
214
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$5.79M
|
+$27.2K
|
+549
|
+0.5%
|
|
|
215
|
Colorado Capital Management
Boulder,
Colorado
|
$5.71M
|
+$2.28K
|
+46
|
+0%
|
|
|
216
|
Sovereign Financial Group
Stamford,
Connecticut
|
$5.66M
|
+$449K
|
+9,067
|
+8%
|
|
|
217
|
SoFi Wealth
San Francisco,
California
|
$5.58M
|
+$277K
|
+5,598
|
+5%
|
|
|
218
|
Arax Advisory Partners
Denver,
Colorado
|
$5.57M
|
-$3.04M
|
-61,446
|
-35%
|
|
|
219
|
Secure Asset Management
Troy,
Michigan
|
$5.56M
|
+$487K
|
+9,825
|
+9%
|
|
|
220
|
Ritholtz Wealth Management
New York
|
$5.55M
|
+$3.93M
|
+79,423
|
+221%
|
|
|
221
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$5.54M
|
+$222K
|
+4,487
|
+4%
|
|
|
222
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$5.53M
|
+$5.74M
|
+115,830
|
New
|
|
|
223
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$5.53M
|
+$1.58M
|
+31,938
|
+38%
|
|
|
224
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$5.5M
|
-$1.17M
|
-23,667
|
-17%
|
|
|
225
|
Indie Asset Partners
Carmel,
Indiana
|
$5.49M
|
-$2.45M
|
-49,460
|
-30%
|
|
