|
51
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.56M
|
+$565K
|
+9,625
|
+25%
|
|
|
52
|
Libra Wealth
Los Gatos,
California
|
$2.55M
|
+$2.83M
|
+48,313
|
New
|
|
|
53
|
Versant Capital Management
Phoenix,
Arizona
|
$2.46M
|
+$5.05K
|
+86
|
+0.2%
|
|
|
54
|
Collective Family Office
York,
Pennsylvania
|
$2.41M
|
-$1.57M
|
-26,729
|
-37%
|
|
|
55
|
Soundmark Wealth Management
Kirkland,
Washington
|
$2.35M
|
+$361K
|
+6,145
|
+16%
|
|
|
56
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.28M
|
+$241K
|
+4,114
|
+11%
|
|
|
57
|
Fortress Wealth Management
Culver City,
California
|
$2.17M
|
+$2.42M
|
+41,163
|
New
|
|
|
58
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.95M
|
+$444K
|
+7,575
|
+26%
|
|
|
59
|
Passive Capital Management
Baltimore,
Maryland
|
$1.93M
|
+$86K
|
+1,466
|
+4%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.87M
|
-$69.8K
|
-1,189
|
-3%
|
|
|
61
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.87M
|
+$71.4K
|
+1,217
|
+4%
|
|
|
62
|
|
$1.82M
|
+$851K
|
+14,509
|
+73%
|
|
|
63
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.78M
|
+$154K
|
+2,618
|
+9%
|
|
|
64
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.75M
|
+$1.95M
|
+33,248
|
New
|
|
|
65
|
Stone Summit Wealth
Miami,
Florida
|
$1.58M
|
+$394K
|
+6,711
|
+29%
|
|
|
66
|
Foster Group
West Des Moines,
Iowa
|
$1.5M
|
+$602K
|
+10,262
|
+57%
|
|
|
67
|
Colony Group
Boston,
Massachusetts
|
$1.44M
|
–
|
–
|
–
|
|
|
68
|
Bayshore Asset Management
Coral Gables,
Florida
|
$1.32M
|
+$106K
|
+1,802
|
+8%
|
|
|
69
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.31M
|
+$1.13M
|
+19,258
|
+350%
|
|
|
70
|
Kraft Asset Management
Nashville,
Tennessee
|
$1.3M
|
+$1.45M
|
+24,677
|
New
|
|
|
71
|
Gradient Capital Advisors
San Diego,
California
|
$1.29M
|
+$92.5K
|
+1,576
|
+7%
|
|
|
72
|
NWAM LLC
Mercer Island,
Washington
|
$1.25M
|
-$46K
|
-784
|
-3%
|
|
|
73
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.2M
|
+$64.3K
|
+1,096
|
+5%
|
|
|
74
|
Tortoise Investment Management
White Plains,
New York
|
$1.14M
|
+$525K
|
+8,952
|
+70%
|
|
|
75
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.14M
|
+$158K
|
+2,695
|
+14%
|
|
