|
51
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.92M
|
+$3.05M
|
+52,291
|
+107%
|
|
|
52
|
Goldstein Advisors
Madison,
Wisconsin
|
$5.82M
|
+$111K
|
+1,903
|
+2%
|
|
|
53
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.8M
|
+$94.3K
|
+1,618
|
+2%
|
|
|
54
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.75M
|
+$1.07M
|
+18,319
|
+23%
|
|
|
55
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$5.72M
|
+$1.7M
|
+29,183
|
+42%
|
|
|
56
|
Wealth Architects
Mountain View,
California
|
$5.72M
|
+$180K
|
+3,080
|
+3%
|
|
|
57
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$5.55M
|
+$382K
|
+6,560
|
+7%
|
|
|
58
|
Oakwell Private Wealth Management
Austin,
Texas
|
$5.15M
|
+$252K
|
+4,330
|
+5%
|
|
|
59
|
Citadel Advisors
Miami,
Florida
|
$5.07M
|
-$3.84M
|
-65,941
|
-43%
|
|
|
60
|
Merriman Wealth Management
Seattle,
Washington
|
$4.93M
|
-$4.45M
|
-76,423
|
-48%
|
|
|
61
|
Collective Family Office
York,
Pennsylvania
|
$4.87M
|
+$170K
|
+2,924
|
+4%
|
|
|
62
|
First Ascent Asset Management
Denver,
Colorado
|
$4.81M
|
+$24.9K
|
+428
|
+0.5%
|
|
|
63
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$4.68M
|
+$4.66M
|
+79,969
|
New
|
|
|
64
|
Cardiff Park Advisors
Carlsbad,
California
|
$4.64M
|
+$81.3K
|
+1,395
|
+2%
|
|
|
65
|
Capasso Planning Partners
Charleston,
South Carolina
|
$4.57M
|
+$239K
|
+4,093
|
+6%
|
|
|
66
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.48M
|
+$11.5K
|
+197
|
+0.3%
|
|
|
67
|
|
$4.38M
|
+$852K
|
+14,618
|
+24%
|
|
|
68
|
Continuum Advisory
Eagle,
Idaho
|
$4.11M
|
-$152K
|
-2,604
|
-4%
|
|
|
69
|
Northland Capital Management
Virginia,
Minnesota
|
$4.06M
|
-$8.34K
|
-143
|
-0.2%
|
|
|
70
|
Magnus Financial Group
New York
|
$3.83M
|
-$107K
|
-1,844
|
-3%
|
|
|
71
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.82M
|
+$268K
|
+4,590
|
+8%
|
|
|
72
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.69M
|
-$169K
|
-2,900
|
-4%
|
|
|
73
|
Fortress Wealth Management
Culver City,
California
|
$3.68M
|
+$188K
|
+3,217
|
+5%
|
|
|
74
|
WR Wealth Planners
Columbia,
Missouri
|
$3.65M
|
+$515K
|
+8,844
|
+17%
|
|
|
75
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.44M
|
+$2.24M
|
+38,453
|
+188%
|
|
