|
51
|
Willow Creek Wealth Management
Sebastopol,
California
|
$12.2M
|
+$1.29M
|
+20,616
|
+13%
|
|
|
52
|
Waverly Advisors
Birmingham,
Alabama
|
$11.5M
|
+$133K
|
+2,127
|
+1%
|
|
|
53
|
Red Lighthouse Investment Management
New York
|
$11.5M
|
+$53.9K
|
+864
|
+0.5%
|
|
|
54
|
|
$11.4M
|
-$5.52M
|
-88,567
|
-34%
|
|
|
55
|
Plancorp LLC
Saint Louis,
Missouri
|
$11.4M
|
–
|
–
|
–
|
|
|
56
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$10.5M
|
-$50.9K
|
-817
|
-0.5%
|
|
|
57
|
WMS Partners
Towson,
Maryland
|
$10.4M
|
-$336K
|
-5,397
|
-3%
|
|
|
58
|
Quantum Financial Advisors
El Segundo,
California
|
$10.4M
|
+$782K
|
+12,541
|
+9%
|
|
|
59
|
Northwest Wealth Management
Spencer,
Iowa
|
$10.3M
|
+$690K
|
+11,075
|
+8%
|
|
|
60
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$10.2M
|
-$59K
|
-946
|
-0.6%
|
|
|
61
|
Prosperity Planning
Kansas City,
Missouri
|
$10.1M
|
+$696K
|
+11,168
|
+8%
|
|
|
62
|
JRM Investment Counsel
Omaha,
Nebraska
|
$9.46M
|
-$1.72M
|
-27,646
|
-16%
|
|
|
63
|
D'Orazio & Associates
Falls Church,
Virginia
|
$9.43M
|
+$350K
|
+5,611
|
+4%
|
|
|
64
|
Valued Wealth Advisors
Holladay,
Utah
|
$9.28M
|
+$1.5M
|
+24,021
|
+21%
|
|
|
65
|
Wealth Architects
Mountain View,
California
|
$9.25M
|
+$798K
|
+12,806
|
+10%
|
|
|
66
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$8.71M
|
+$296K
|
+4,754
|
+4%
|
|
|
67
|
Oakwell Private Wealth Management
Austin,
Texas
|
$8.67M
|
+$838K
|
+13,441
|
+11%
|
|
|
68
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.64M
|
-$1.45M
|
-23,235
|
-15%
|
|
|
69
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.64M
|
-$1.45M
|
-23,235
|
-15%
|
|
|
70
|
Perigon Wealth Management
San Francisco,
California
|
$8.61M
|
+$7.9M
|
+126,710
|
+3,128%
|
|
|
71
|
Robinswood Financial
Kirkland,
Washington
|
$8.23M
|
+$167K
|
+2,675
|
+2%
|
|
|
72
|
Collective Family Office
York,
Pennsylvania
|
$8.22M
|
+$534K
|
+8,561
|
+7%
|
|
|
73
|
Paragon Advisors
College Station,
Texas
|
$7.76M
|
+$797K
|
+12,787
|
+12%
|
|
|
74
|
Goldstein Advisors
Madison,
Wisconsin
|
$7.65M
|
+$444K
|
+7,119
|
+7%
|
|
|
75
|
Merriman Wealth Management
Seattle,
Washington
|
$7.44M
|
-$37.1K
|
-595
|
-0.5%
|
|
