|
26
|
WMS Partners
Towson,
Maryland
|
$486K
|
+$6.73K
|
+116
|
+1%
|
|
|
27
|
Vestment Financial
Chanhassen,
Minnesota
|
$478K
|
+$497K
|
+8,565
|
New
|
|
|
28
|
TCI Wealth Advisors
Tucson,
Arizona
|
$409K
|
–
|
–
|
–
|
|
|
29
|
Opes Wealth Management
Menlo Park,
California
|
$367K
|
-$26.1K
|
-450
|
-6%
|
|
|
30
|
Tortoise Investment Management
White Plains,
New York
|
$338K
|
+$58K
|
+1,000
|
+20%
|
|
|
31
|
Plancorp LLC
Saint Louis,
Missouri
|
$325K
|
–
|
–
|
–
|
|
|
32
|
Tarbox Family Office
Newport Beach,
California
|
$306K
|
+$1.97K
|
+34
|
+0.6%
|
|
|
33
|
WealthShield Partners
Cary,
North Carolina
|
$290K
|
-$66.7K
|
-1,150
|
-18%
|
|
|
34
|
Passive Capital Management
Baltimore,
Maryland
|
$281K
|
+$26.6K
|
+458
|
+10%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$279K
|
+$37.9K
|
+654
|
+15%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$279K
|
+$37.9K
|
+654
|
+15%
|
|
|
37
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$275K
|
–
|
–
|
–
|
|
|
38
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$272K
|
+$284K
|
+4,890
|
New
|
|
|
39
|
Evanson Asset Management
Carmel,
California
|
$223K
|
+$3.13K
|
+54
|
+1%
|
|
|
40
|
Pacific Asset Management
Gig Harbor,
Washington
|
$217K
|
+$226K
|
+3,897
|
New
|
|
|
41
|
Addison Advisors
Middlebury,
Vermont
|
$169K
|
–
|
–
|
–
|
|
|
42
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$156K
|
–
|
–
|
–
|
|
|
43
|
Orion Capital Management
Coronado,
California
|
$155K
|
+$161K
|
+2,778
|
New
|
|
|
44
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$136K
|
+$142K
|
+2,440
|
New
|
|
|
45
|
Red Lighthouse Investment Management
New York
|
$127K
|
+$522
|
+9
|
+0.4%
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$100K
|
+$104K
|
+1,787
|
New
|
|
|
47
|
WealthCollab
Bellevue,
Washington
|
$74.4K
|
-$36.4K
|
-627
|
-32%
|
|
|
48
|
Parkworth Wealth Management
Los Gatos,
California
|
$55.1K
|
+$57.4K
|
+990
|
New
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$41K
|
–
|
–
|
–
|
|
|
50
|
Asset Dedication LLC
San Francisco,
California
|
$38.3K
|
+$10.4K
|
+180
|
+36%
|
|
