|
51
|
Evanson Asset Management
Carmel,
California
|
$291K
|
–
|
–
|
–
|
|
|
52
|
Pacific Asset Management
Gig Harbor,
Washington
|
$279K
|
-$4.08K
|
-59
|
-1%
|
|
|
53
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$259K
|
–
|
–
|
–
|
|
|
54
|
Austin Asset Management
Austin,
Texas
|
$249K
|
–
|
–
|
–
|
|
|
55
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$247K
|
+$3.88K
|
+56
|
+2%
|
|
|
56
|
Burton Enright Welch
Walnut Creek,
California
|
$237K
|
–
|
–
|
–
|
|
|
57
|
Axxcess Wealth Management
Carlsbad,
California
|
$218K
|
–
|
–
|
–
|
|
|
58
|
Addison Advisors
Middlebury,
Vermont
|
$217K
|
–
|
–
|
–
|
|
|
59
|
EnRich Financial Partners
Madison,
Wisconsin
|
$202K
|
+$196K
|
+2,830
|
New
|
|
|
60
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$200K
|
–
|
–
|
–
|
|
|
61
|
Red Lighthouse Investment Management
New York
|
$181K
|
+$2.63K
|
+38
|
+2%
|
|
|
62
|
Orion Capital Management
Coronado,
California
|
$162K
|
–
|
–
|
–
|
|
|
63
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$128K
|
–
|
–
|
–
|
|
|
64
|
WealthCollab
Bellevue,
Washington
|
$104K
|
–
|
–
|
–
|
|
|
65
|
True Wealth Design
Akron,
Ohio
|
$98.2K
|
–
|
–
|
–
|
|
|
66
|
Harbour Investments
Madison,
Wisconsin
|
$61.9K
|
+$59.9K
|
+865
|
New
|
|
|
67
|
Elevation Wealth Partners
Santa Rosa,
California
|
$33.8K
|
+$623
|
+9
|
+2%
|
|
|
68
|
Curio Wealth
Annapolis,
Maryland
|
$19.6K
|
+$761
|
+11
|
+4%
|
|
|
69
|
Asset Dedication LLC
San Francisco,
California
|
$11.4K
|
-$34.7K
|
-502
|
-76%
|
|
|
70
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.72K
|
–
|
–
|
–
|
|
|
71
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.65K
|
–
|
–
|
–
|
|
|
72
|
MASECO Private Wealth
London,
|
–
|
-$44.6M
|
-660,004
|
Closed
|
|
|
73
|
HUB Investment Partners
Austin,
Texas
|
–
|
-$2.04M
|
-30,234
|
Closed
|
|
|
74
|
|
–
|
-$229K
|
-3,396
|
Closed
|
|
|
75
|
Stephens Consulting
Flint,
Michigan
|
–
|
-$12.4K
|
-183
|
Closed
|
|
