|
51
|
Verus Wealth Management
De Pere,
Wisconsin
|
$394K
|
–
|
–
|
–
|
|
|
52
|
Torren Management
San Diego,
California
|
$386K
|
+$376K
|
+5,192
|
New
|
|
|
53
|
Passive Capital Management
Baltimore,
Maryland
|
$385K
|
+$3.91K
|
+54
|
+1%
|
|
|
54
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$357K
|
-$3.62K
|
-50
|
-1%
|
|
|
55
|
Pathstone Holdings
Englewood,
New Jersey
|
$353K
|
–
|
–
|
–
|
|
|
56
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$328K
|
-$33.8K
|
-467
|
-10%
|
|
|
57
|
Red Lighthouse Investment Management
New York
|
$327K
|
+$136K
|
+1,877
|
+74%
|
|
|
58
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$322K
|
+$7.1K
|
+98
|
+2%
|
|
|
59
|
Evanson Asset Management
Carmel,
California
|
$302K
|
–
|
–
|
–
|
|
|
60
|
Pacific Asset Management
Gig Harbor,
Washington
|
$293K
|
+$2.83K
|
+39
|
+1%
|
|
|
61
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$272K
|
+$2.68K
|
+37
|
+1%
|
|
|
62
|
Austin Asset Management
Austin,
Texas
|
$258K
|
–
|
–
|
–
|
|
|
63
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$256K
|
–
|
–
|
–
|
|
|
64
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$246K
|
+$240K
|
+3,309
|
New
|
|
|
65
|
Axxcess Wealth Management
Carlsbad,
California
|
$240K
|
+$13K
|
+180
|
+6%
|
|
|
66
|
Addison Advisors
Middlebury,
Vermont
|
$225K
|
–
|
–
|
–
|
|
|
67
|
|
$221K
|
+$215K
|
+2,974
|
New
|
|
|
68
|
EnRich Financial Partners
Madison,
Wisconsin
|
$210K
|
–
|
–
|
–
|
|
|
69
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$208K
|
–
|
–
|
–
|
|
|
70
|
Goepper Burkhardt
Greenville,
South Carolina
|
$208K
|
+$203K
|
+2,800
|
New
|
|
|
71
|
Orion Capital Management
Coronado,
California
|
$168K
|
–
|
–
|
–
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$133K
|
–
|
–
|
–
|
|
|
73
|
WealthCollab
Bellevue,
Washington
|
$108K
|
–
|
–
|
–
|
|
|
74
|
True Wealth Design
Akron,
Ohio
|
$101K
|
-$1.23K
|
-17
|
-1%
|
|
|
75
|
Kestra Advisory Services
Austin,
Texas
|
$74.2K
|
+$72.4K
|
+999
|
New
|
|
