|
76
|
Pearl Planning
Dexter,
Michigan
|
$239K
|
+$236K
|
+2,986
|
New
|
|
|
77
|
|
$238K
|
-$237
|
-3
|
-0.1%
|
|
|
78
|
WealthCollab
Bellevue,
Washington
|
$230K
|
+$57.3K
|
+726
|
+34%
|
|
|
79
|
Austin Asset Management
Austin,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
80
|
EnRich Financial Partners
Madison,
Wisconsin
|
$226K
|
–
|
–
|
–
|
|
|
81
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$224K
|
–
|
–
|
–
|
|
|
82
|
Creative Planning
Overland Park,
Kansas
|
$213K
|
+$210K
|
+2,667
|
New
|
|
|
83
|
EQ LLC
Bellevue,
Washington
|
$211K
|
+$209K
|
+2,643
|
New
|
|
|
84
|
Aire Advisors
Beverly Hills,
California
|
$207K
|
+$205K
|
+2,593
|
New
|
|
|
85
|
Orion Capital Management
Coronado,
California
|
$183K
|
+$868
|
+11
|
+0.5%
|
|
|
86
|
True Wealth Design
Akron,
Ohio
|
$145K
|
+$23.5K
|
+298
|
+20%
|
|
|
87
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$141K
|
+$98.5K
|
+1,249
|
+241%
|
|
|
88
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$132K
|
+$130K
|
+1,650
|
New
|
|
|
89
|
Sankala Group
Lyons,
Colorado
|
$115K
|
+$30.8K
|
+390
|
+39%
|
|
|
90
|
Farther Finance Advisors
San Francisco,
California
|
$40.7K
|
+$40.2K
|
+509
|
New
|
|
|
91
|
Elevation Wealth Partners
Santa Rosa,
California
|
$28.4K
|
-$9.55K
|
-121
|
-25%
|
|
|
92
|
Harbour Investments
Madison,
Wisconsin
|
$23.4K
|
–
|
–
|
–
|
|
|
93
|
SJS Investment Consulting
Sylvania,
Ohio
|
$12.9K
|
+$8.6K
|
+109
|
+206%
|
|
|
94
|
Asset Dedication LLC
San Francisco,
California
|
$12.7K
|
–
|
–
|
–
|
|
|
95
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
+$10.7K
|
+136
|
New
|
|
|
96
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.96K
|
–
|
–
|
–
|
|
|
97
|
Steward Partners Investment Advisory
New York
|
$2.56K
|
-$628K
|
-7,960
|
-100%
|
|
|
98
|
Strategic Financial Planning
Plano,
Texas
|
–
|
-$16.8M
|
-310,632
|
Closed
|
|
|
99
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$54.9K
|
-746
|
Closed
|
|
|
100
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$68
|
-1
|
Closed
|
|
