|
26
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$741K
|
+$245K
|
+3,173
|
+54%
|
|
|
27
|
Northland Capital Management
Virginia,
Minnesota
|
$726K
|
-$377K
|
-4,885
|
-36%
|
|
|
28
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$700K
|
+$154
|
+2
|
+0%
|
|
|
29
|
Vestment Financial
Chanhassen,
Minnesota
|
$644K
|
+$23.6K
|
+306
|
+4%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$618K
|
+$84.9K
|
+1,101
|
+17%
|
|
|
31
|
Tarbox Family Office
Newport Beach,
California
|
$609K
|
+$103K
|
+1,336
|
+22%
|
|
|
32
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$602K
|
+$22.9K
|
+297
|
+4%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$579K
|
-$241K
|
-3,127
|
-31%
|
|
|
34
|
LexAurum Advisors
Overland Park,
Kansas
|
$556K
|
-$59.7K
|
-774
|
-10%
|
|
|
35
|
Dunhill Financial
London,
United Kingdom
|
$556K
|
+$116K
|
+1,510
|
+29%
|
|
|
36
|
Team Hewins
Redwood City,
California
|
$553K
|
-$2.78K
|
-36
|
-0.5%
|
|
|
37
|
Bridgewater Advisors
New York
|
$545K
|
+$554K
|
+7,181
|
New
|
|
|
38
|
MB Generational Wealth
Spokane,
Washington
|
$508K
|
-$11.8K
|
-153
|
-2%
|
|
|
39
|
Level Financial Advisors
East Amherst,
New York
|
$505K
|
+$154
|
+2
|
+0%
|
|
|
40
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$491K
|
+$463K
|
+6,000
|
New
|
|
|
41
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$478K
|
+$16K
|
+208
|
+4%
|
|
|
42
|
Plancorp LLC
Saint Louis,
Missouri
|
$443K
|
–
|
–
|
–
|
|
|
43
|
Curio Wealth
Annapolis,
Maryland
|
$416K
|
-$6.79K
|
-88
|
-2%
|
|
|
44
|
HB Wealth Management
Atlanta,
Georgia
|
$408K
|
–
|
–
|
–
|
|
|
45
|
Axxcess Wealth Management
Carlsbad,
California
|
$378K
|
+$356K
|
+4,623
|
New
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$367K
|
+$10.1K
|
+131
|
+3%
|
|
|
47
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$336K
|
–
|
–
|
–
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$335K
|
+$8.71K
|
+113
|
+3%
|
|
|
49
|
ABLE Financial Group
Scottsdale,
Arizona
|
$321K
|
-$1.39K
|
-18
|
-0.5%
|
|
|
50
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$296K
|
-$7.48K
|
-97
|
-3%
|
|
