|
26
|
Vestment Financial
Chanhassen,
Minnesota
|
$262K
|
+$276K
|
+5,173
|
New
|
|
|
27
|
Team Hewins
Redwood City,
California
|
$258K
|
+$107
|
+2
|
+0%
|
|
|
28
|
Savant Capital
Rockford,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
29
|
TCI Wealth Advisors
Tucson,
Arizona
|
$228K
|
–
|
–
|
–
|
|
|
30
|
Axxcess Wealth Management
Carlsbad,
California
|
$226K
|
+$3.04K
|
+57
|
+1%
|
|
|
31
|
Burton Enright Welch
Walnut Creek,
California
|
$212K
|
–
|
–
|
–
|
|
|
32
|
Curio Wealth
Annapolis,
Maryland
|
$211K
|
+$223K
|
+4,176
|
New
|
|
|
33
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$207K
|
-$5.92K
|
-111
|
-3%
|
|
|
34
|
PrairieView Partners
St. Paul,
Minnesota
|
$203K
|
+$66.1K
|
+1,240
|
+44%
|
|
|
35
|
Addison Advisors
Middlebury,
Vermont
|
$126K
|
+$17.9K
|
+335
|
+16%
|
|
|
36
|
WealthCollab
Bellevue,
Washington
|
$126K
|
-$52.1K
|
-977
|
-28%
|
|
|
37
|
True Wealth Design
Akron,
Ohio
|
$83.3K
|
–
|
–
|
–
|
|
|
38
|
Orion Capital Management
Coronado,
California
|
$58.3K
|
+$61.7K
|
+1,156
|
New
|
|
|
39
|
Red Lighthouse Investment Management
New York
|
$56.7K
|
+$427
|
+8
|
+0.7%
|
|
|
40
|
Tortoise Investment Management
White Plains,
New York
|
$35.3K
|
–
|
–
|
–
|
|
|
41
|
|
$32K
|
+$33.8K
|
+634
|
New
|
|
|
42
|
Parkworth Wealth Management
Los Gatos,
California
|
$21.8K
|
+$23K
|
+432
|
New
|
|
|
43
|
Signature Resources Capital Management
Newport Beach,
California
|
$7.51K
|
–
|
–
|
–
|
|
|
44
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.03M
|
-18,599
|
Closed
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$551K
|
-9,844
|
Closed
|
|
|
46
|
Elevation Wealth Partners
Santa Rosa,
California
|
–
|
-$26.7K
|
-484
|
Closed
|
|
