|
26
|
Trademark Financial Management
Bloomington,
Minnesota
|
$442K
|
+$13.9K
|
+258
|
+4%
|
|
|
27
|
Vestment Financial
Chanhassen,
Minnesota
|
$436K
|
+$76.6K
|
+1,421
|
+24%
|
|
|
28
|
Team Hewins
Redwood City,
California
|
$411K
|
+$101K
|
+1,869
|
+36%
|
|
|
29
|
HB Wealth Management
Atlanta,
Georgia
|
$392K
|
-$1.78K
|
-33
|
-0.5%
|
|
|
30
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$391K
|
+$102K
|
+1,899
|
+40%
|
|
|
31
|
Tarbox Family Office
Newport Beach,
California
|
$358K
|
–
|
–
|
–
|
|
|
32
|
Plancorp LLC
Saint Louis,
Missouri
|
$337K
|
–
|
–
|
–
|
|
|
33
|
Level Financial Advisors
East Amherst,
New York
|
$329K
|
+$485
|
+9
|
+0.2%
|
|
|
34
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$278K
|
+$863
|
+16
|
+0.3%
|
|
|
35
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$278K
|
+$256K
|
+4,740
|
New
|
|
|
36
|
Axxcess Wealth Management
Carlsbad,
California
|
$264K
|
+$1.51K
|
+28
|
+0.6%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$256K
|
+$235K
|
+4,358
|
New
|
|
|
38
|
Curio Wealth
Annapolis,
Maryland
|
$246K
|
+$226K
|
+4,195
|
+46,611%
|
|
|
39
|
TCI Wealth Advisors
Tucson,
Arizona
|
$233K
|
-$28.7K
|
-532
|
-12%
|
|
|
40
|
EP Wealth Advisors
Torrance,
California
|
$227K
|
-$127K
|
-2,356
|
-38%
|
|
|
41
|
PrairieView Partners
St. Paul,
Minnesota
|
$221K
|
-$11.8K
|
-219
|
-5%
|
|
|
42
|
Addison Advisors
Middlebury,
Vermont
|
$216K
|
+$27K
|
+500
|
+16%
|
|
|
43
|
ABLE Financial Group
Scottsdale,
Arizona
|
$210K
|
+$193K
|
+3,581
|
New
|
|
|
44
|
Burton Enright Welch
Walnut Creek,
California
|
$205K
|
-$38K
|
-705
|
-17%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$203K
|
+$186K
|
+3,454
|
New
|
|
|
46
|
True Wealth Design
Akron,
Ohio
|
$158K
|
-$13K
|
-241
|
-8%
|
|
|
47
|
WealthCollab
Bellevue,
Washington
|
$146K
|
–
|
–
|
–
|
|
|
48
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$80K
|
+$73.6K
|
+1,365
|
New
|
|
|
49
|
Red Lighthouse Investment Management
New York
|
$67.1K
|
+$1.56K
|
+29
|
+3%
|
|
|
50
|
|
$54.1K
|
–
|
–
|
–
|
|
