|
26
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$569K
|
-$26.5K
|
-382
|
-4%
|
|
|
27
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$567K
|
+$121K
|
+1,743
|
+26%
|
|
|
28
|
LexAurum Advisors
Overland Park,
Kansas
|
$504K
|
+$526K
|
+7,571
|
New
|
|
|
29
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$470K
|
-$23.8K
|
-342
|
-5%
|
|
|
30
|
Team Hewins
Redwood City,
California
|
$452K
|
-$15.3K
|
-220
|
-3%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$429K
|
+$93.6K
|
+1,347
|
+26%
|
|
|
32
|
MB Generational Wealth
Spokane,
Washington
|
$423K
|
-$24.1K
|
-347
|
-5%
|
|
|
33
|
Plancorp LLC
Saint Louis,
Missouri
|
$411K
|
–
|
–
|
–
|
|
|
34
|
Level Financial Advisors
East Amherst,
New York
|
$411K
|
+$38.8K
|
+558
|
+10%
|
|
|
35
|
Tarbox Family Office
Newport Beach,
California
|
$406K
|
-$347
|
-5
|
-0.1%
|
|
|
36
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$392K
|
+$51.1K
|
+736
|
+14%
|
|
|
37
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$375K
|
+$5.76K
|
+83
|
+1%
|
|
|
38
|
Dunhill Financial
London,
United Kingdom
|
$352K
|
+$366K
|
+5,268
|
+29,267%
|
|
|
39
|
Curio Wealth
Annapolis,
Maryland
|
$345K
|
–
|
–
|
–
|
|
|
40
|
HB Wealth Management
Atlanta,
Georgia
|
$332K
|
-$97.5K
|
-1,404
|
-22%
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
$290K
|
+$303K
|
+4,356
|
New
|
|
|
42
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$273K
|
+$285K
|
+4,101
|
New
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$265K
|
+$20.6K
|
+296
|
+8%
|
|
|
44
|
ABLE Financial Group
Scottsdale,
Arizona
|
$263K
|
-$2.08K
|
-30
|
-0.8%
|
|
|
45
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$247K
|
-$972
|
-14
|
-0.4%
|
|
|
46
|
TCI Wealth Advisors
Tucson,
Arizona
|
$241K
|
-$7.78K
|
-112
|
-3%
|
|
|
47
|
Addison Advisors
Middlebury,
Vermont
|
$237K
|
–
|
–
|
–
|
|
|
48
|
Financial Plan Inc
Bellingham,
Washington
|
$211K
|
–
|
–
|
–
|
|
|
49
|
Trademark Financial Management
Bloomington,
Minnesota
|
$205K
|
-$560K
|
-8,056
|
-72%
|
|
|
50
|
True Wealth Design
Akron,
Ohio
|
$169K
|
-$2.5K
|
-36
|
-1%
|
|
