|
51
|
TCI Wealth Advisors
Tucson,
Arizona
|
$313K
|
-$10.5K
|
-158
|
-3%
|
|
|
52
|
Pacific Asset Management
Gig Harbor,
Washington
|
$305K
|
+$32.6K
|
+493
|
+11%
|
|
|
53
|
Axxcess Wealth Management
Carlsbad,
California
|
$293K
|
+$331
|
+5
|
+0.1%
|
|
|
54
|
Perigon Wealth Management
San Francisco,
California
|
$270K
|
–
|
–
|
–
|
|
|
55
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$245K
|
+$51.9K
|
+784
|
+25%
|
|
|
56
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$243K
|
–
|
–
|
–
|
|
|
57
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$208K
|
–
|
–
|
–
|
|
|
58
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$205K
|
–
|
–
|
–
|
|
|
59
|
Red Lighthouse Investment Management
New York
|
$143K
|
+$17.5K
|
+264
|
+13%
|
|
|
60
|
Curio Wealth
Annapolis,
Maryland
|
$140K
|
-$140K
|
-2,110
|
-100%
|
|
|
61
|
Parkworth Wealth Management
Los Gatos,
California
|
$134K
|
+$464
|
+7
|
+0.3%
|
|
|
62
|
True Wealth Design
Akron,
Ohio
|
$105K
|
+$112K
|
+1,685
|
New
|
|
|
63
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$101K
|
+$45.8K
|
+691
|
+74%
|
|
|
64
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$96K
|
–
|
–
|
–
|
|
|
65
|
Elevation Wealth Partners
Santa Rosa,
California
|
$61.2K
|
+$65K
|
+981
|
New
|
|
|
66
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.9K
|
-$78.1K
|
-1,180
|
-55%
|
|
|
67
|
Signature Resources Capital Management
Newport Beach,
California
|
$59.8K
|
+$2.65K
|
+40
|
+4%
|
|
|
68
|
WealthCollab
Bellevue,
Washington
|
$53.6K
|
+$21.1K
|
+318
|
+59%
|
|
|
69
|
Asset Dedication LLC
San Francisco,
California
|
$48.4K
|
+$26K
|
+392
|
+102%
|
|
|
70
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$23.4K
|
+$24.8K
|
+375
|
New
|
|
|
71
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
+$15K
|
+226
|
New
|
|
|
72
|
WMS Partners
Towson,
Maryland
|
–
|
-$1.58M
|
-23,924
|
Closed
|
|
|
73
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$899K
|
-13,598
|
Closed
|
|
|
74
|
Passive Capital Management
Baltimore,
Maryland
|
–
|
-$833K
|
-12,598
|
Closed
|
|
