|
101
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$517K
|
+$15.7K
|
+206
|
+3%
|
|
|
102
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$458K
|
-$12.1K
|
-159
|
-3%
|
|
|
103
|
WealthSource Partners
San Luis Obispo,
California
|
$449K
|
+$443K
|
+5,821
|
New
|
|
|
104
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$446K
|
+$308K
|
+4,045
|
+233%
|
|
|
105
|
Brighton Jones LLC
Seattle,
Washington
|
$445K
|
+$2.44K
|
+32
|
+0.6%
|
|
|
106
|
Raymond James Trust
St. Petersburg,
Florida
|
$410K
|
–
|
–
|
–
|
|
|
107
|
Stifel Financial
St. Louis,
Missouri
|
$400K
|
+$396K
|
+5,194
|
New
|
|
|
108
|
Austin Asset Management
Austin,
Texas
|
$381K
|
-$74.3K
|
-976
|
-17%
|
|
|
109
|
Heritage Financial Services
Westwood,
Massachusetts
|
$378K
|
+$164K
|
+2,149
|
+78%
|
|
|
110
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$359K
|
–
|
–
|
–
|
|
|
111
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$349K
|
–
|
–
|
–
|
|
|
112
|
WESPAC Advisors SoCal
Pasadena,
California
|
$346K
|
+$342K
|
+4,487
|
New
|
|
|
113
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$329K
|
+$325K
|
+4,261
|
New
|
|
|
114
|
First National Trust
Hermitage,
Pennsylvania
|
$270K
|
-$251K
|
-3,300
|
-49%
|
|
|
115
|
Wealthfront Advisers
Palo Alto,
California
|
$261K
|
+$258K
|
+3,382
|
New
|
|
|
116
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$256K
|
+$262K
|
+3,444
|
New
|
|
|
117
|
Merriman Wealth Management
Seattle,
Washington
|
$252K
|
-$5.25K
|
-69
|
-2%
|
|
|
118
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$246K
|
+$76
|
+1
|
+0%
|
|
|
119
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$245K
|
+$33.7K
|
+443
|
+16%
|
|
|
120
|
Evanson Asset Management
Carmel,
California
|
$243K
|
+$12.6K
|
+166
|
+6%
|
|
|
121
|
CRA Financial Services
Northfield,
New Jersey
|
$241K
|
–
|
–
|
–
|
|
|
122
|
Annapolis Financial Services
Annapolis,
Maryland
|
$230K
|
–
|
–
|
–
|
|
|
123
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$220K
|
+$19.3K
|
+254
|
+10%
|
|
|
124
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$218K
|
-$30.8K
|
-404
|
-12%
|
|
|
125
|
Pure Financial Advisors
San Diego,
California
|
$216K
|
+$214K
|
+2,808
|
New
|
|
