|
26
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$933K
|
+$73.8K
|
+1,608
|
+8%
|
|
|
27
|
Blue Barn Wealth
Orem,
Utah
|
$865K
|
+$112K
|
+2,449
|
+15%
|
|
|
28
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$854K
|
+$22.4K
|
+488
|
+3%
|
|
|
29
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$812K
|
+$32.3K
|
+705
|
+4%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$792K
|
-$30.8K
|
-671
|
-4%
|
|
|
31
|
Franklin Resources
San Mateo,
California
|
$772K
|
+$7.11K
|
+155
|
+0.9%
|
|
|
32
|
Better Money Decisions
Santa Fe,
New Mexico
|
$761K
|
-$14.1K
|
-307
|
-2%
|
|
|
33
|
Omega Financial Group
Santa Barbara,
California
|
$698K
|
-$39.6K
|
-862
|
-5%
|
|
|
34
|
Vontobel Holding
Zurich,
Switzerland
|
$695K
|
+$22.3K
|
+487
|
+3%
|
|
|
35
|
Lido Advisors
Los Angeles,
California
|
$694K
|
+$327K
|
+7,137
|
+87%
|
|
|
36
|
Carr Financial Group
Worcester,
Massachusetts
|
$658K
|
–
|
–
|
–
|
|
|
37
|
Wealthfront Advisers
Palo Alto,
California
|
$625K
|
+$11.4K
|
+248
|
+2%
|
|
|
38
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$608K
|
–
|
–
|
–
|
|
|
39
|
Atria Wealth Solutions
New York
|
$586K
|
-$165K
|
-3,603
|
-22%
|
|
|
40
|
Retirement Capital Strategies
San Jose,
California
|
$578K
|
+$587K
|
+12,799
|
New
|
|
|
41
|
Aprio Wealth Management
Atlanta,
Georgia
|
$507K
|
+$22.4K
|
+489
|
+5%
|
|
|
42
|
PrairieView Partners
St. Paul,
Minnesota
|
$497K
|
+$12K
|
+262
|
+2%
|
|
|
43
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$478K
|
–
|
–
|
–
|
|
|
44
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$475K
|
–
|
–
|
–
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$462K
|
+$152K
|
+3,305
|
+48%
|
|
|
46
|
Falcon Wealth Planning
Ontario,
California
|
$447K
|
+$44.7K
|
+975
|
+11%
|
|
|
47
|
Brio Consultants
San Francisco,
California
|
$443K
|
+$47.8K
|
+1,042
|
+12%
|
|
|
48
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$413K
|
+$419K
|
+9,141
|
New
|
|
|
49
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$358K
|
+$229
|
+5
|
+0.1%
|
|
|
50
|
PFG Investments
Woodbury,
New York
|
$335K
|
+$826
|
+18
|
+0.2%
|
|
