|
26
|
Blue Barn Wealth
Orem,
Utah
|
$924K
|
–
|
–
|
–
|
|
|
27
|
Franklin Resources
San Mateo,
California
|
$849K
|
+$2.19K
|
+46
|
+0.3%
|
|
|
28
|
Wealthfront Advisers
Palo Alto,
California
|
$823K
|
-$9.71K
|
-204
|
-1%
|
|
|
29
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$822K
|
+$187K
|
+3,919
|
+30%
|
|
|
30
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$801K
|
-$161K
|
-3,383
|
-17%
|
|
|
31
|
Omega Financial Group
Santa Barbara,
California
|
$777K
|
-$13.2K
|
-278
|
-2%
|
|
|
32
|
Invera Wealth Advisors
Bend,
Oregon
|
$775K
|
+$171K
|
+3,586
|
+28%
|
|
|
33
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$775K
|
-$20K
|
-421
|
-3%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$763K
|
-$41.8K
|
-879
|
-5%
|
|
|
35
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$746K
|
+$258K
|
+5,430
|
+54%
|
|
|
36
|
Brio Consultants
San Francisco,
California
|
$722K
|
+$41.7K
|
+875
|
+6%
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
$712K
|
-$138K
|
-2,893
|
-16%
|
|
|
38
|
Plum Street Advisors
New Orleans,
Louisiana
|
$704K
|
+$7.86K
|
+165
|
+1%
|
|
|
39
|
PrairieView Partners
St. Paul,
Minnesota
|
$680K
|
+$213K
|
+4,467
|
+47%
|
|
|
40
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$679K
|
+$16.9K
|
+355
|
+3%
|
|
|
41
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$664K
|
+$32.4K
|
+680
|
+5%
|
|
|
42
|
Atria Wealth Solutions
New York
|
$658K
|
+$6.81K
|
+143
|
+1%
|
|
|
43
|
Kestra Private Wealth Services
Austin,
Texas
|
$638K
|
-$2.05K
|
-43
|
-0.3%
|
|
|
44
|
Vontobel Holding
Zurich,
Switzerland
|
$634K
|
+$20.7K
|
+435
|
+3%
|
|
|
45
|
Aprio Wealth Management
Atlanta,
Georgia
|
$618K
|
+$1.71K
|
+36
|
+0.3%
|
|
|
46
|
Better Money Decisions
Santa Fe,
New Mexico
|
$617K
|
-$137K
|
-2,884
|
-18%
|
|
|
47
|
Falcon Wealth Planning
Ontario,
California
|
$596K
|
+$128K
|
+2,684
|
+28%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$587K
|
-$3.48K
|
-73
|
-0.6%
|
|
|
49
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$534K
|
+$526K
|
+11,055
|
New
|
|
|
50
|
|
$525K
|
–
|
–
|
–
|
|
