|
26
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.15M
|
+$59.9K
|
+1,274
|
+6%
|
|
|
27
|
Blue Barn Wealth
Orem,
Utah
|
$1.01M
|
+$35.9K
|
+763
|
+4%
|
|
|
28
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$982K
|
-$134K
|
-2,843
|
-12%
|
|
|
29
|
HighTower Advisors
Chicago,
Illinois
|
$970K
|
-$293K
|
-6,236
|
-23%
|
|
|
30
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$968K
|
-$820K
|
-17,450
|
-46%
|
|
|
31
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$947K
|
+$934K
|
+19,875
|
New
|
|
|
32
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$910K
|
-$868K
|
-18,456
|
Closed
|
|
|
33
|
Franklin Resources
San Mateo,
California
|
$875K
|
+$9.17K
|
+195
|
+1%
|
|
|
34
|
Brio Consultants
San Francisco,
California
|
$862K
|
+$376
|
+8
|
+0%
|
|
|
35
|
Omega Financial Group
Santa Barbara,
California
|
$861K
|
+$16.5K
|
+352
|
+2%
|
|
|
36
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$808K
|
+$29.7K
|
+631
|
+4%
|
|
|
37
|
Better Money Decisions
Santa Fe,
New Mexico
|
$768K
|
+$17K
|
+362
|
+2%
|
|
|
38
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$744K
|
-$7.33K
|
-156
|
-1%
|
|
|
39
|
Falcon Wealth Planning
Ontario,
California
|
$734K
|
+$178K
|
+3,777
|
+32%
|
|
|
40
|
PrairieView Partners
St. Paul,
Minnesota
|
$710K
|
+$21.4K
|
+456
|
+3%
|
|
|
41
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$700K
|
–
|
–
|
–
|
|
|
42
|
Arax Advisory Partners
Denver,
Colorado
|
$680K
|
+$671K
|
+14,272
|
New
|
|
|
43
|
Aprio Wealth Management
Atlanta,
Georgia
|
$670K
|
+$25.1K
|
+533
|
+4%
|
|
|
44
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$669K
|
–
|
–
|
–
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$645K
|
+$110K
|
+2,342
|
+21%
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$638K
|
-$13.7K
|
-292
|
-2%
|
|
|
47
|
Atomi Financial Group
New York
|
$629K
|
+$7.43K
|
+158
|
+1%
|
|
|
48
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$601K
|
+$41.9K
|
+891
|
+8%
|
|
|
49
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$591K
|
+$185K
|
+3,937
|
+46%
|
|
|
50
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$579K
|
+$156K
|
+3,315
|
+38%
|
|
