|
126
|
Integris Wealth Management
Monterey,
California
|
$735K
|
–
|
–
|
–
|
|
|
127
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$727K
|
–
|
–
|
–
|
|
|
128
|
CreativeOne Wealth
Overland Park,
Kansas
|
$711K
|
-$31.9K
|
-567
|
-4%
|
|
|
129
|
One Capital Management
Westlake Village,
California
|
$706K
|
–
|
–
|
–
|
|
|
130
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$666K
|
+$111K
|
+1,975
|
+19%
|
|
|
131
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$634K
|
+$3.04K
|
+54
|
+0.5%
|
|
|
132
|
Avantax Advisory Services
Dallas,
Texas
|
$628K
|
-$579K
|
-10,285
|
-47%
|
|
|
133
|
Investment Advisory Group
Hanover,
Massachusetts
|
$625K
|
+$641K
|
+11,400
|
New
|
|
|
134
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$601K
|
–
|
–
|
–
|
|
|
135
|
Mattern Capital Management
Lakewood,
Colorado
|
$592K
|
+$87.1K
|
+1,548
|
+17%
|
|
|
136
|
|
$570K
|
+$34.9K
|
+621
|
+6%
|
|
|
137
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$569K
|
+$591K
|
+10,513
|
New
|
|
|
138
|
My Personal CFO LLC
Vancouver,
Washington
|
$548K
|
+$563K
|
+10,000
|
New
|
|
|
139
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$548K
|
+$562K
|
+9,999
|
New
|
|
|
140
|
Fisher Asset Management
Camas,
Washington
|
$543K
|
-$23K
|
-409
|
-4%
|
|
|
141
|
Neumann Capital Management
Foster City,
California
|
$528K
|
–
|
–
|
–
|
|
|
142
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$518K
|
+$533K
|
+9,473
|
New
|
|
|
143
|
Bristlecone Advisors
Bellevue,
Washington
|
$509K
|
+$78.8K
|
+1,400
|
+18%
|
|
|
144
|
Comerica Bank
Dallas,
Texas
|
$487K
|
+$500K
|
+8,885
|
New
|
|
|
145
|
Adero Partners
Pleasanton,
California
|
$470K
|
+$482K
|
+8,572
|
New
|
|
|
146
|
Alpha Cubed Investments
Irvine,
California
|
$465K
|
–
|
–
|
–
|
|
|
147
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$461K
|
+$92.1K
|
+1,637
|
+24%
|
|
|
148
|
Coldstream Capital Management
Bellevue,
Washington
|
$455K
|
-$169K
|
-3,000
|
-27%
|
|
|
149
|
Waypoint Wealth Partners
Mill Valley,
California
|
$449K
|
–
|
–
|
–
|
|
|
150
|
IEQ Capital
Foster City,
California
|
$434K
|
-$3.21K
|
-57
|
-0.7%
|
|
