|
126
|
One Degree Advisors
San Diego,
California
|
$971K
|
+$44.1K
|
+764
|
+5%
|
|
|
127
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$938K
|
+$941K
|
+16,306
|
New
|
|
|
128
|
|
$922K
|
+$382K
|
+6,614
|
+70%
|
|
|
129
|
AE Wealth Management
Topeka,
Kansas
|
$909K
|
–
|
–
|
–
|
|
|
130
|
Peninsula Wealth
San Francisco,
California
|
$875K
|
-$344K
|
-5,970
|
-28%
|
|
|
131
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$847K
|
+$849K
|
+14,717
|
New
|
|
|
132
|
Financial Advocates Investment Management
Olympia,
Washington
|
$845K
|
+$16K
|
+278
|
+2%
|
|
|
133
|
Valmark Advisers
Akron,
Ohio
|
$830K
|
+$17.3K
|
+300
|
+2%
|
|
|
134
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$819K
|
–
|
–
|
–
|
|
|
135
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$812K
|
-$108K
|
-1,873
|
-12%
|
|
|
136
|
Stifel Financial
St. Louis,
Missouri
|
$758K
|
-$746K
|
-12,933
|
-50%
|
|
|
137
|
KWB Wealth
Redlands,
California
|
$744K
|
–
|
–
|
–
|
|
|
138
|
Ariston Services Group
San Diego,
California
|
$740K
|
-$272K
|
-4,720
|
-27%
|
|
|
139
|
Tenon Financial
Metuchen,
New Jersey
|
$736K
|
+$738K
|
+12,798
|
New
|
|
|
140
|
TownSquare Capital
Provo,
Utah
|
$716K
|
+$718K
|
+12,444
|
New
|
|
|
141
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$712K
|
+$198K
|
+3,425
|
+38%
|
|
|
142
|
Integris Wealth Management
Monterey,
California
|
$704K
|
–
|
–
|
–
|
|
|
143
|
Avantax Planning Partners
Dubuque,
Iowa
|
$702K
|
–
|
–
|
–
|
|
|
144
|
Cetera Advisors
Denver,
Colorado
|
$678K
|
+$680K
|
+11,790
|
New
|
|
|
145
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$671K
|
+$136K
|
+2,356
|
+25%
|
|
|
146
|
Investment Advisory Group
Hanover,
Massachusetts
|
$656K
|
–
|
–
|
–
|
|
|
147
|
Comerica Bank
Dallas,
Texas
|
$646K
|
+$141K
|
+2,437
|
+28%
|
|
|
148
|
CreativeOne Wealth
Overland Park,
Kansas
|
$631K
|
+$2.13K
|
+37
|
+0.3%
|
|
|
149
|
VERITY Wealth Advisors
Sausalito,
United States
|
$628K
|
-$454K
|
-7,872
|
-42%
|
|
|
150
|
Destination Wealth Management
Walnut Creek,
California
|
$626K
|
+$328K
|
+5,687
|
+110%
|
|
