|
51
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.97M
|
+$941K
|
+38,412
|
+43%
|
|
|
52
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2.87M
|
+$2.58M
|
+105,492
|
+568%
|
|
|
53
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.77M
|
+$2.93M
|
+119,694
|
New
|
|
|
54
|
Stifel Financial
St. Louis,
Missouri
|
$2.68M
|
+$8.77K
|
+358
|
+0.3%
|
|
|
55
|
FirstPurpose Wealth
Orem,
Utah
|
$2.67M
|
+$305K
|
+12,441
|
+12%
|
|
|
56
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.67M
|
+$738K
|
+30,155
|
+35%
|
|
|
57
|
Northland Capital Management
Virginia,
Minnesota
|
$2.64M
|
+$2.79M
|
+113,910
|
New
|
|
|
58
|
Forum Private Client Group
Fishers,
Indiana
|
$2.59M
|
+$765K
|
+31,240
|
+39%
|
|
|
59
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.55M
|
+$1M
|
+40,923
|
+59%
|
|
|
60
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.55M
|
+$696K
|
+28,441
|
+35%
|
|
|
61
|
Adero Partners
Pleasanton,
California
|
$2.49M
|
+$2.73M
|
+111,387
|
New
|
|
|
62
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$2.41M
|
+$1.45M
|
+59,229
|
+132%
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$2.39M
|
+$312K
|
+12,756
|
+14%
|
|
|
64
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.36M
|
+$724K
|
+29,551
|
+41%
|
|
|
65
|
|
$2.29M
|
+$283K
|
+11,541
|
+13%
|
|
|
66
|
Collective Family Office
York,
Pennsylvania
|
$2.21M
|
-$2.74M
|
-111,854
|
-54%
|
|
|
67
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.14M
|
+$2.26M
|
+92,345
|
New
|
|
|
68
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.12M
|
+$1.23M
|
+50,162
|
+121%
|
|
|
69
|
Bridgewater Advisors
New York
|
$2.11M
|
+$98K
|
+4,002
|
+5%
|
|
|
70
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$2.07M
|
+$894K
|
+36,499
|
+69%
|
|
|
71
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.06M
|
+$38.5K
|
+1,571
|
+2%
|
|
|
72
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.94M
|
+$775K
|
+31,641
|
+61%
|
|
|
73
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.93M
|
+$1.27M
|
+51,985
|
+167%
|
|
|
74
|
Burton Enright Welch
Walnut Creek,
California
|
$1.88M
|
-$2.64M
|
-107,931
|
-57%
|
|
|
75
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.81M
|
+$468K
|
+19,094
|
+32%
|
|
