|
176
|
Shearwater Capital
Denver,
Colorado
|
$4.65M
|
+$25.2K
|
+538
|
+0.6%
|
|
|
177
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.52M
|
-$43K
|
-920
|
-1%
|
|
|
178
|
TAGStone Capital
Charlotte,
North Carolina
|
$4.5M
|
+$1.44M
|
+30,818
|
+56%
|
|
|
179
|
Soundmark Wealth Management
Kirkland,
Washington
|
$4.42M
|
-$40.7K
|
-871
|
-1%
|
|
|
180
|
Wealthstream Advisors
New York
|
$4.31M
|
-$321K
|
-6,869
|
-8%
|
|
|
181
|
Claris Advisors
St. Louis,
Missouri
|
$4.15M
|
-$110K
|
-2,346
|
-3%
|
|
|
182
|
Shira Ridge Wealth Management
Larkspur,
California
|
$4.13M
|
+$22.7K
|
+485
|
+0.6%
|
|
|
183
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.12M
|
-$31.7K
|
-679
|
-0.9%
|
|
|
184
|
Level Financial Advisors
East Amherst,
New York
|
$4.03M
|
-$66.2K
|
-1,417
|
-2%
|
|
|
185
|
BetterWealth
San Jose,
California
|
$4M
|
+$11.3K
|
+241
|
+0.3%
|
|
|
186
|
True Wealth Design
Akron,
Ohio
|
$3.97M
|
-$709K
|
-15,165
|
-17%
|
|
|
187
|
Annapolis Financial Services
Annapolis,
Maryland
|
$3.92M
|
+$532K
|
+11,380
|
+18%
|
|
|
188
|
Evensky & Katz
Coral Gables,
Florida
|
$3.89M
|
+$10.9K
|
+234
|
+0.3%
|
|
|
189
|
Berkeley Inc
Boise,
Idaho
|
$3.8M
|
+$3.39M
|
+72,548
|
New
|
|
|
190
|
|
$3.75M
|
+$484K
|
+10,344
|
+17%
|
|
|
191
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.66M
|
-$50K
|
-1,070
|
-2%
|
|
|
192
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.63M
|
+$3.24M
|
+69,278
|
New
|
|
|
193
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.53M
|
+$20.2K
|
+433
|
+0.6%
|
|
|
194
|
City State Bank
Norwalk,
Iowa
|
$3.52M
|
-$519K
|
-11,107
|
-14%
|
|
|
195
|
Park Avenue Securities
New York
|
$3.51M
|
+$673K
|
+14,391
|
+27%
|
|
|
196
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.42M
|
+$461K
|
+9,871
|
+18%
|
|
|
197
|
Efficient Advisors
Mason,
Ohio
|
$3.33M
|
-$210K
|
-4,484
|
-7%
|
|
|
198
|
Klingman & Associates
New York
|
$3.26M
|
-$27.2K
|
-582
|
-0.9%
|
|
|
199
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.2M
|
+$2.85M
|
+61,067
|
New
|
|
|
200
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.19M
|
+$2.85M
|
+60,908
|
New
|
|
