|
201
|
Gradient Capital Advisors
San Diego,
California
|
$4.67M
|
+$37.5K
|
+1,176
|
+0.8%
|
|
|
202
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.63M
|
+$4.43M
|
+138,858
|
+7,158%
|
|
|
203
|
RBF Capital
San Francisco,
California
|
$4.58M
|
–
|
–
|
–
|
|
|
204
|
MML Investors Services
Springfield,
Massachusetts
|
$4.58M
|
+$649K
|
+20,346
|
+17%
|
|
|
205
|
Capital Performance Advisors
Walnut Creek,
California
|
$4.56M
|
-$96.8K
|
-3,033
|
-2%
|
|
|
206
|
Wealth Architects
Mountain View,
California
|
$4.48M
|
+$165K
|
+5,175
|
+4%
|
|
|
207
|
First Financial Group
Raleigh,
North Carolina
|
$4.46M
|
-$12.2K
|
-382
|
-0.3%
|
|
|
208
|
Summit Wealth Group
White River Junction,
Vermont
|
$4.44M
|
-$63.4K
|
-1,988
|
-1%
|
|
|
209
|
WealthSpring Partners
Long Beach,
California
|
$4.44M
|
+$4.33M
|
+135,591
|
New
|
|
|
210
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.44M
|
-$21.5K
|
-675
|
-0.5%
|
|
|
211
|
XY Planning Network
Bozeman,
Montana
|
$4.4M
|
-$100K
|
-3,137
|
-2%
|
|
|
212
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.34M
|
-$692K
|
-21,684
|
-14%
|
|
|
213
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.31M
|
+$162K
|
+5,085
|
+4%
|
|
|
214
|
DWR Wealth Management
San Jose,
California
|
$4.19M
|
+$4.06M
|
+127,398
|
New
|
|
|
215
|
Capstone Wealth Management
Billings,
Montana
|
$4.09M
|
+$3.94M
|
+123,550
|
New
|
|
|
216
|
Quantinno Capital Management
New York
|
$4.04M
|
+$2.87M
|
+89,982
|
+268%
|
|
|
217
|
Evernest Financial Advisors
Carmel,
Indiana
|
$4.03M
|
-$120K
|
-3,765
|
-3%
|
|
|
218
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$3.86M
|
–
|
–
|
–
|
|
|
219
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.84M
|
+$2.28M
|
+71,471
|
+156%
|
|
|
220
|
McCartney Wealth Management
Clayton,
Missouri
|
$3.83M
|
+$3.74M
|
+117,110
|
New
|
|
|
221
|
Versant Capital Management
Phoenix,
Arizona
|
$3.83M
|
+$7.88K
|
+247
|
+0.2%
|
|
|
222
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.83M
|
+$1.85M
|
+57,911
|
+98%
|
|
|
223
|
Harbor Group
Bedford,
New Hampshire
|
$3.8M
|
+$4.05K
|
+127
|
+0.1%
|
|
|
224
|
Stifel Financial
St. Louis,
Missouri
|
$3.78M
|
+$2.87K
|
+90
|
+0.1%
|
|
|
225
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$3.78M
|
-$29.8K
|
-935
|
-0.8%
|
|
