|
26
|
Willow Creek Wealth Management
Sebastopol,
California
|
$695K
|
+$4.99K
|
+101
|
+0.7%
|
|
|
27
|
Scratch Capital
Boise,
Idaho
|
$674K
|
+$668K
|
+13,520
|
New
|
|
|
28
|
True Link Financial Advisors
San Francisco,
California
|
$663K
|
–
|
–
|
–
|
|
|
29
|
Flow Traders U.S.
New York
|
$596K
|
–
|
–
|
–
|
|
|
30
|
Fiduciary Financial Group
San Rafael,
California
|
$518K
|
-$197K
|
-3,987
|
-28%
|
|
|
31
|
Nautilus Advisors
La Jolla,
California
|
$500K
|
+$496K
|
+10,041
|
New
|
|
|
32
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$498K
|
+$494K
|
+10,000
|
New
|
|
|
33
|
Parallel Advisors
San Francisco,
California
|
$470K
|
+$466K
|
+9,428
|
New
|
|
|
34
|
RAM Investment Partners
Bellevue,
Washington
|
$465K
|
+$49.5K
|
+1,001
|
+12%
|
|
|
35
|
Independent Financial Group
San Diego,
California
|
$459K
|
+$455K
|
+9,203
|
New
|
|
|
36
|
Roberts Wealth Advisors
Palo Alto,
California
|
$420K
|
–
|
–
|
–
|
|
|
37
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$406K
|
-$64.2K
|
-1,300
|
-14%
|
|
|
38
|
Tortoise Investment Management
White Plains,
New York
|
$388K
|
+$50.1K
|
+1,013
|
+15%
|
|
|
39
|
Red Lighthouse Investment Management
New York
|
$372K
|
+$14.5K
|
+294
|
+4%
|
|
|
40
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$347K
|
+$20K
|
+405
|
+6%
|
|
|
41
|
Pathstone Holdings
Englewood,
New Jersey
|
$328K
|
–
|
–
|
–
|
|
|
42
|
|
$309K
|
-$2.19M
|
-44,221
|
-88%
|
|
|
43
|
Fermata Advisors
Sonoma,
California
|
$308K
|
+$2.13K
|
+43
|
+0.7%
|
|
|
44
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$296K
|
+$293K
|
+5,934
|
New
|
|
|
45
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$287K
|
+$285K
|
+5,765
|
New
|
|
|
46
|
Gradient Capital Advisors
San Diego,
California
|
$268K
|
–
|
–
|
–
|
|
|
47
|
Apella Capital
West Hartford,
Connecticut
|
$265K
|
+$261K
|
+5,275
|
New
|
|
|
48
|
Kaizen Financial Strategies
Campbell,
California
|
$239K
|
+$2.92K
|
+59
|
+1%
|
|
|
49
|
Pure Financial Advisors
San Diego,
California
|
$227K
|
+$225K
|
+4,560
|
New
|
|
|
50
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$227K
|
+$1.58K
|
+32
|
+0.7%
|
|
