|
51
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$352K
|
+$111K
|
+2,215
|
+46%
|
|
|
52
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$350K
|
–
|
–
|
–
|
|
|
53
|
Shore Point Advisors
Brielle,
New Jersey
|
$330K
|
+$2.15K
|
+43
|
+0.7%
|
|
|
54
|
Roberts Wealth Advisors
Palo Alto,
California
|
$322K
|
-$107K
|
-2,140
|
-25%
|
|
|
55
|
Seaside Wealth Management
Carlsbad,
California
|
$318K
|
+$318K
|
+6,343
|
New
|
|
|
56
|
Fermata Advisors
Sonoma,
California
|
$316K
|
+$2.05K
|
+41
|
+0.7%
|
|
|
57
|
Gradient Capital Advisors
San Diego,
California
|
$314K
|
+$43.5K
|
+868
|
+16%
|
|
|
58
|
Farther Finance Advisors
San Francisco,
California
|
$313K
|
-$35.2K
|
-704
|
-10%
|
|
|
59
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$309K
|
–
|
–
|
–
|
|
|
60
|
Brookstone Capital Management
Wheaton,
Illinois
|
$301K
|
–
|
–
|
–
|
|
|
61
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$300K
|
–
|
–
|
–
|
|
|
62
|
Birch Financial Group
Keene,
New Hampshire
|
$279K
|
+$74.8K
|
+1,494
|
+37%
|
|
|
63
|
Corient Private Wealth
Miami,
Florida
|
$261K
|
–
|
–
|
–
|
|
|
64
|
Kaizen Financial Strategies
Campbell,
California
|
$259K
|
+$14.3K
|
+285
|
+6%
|
|
|
65
|
Two West Capital Advisors
Overland Park,
Kansas
|
$248K
|
–
|
–
|
–
|
|
|
66
|
Wheels Up Wealth
Benicia,
California
|
$246K
|
–
|
–
|
–
|
|
|
67
|
Old Mission Capital
Chicago,
Illinois
|
$245K
|
+$245K
|
+4,890
|
New
|
|
|
68
|
Shearwater Capital
Denver,
Colorado
|
$236K
|
+$26.2K
|
+523
|
+12%
|
|
|
69
|
|
$234K
|
-$2.37M
|
-47,279
|
-91%
|
|
|
70
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$233K
|
+$1.5K
|
+30
|
+0.6%
|
|
|
71
|
Pure Financial Advisors
San Diego,
California
|
$229K
|
-$1.1K
|
-22
|
-0.5%
|
|
|
72
|
Aspen Capital Management
Boise,
Idaho
|
$227K
|
+$227K
|
+4,529
|
New
|
|
|
73
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$208K
|
–
|
–
|
–
|
|
|
74
|
EP Wealth Advisors
Torrance,
California
|
$176K
|
+$176K
|
+3,506
|
New
|
|
|
75
|
3 Factor Indexing
Sacramento,
California
|
$170K
|
+$169K
|
+3,380
|
New
|
|
