|
51
|
Cahill Wealth Management
Portage,
Michigan
|
$651K
|
+$705K
|
+30,258
|
New
|
|
|
52
|
Schubert & Co
Mckinney,
Texas
|
$615K
|
+$665K
|
+28,575
|
New
|
|
|
53
|
Summit Financial Strategies
Columbus,
Ohio
|
$605K
|
+$654K
|
+28,103
|
New
|
|
|
54
|
Peninsula Wealth
San Francisco,
California
|
$556K
|
+$602K
|
+25,846
|
New
|
|
|
55
|
Soundmark Wealth Management
Kirkland,
Washington
|
$545K
|
+$590K
|
+25,336
|
New
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$531K
|
+$575K
|
+24,679
|
New
|
|
|
57
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$476K
|
+$515K
|
+22,127
|
New
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$464K
|
+$503K
|
+21,589
|
New
|
|
|
59
|
Rockefeller Capital Management
New York
|
$435K
|
+$471K
|
+20,222
|
New
|
|
|
60
|
Continuum Advisory
Eagle,
Idaho
|
$405K
|
+$438K
|
+18,829
|
New
|
|
|
61
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$368K
|
+$399K
|
+17,113
|
New
|
|
|
62
|
Pathstone Family Office
Englewood,
New Jersey
|
$323K
|
+$349K
|
+14,996
|
New
|
|
|
63
|
RS Crum Inc
Newport Beach,
California
|
$281K
|
+$304K
|
+13,055
|
New
|
|
|
64
|
Passive Capital Management
Baltimore,
Maryland
|
$243K
|
+$262K
|
+11,270
|
New
|
|
|
65
|
Truepoint Inc
Cincinnati,
Ohio
|
$207K
|
+$224K
|
+9,621
|
New
|
|
|
66
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$114K
|
+$123K
|
+5,283
|
New
|
|
|
67
|
Raffa Wealth Management
Washington,
District of Columbia
|
$106K
|
+$114K
|
+4,911
|
New
|
|
|
68
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$65K
|
+$69.9K
|
+3,000
|
New
|
|
|
69
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$60K
|
+$64.6K
|
+2,775
|
New
|
|
|
70
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$34K
|
+$36.6K
|
+1,570
|
New
|
|
|
71
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11K
|
+$12K
|
+516
|
New
|
|
|
72
|
IFP Advisors
Tampa,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
73
|
Flow Traders U.S.
New York
|
–
|
-$6.65M
|
-266,908
|
Closed
|
|
