|
76
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$722K
|
+$89K
|
+1,850
|
+14%
|
|
|
77
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$709K
|
+$705K
|
+14,669
|
New
|
|
|
78
|
Safeguard Investment Advisory Group
Corona,
California
|
$638K
|
+$635K
|
+13,198
|
New
|
|
|
79
|
Annapolis Financial Services
Annapolis,
Maryland
|
$626K
|
+$244K
|
+5,084
|
+65%
|
|
|
80
|
Bank of America
Charlotte,
North Carolina
|
$621K
|
+$618K
|
+12,862
|
New
|
|
|
81
|
WPWealth
Fort Worth,
Texas
|
$591K
|
+$299K
|
+6,223
|
+104%
|
|
|
82
|
HighTower Advisors
Chicago,
Illinois
|
$568K
|
+$565K
|
+11,747
|
New
|
|
|
83
|
Triune Financial Partners
Overland Park,
Kansas
|
$526K
|
-$500K
|
-10,392
|
-49%
|
|
|
84
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$519K
|
+$23.5K
|
+489
|
+5%
|
|
|
85
|
|
$498K
|
+$18.7K
|
+389
|
+4%
|
|
|
86
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$489K
|
+$51K
|
+1,060
|
+12%
|
|
|
87
|
Retirement Guys Formula
Maumee,
Ohio
|
$473K
|
–
|
–
|
–
|
|
|
88
|
Tidal Investments
Milwaukee,
Wisconsin
|
$472K
|
+$470K
|
+9,767
|
New
|
|
|
89
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$453K
|
+$6.49K
|
+135
|
+1%
|
|
|
90
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$450K
|
+$577
|
+12
|
+0.1%
|
|
|
91
|
CPA Asset Management
West Palm Beach,
Florida
|
$448K
|
–
|
–
|
–
|
|
|
92
|
Spinnaker Investment Group
Newport Beach,
California
|
$445K
|
+$48.8K
|
+1,015
|
+12%
|
|
|
93
|
Red Lighthouse Investment Management
New York
|
$441K
|
+$29.8K
|
+620
|
+7%
|
|
|
94
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$424K
|
–
|
–
|
–
|
|
|
95
|
|
$416K
|
+$414K
|
+8,619
|
New
|
|
|
96
|
Beta Wealth Group
San Diego,
California
|
$396K
|
+$394K
|
+8,195
|
New
|
|
|
97
|
25 LLC
St. Louis,
Missouri
|
$377K
|
+$377K
|
+7,849
|
New
|
|
|
98
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$367K
|
-$104K
|
-2,171
|
-22%
|
|
|
99
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$367K
|
+$365K
|
+7,590
|
New
|
|
|
100
|
MML Investors Services
Springfield,
Massachusetts
|
$351K
|
+$350K
|
+7,271
|
New
|
|
