|
76
|
Pathstone Family Office
Englewood,
New Jersey
|
$896K
|
-$34.4M
|
-727,875
|
-97%
|
|
|
77
|
Soundmark Wealth Management
Kirkland,
Washington
|
$859K
|
–
|
–
|
–
|
|
|
78
|
Safeguard Investment Advisory Group
Corona,
California
|
$822K
|
-$97.2K
|
-2,054
|
-10%
|
|
|
79
|
Disciplined Investments
Tulsa,
Oklahoma
|
$779K
|
-$178K
|
-3,762
|
-18%
|
|
|
80
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$779K
|
+$2.65K
|
+56
|
+0.3%
|
|
|
81
|
Five Oceans Advisors
Santa Monica,
California
|
$728K
|
–
|
–
|
–
|
|
|
82
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$720K
|
-$195K
|
-4,125
|
-21%
|
|
|
83
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$700K
|
+$7.05K
|
+149
|
+1%
|
|
|
84
|
Annapolis Financial Services
Annapolis,
Maryland
|
$651K
|
-$29.2K
|
-618
|
-4%
|
|
|
85
|
Wealthspan Partners
Davenport,
Iowa
|
$626K
|
+$638K
|
+13,478
|
New
|
|
|
86
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$624K
|
-$273K
|
-5,769
|
-30%
|
|
|
87
|
Osaic Holdings
Scottsdale,
Arizona
|
$616K
|
+$118K
|
+2,501
|
+23%
|
|
|
88
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$598K
|
+$66.6K
|
+1,407
|
+12%
|
|
|
89
|
AE Wealth Management
Topeka,
Kansas
|
$578K
|
+$244K
|
+5,165
|
+71%
|
|
|
90
|
Western Wealth Management
Golden,
Colorado
|
$561K
|
+$568
|
+12
|
+0.1%
|
|
|
91
|
WPWealth
Fort Worth,
Texas
|
$550K
|
-$12.9K
|
-272
|
-2%
|
|
|
92
|
|
$529K
|
+$71.3K
|
+1,506
|
+15%
|
|
|
93
|
Triune Financial Partners
Overland Park,
Kansas
|
$511K
|
+$2.89K
|
+61
|
+0.6%
|
|
|
94
|
Clear Creek Financial Management
Silverdale,
Washington
|
$497K
|
+$506K
|
+10,705
|
New
|
|
|
95
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$482K
|
+$378
|
+8
|
+0.1%
|
|
|
96
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$477K
|
+$62.5K
|
+1,322
|
+15%
|
|
|
97
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$477K
|
+$62.5K
|
+1,322
|
+15%
|
|
|
98
|
Envision Financial Planning
Memphis,
Tennessee
|
$462K
|
+$471K
|
+9,951
|
New
|
|
|
99
|
Tidal Investments
Milwaukee,
Wisconsin
|
$453K
|
+$852
|
+18
|
+0.2%
|
|
|
100
|
Retirement Guys Formula
Maumee,
Ohio
|
$426K
|
-$30.1K
|
-637
|
-7%
|
|
