|
51
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$424K
|
–
|
–
|
–
|
|
|
52
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$415K
|
-$233K
|
-4,555
|
-36%
|
|
|
53
|
Shore Point Advisors
Brielle,
New Jersey
|
$412K
|
+$410K
|
+8,007
|
New
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$403K
|
+$106K
|
+2,068
|
+36%
|
|
|
55
|
Vestment Financial
Chanhassen,
Minnesota
|
$383K
|
-$8.96K
|
-175
|
-2%
|
|
|
56
|
von Borstel & Associates
The Dalles,
Oregon
|
$375K
|
-$90.7K
|
-1,771
|
-20%
|
|
|
57
|
Osaic Holdings
Scottsdale,
Arizona
|
$372K
|
+$370K
|
+7,228
|
New
|
|
|
58
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$348K
|
+$346K
|
+6,765
|
New
|
|
|
59
|
Compass Capital Corp
Braintree,
Massachusetts
|
$343K
|
+$20K
|
+390
|
+6%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$335K
|
-$153K
|
-2,997
|
-32%
|
|
|
61
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$270K
|
+$33.4K
|
+653
|
+14%
|
|
|
62
|
Fiduciary Financial Group
San Rafael,
California
|
$268K
|
+$9.68K
|
+189
|
+4%
|
|
|
63
|
Savant Capital
Rockford,
Illinois
|
$267K
|
+$24.8K
|
+485
|
+10%
|
|
|
64
|
Pathstone Holdings
Englewood,
New Jersey
|
$261K
|
–
|
–
|
–
|
|
|
65
|
Mercer Global Advisors
Denver,
Colorado
|
$255K
|
+$254K
|
+4,958
|
New
|
|
|
66
|
Summit Wealth Group
White River Junction,
Vermont
|
$246K
|
+$245K
|
+4,780
|
New
|
|
|
67
|
Farther Finance Advisors
San Francisco,
California
|
$245K
|
+$103K
|
+2,004
|
+73%
|
|
|
68
|
Greenspring Advisors
Towson,
Maryland
|
$240K
|
+$239K
|
+4,661
|
New
|
|
|
69
|
Ariadne Wealth Management
Santa Barbara,
California
|
$239K
|
+$51
|
+1
|
+0%
|
|
|
70
|
Aspen Capital Management
Boise,
Idaho
|
$232K
|
+$231K
|
+4,508
|
New
|
|
|
71
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$229K
|
–
|
–
|
–
|
|
|
72
|
Legacy Financial Advisors
Covington,
Kentucky
|
$220K
|
+$219K
|
+4,274
|
New
|
|
|
73
|
LexAurum Advisors
Overland Park,
Kansas
|
$213K
|
+$212K
|
+4,138
|
New
|
|
|
74
|
EnRich Financial Partners
Madison,
Wisconsin
|
$210K
|
+$205
|
+4
|
+0.1%
|
|
|
75
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$204K
|
+$307
|
+6
|
+0.2%
|
|
