|
26
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.77M
|
-$16.4K
|
-342
|
-0.4%
|
|
|
27
|
Drive Wealth Management
Lehi,
Utah
|
$3.55M
|
-$82.8K
|
-1,731
|
-2%
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.33M
|
+$170K
|
+3,555
|
+5%
|
|
|
29
|
New Capital Management
Houston,
Texas
|
$3.32M
|
-$21.2K
|
-443
|
-0.6%
|
|
|
30
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.22M
|
-$310K
|
-6,473
|
-9%
|
|
|
31
|
|
$3.18M
|
+$1.77M
|
+37,049
|
+132%
|
|
|
32
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.1M
|
+$392K
|
+8,200
|
+15%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$3.04M
|
-$155K
|
-3,247
|
-5%
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$2.91M
|
-$4.11K
|
-86
|
-0.1%
|
|
|
35
|
|
$2.88M
|
+$431K
|
+9,016
|
+18%
|
|
|
36
|
Hill Island Financial
Grand Rapids,
Michigan
|
$2.7M
|
–
|
–
|
–
|
|
|
37
|
Navigoe Wealth Management
Redondo Beach,
California
|
$2.64M
|
-$53.2K
|
-1,113
|
-2%
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
$2.62M
|
-$41K
|
-857
|
-2%
|
|
|
39
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$2.57M
|
+$398K
|
+8,328
|
+19%
|
|
|
40
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.55M
|
+$107K
|
+2,235
|
+4%
|
|
|
41
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.48M
|
+$43.3K
|
+905
|
+2%
|
|
|
42
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$2.43M
|
+$2.38M
|
+49,725
|
New
|
|
|
43
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.34M
|
-$9.18K
|
-192
|
-0.4%
|
|
|
44
|
Triune Financial Partners
Overland Park,
Kansas
|
$2.18M
|
-$35K
|
-731
|
-2%
|
|
|
45
|
Cordant Inc
Portland,
Oregon
|
$1.87M
|
+$162K
|
+3,379
|
+10%
|
|
|
46
|
Simplicity Wealth
Summit,
New Jersey
|
$1.84M
|
+$145K
|
+3,035
|
+9%
|
|
|
47
|
Planning Center Inc
Moline,
Illinois
|
$1.75M
|
-$28.2K
|
-589
|
-2%
|
|
|
48
|
RW Investment Management
Eagle,
Idaho
|
$1.67M
|
+$56.2K
|
+1,176
|
+4%
|
|
|
49
|
Longview Asset Management (California)
San Rafael,
California
|
$1.67M
|
-$160K
|
-3,347
|
-9%
|
|
|
50
|
Clarity Wealth Development
Corvallis,
Oregon
|
$1.64M
|
+$1.61M
|
+33,627
|
New
|
|
