|
26
|
Advisornet Financial
Minnetonka,
Minnesota
|
$430K
|
+$426K
|
+14,376
|
New
|
|
|
27
|
Asset Dedication LLC
San Francisco,
California
|
$403K
|
+$259K
|
+8,724
|
+183%
|
|
|
28
|
Forum Financial Management
Lombard,
Illinois
|
$382K
|
+$158K
|
+5,318
|
+71%
|
|
|
29
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$336K
|
+$178
|
+6
|
+0.1%
|
|
|
30
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$333K
|
+$35.7K
|
+1,205
|
+12%
|
|
|
31
|
RW Investment Management
Eagle,
Idaho
|
$321K
|
+$318K
|
+10,741
|
New
|
|
|
32
|
Pathstone Family Office
Englewood,
New Jersey
|
$306K
|
+$208
|
+7
|
+0.1%
|
|
|
33
|
Waypoint Wealth Partners
Mill Valley,
California
|
$291K
|
+$289K
|
+9,740
|
New
|
|
|
34
|
New Capital Management
Houston,
Texas
|
$287K
|
+$285K
|
+9,618
|
New
|
|
|
35
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$283K
|
+$280K
|
+9,456
|
New
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$208K
|
+$206K
|
+6,959
|
New
|
|
|
37
|
Brighton Jones LLC
Seattle,
Washington
|
$207K
|
+$205K
|
+6,909
|
New
|
|
|
38
|
TCI Wealth Advisors
Tucson,
Arizona
|
$164K
|
–
|
–
|
–
|
|
|
39
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$140K
|
-$11K
|
-370
|
-7%
|
|
|
40
|
Creative Capital Management Investments
San Diego,
California
|
$136K
|
+$135K
|
+4,549
|
New
|
|
|
41
|
Wolff Wiese Magana
Carslbad,
California
|
$76.8K
|
–
|
–
|
–
|
|
|
42
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$58.7K
|
+$58.3K
|
+1,965
|
New
|
|
|
43
|
Red Tortoise LLC
Atlanta,
Georgia
|
$40.8K
|
+$40.5K
|
+1,365
|
New
|
|
|
44
|
Annapolis Financial Services
Annapolis,
Maryland
|
$39.9K
|
–
|
–
|
–
|
|
|
45
|
Cardiff Park Advisors
Carlsbad,
California
|
$35.1K
|
+$2.58K
|
+87
|
+8%
|
|
|
46
|
|
$28.6K
|
+$28.4K
|
+958
|
New
|
|
|
47
|
Red Lighthouse Investment Management
New York
|
$28.5K
|
–
|
–
|
–
|
|
|
48
|
Avior Wealth Management
Omaha,
Nebraska
|
$19.6K
|
–
|
–
|
–
|
|
|
49
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$17.4K
|
+$2.25K
|
+76
|
+15%
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
$15.4K
|
+$15.2K
|
+514
|
New
|
|
