|
26
|
Planning Center Inc
Moline,
Illinois
|
$859K
|
+$140K
|
+4,547
|
+18%
|
|
|
27
|
Schoolcraft Capital
Boulder,
Colorado
|
$808K
|
–
|
–
|
–
|
|
|
28
|
Cordant Inc
Portland,
Oregon
|
$778K
|
+$138K
|
+4,503
|
+20%
|
|
|
29
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$717K
|
+$748K
|
+24,387
|
New
|
|
|
30
|
Modera Wealth Management
Westwood,
New Jersey
|
$660K
|
+$16.8K
|
+548
|
+3%
|
|
|
31
|
Northland Capital Management
Virginia,
Minnesota
|
$651K
|
-$271K
|
-8,831
|
-28%
|
|
|
32
|
Seven Mile Advisory
Ewing,
New Jersey
|
$600K
|
–
|
–
|
–
|
|
|
33
|
Truepoint Inc
Cincinnati,
Ohio
|
$564K
|
–
|
–
|
–
|
|
|
34
|
RAM Investment Partners
Bellevue,
Washington
|
$556K
|
-$83.4K
|
-2,719
|
-13%
|
|
|
35
|
NWAM LLC
Mercer Island,
Washington
|
$532K
|
+$305K
|
+9,957
|
+122%
|
|
|
36
|
BetterWealth
San Jose,
California
|
$517K
|
-$8.16K
|
-266
|
-1%
|
|
|
37
|
RW Investment Management
Eagle,
Idaho
|
$509K
|
+$168K
|
+5,477
|
+46%
|
|
|
38
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$504K
|
+$10.9K
|
+355
|
+2%
|
|
|
39
|
Advisornet Financial
Minnetonka,
Minnesota
|
$476K
|
-$28K
|
-914
|
-5%
|
|
|
40
|
Brighton Jones LLC
Seattle,
Washington
|
$449K
|
+$107K
|
+3,480
|
+30%
|
|
|
41
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$402K
|
+$215
|
+7
|
+0.1%
|
|
|
42
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$333K
|
+$12.2K
|
+399
|
+4%
|
|
|
43
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$330K
|
–
|
–
|
–
|
|
|
44
|
Waypoint Wealth Partners
Mill Valley,
California
|
$298K
|
+$24K
|
+782
|
+8%
|
|
|
45
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$272K
|
+$67.6K
|
+2,204
|
+31%
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$241K
|
-$5.37K
|
-175
|
-2%
|
|
|
47
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$231K
|
+$21.2K
|
+692
|
+10%
|
|
|
48
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$217K
|
+$5.22K
|
+170
|
+2%
|
|
|
49
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$212K
|
+$10.6K
|
+346
|
+5%
|
|
|
50
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$202K
|
–
|
–
|
–
|
|
