|
26
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.46M
|
-$118K
|
-3,357
|
-5%
|
|
|
27
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.31M
|
-$3.4K
|
-97
|
-0.2%
|
|
|
28
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.3M
|
-$20.3K
|
-579
|
-0.9%
|
|
|
29
|
Drive Wealth Management
Lehi,
Utah
|
$2.18M
|
+$40.2K
|
+1,147
|
+2%
|
|
|
30
|
Hill Island Financial
Grand Rapids,
Michigan
|
$2.1M
|
+$1.93M
|
+55,089
|
New
|
|
|
31
|
Apella Capital
West Hartford,
Connecticut
|
$1.97M
|
+$143K
|
+4,081
|
+9%
|
|
|
32
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.9M
|
+$135K
|
+3,858
|
+8%
|
|
|
33
|
Triune Financial Partners
Overland Park,
Kansas
|
$1.79M
|
+$1.65M
|
+47,098
|
New
|
|
|
34
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.78M
|
+$1.64M
|
+46,837
|
New
|
|
|
35
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.77M
|
-$42.8K
|
-1,221
|
-3%
|
|
|
36
|
Perigon Wealth Management
San Francisco,
California
|
$1.67M
|
+$32.5K
|
+926
|
+2%
|
|
|
37
|
Planning Center Inc
Moline,
Illinois
|
$1.6M
|
+$44.6K
|
+1,273
|
+3%
|
|
|
38
|
Navigoe Wealth Management
Redondo Beach,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$1.28M
|
-$1.13M
|
-32,366
|
-49%
|
|
|
40
|
Cordant Inc
Portland,
Oregon
|
$1.22M
|
-$34.4K
|
-980
|
-3%
|
|
|
41
|
Longview Asset Management (California)
San Rafael,
California
|
$1.22M
|
+$63.2K
|
+1,804
|
+6%
|
|
|
42
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.21M
|
-$50.4K
|
-1,439
|
-4%
|
|
|
43
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$1.17M
|
+$70.4K
|
+2,009
|
+7%
|
|
|
44
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.17M
|
+$274K
|
+7,803
|
+34%
|
|
|
45
|
|
$1.17M
|
+$1.04M
|
+29,778
|
New
|
|
|
46
|
Burton Enright Welch
Walnut Creek,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
47
|
RW Investment Management
Eagle,
Idaho
|
$1.04M
|
+$210
|
+6
|
+0%
|
|
|
48
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$896K
|
-$346K
|
-9,864
|
-30%
|
|
|
49
|
Seven Mile Advisory
Ewing,
New Jersey
|
$826K
|
–
|
–
|
–
|
|
|
50
|
Momentous Wealth Management
Vancouver,
Washington
|
$823K
|
+$55.4K
|
+1,581
|
+8%
|
|
