|
51
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.45M
|
-$112K
|
-2,342
|
-7%
|
|
|
52
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.41M
|
+$154K
|
+3,215
|
+13%
|
|
|
53
|
|
$1.38M
|
-$130K
|
-2,711
|
-9%
|
|
|
54
|
Mission Wealth Management
Santa Barbara,
California
|
$1.3M
|
+$976K
|
+20,407
|
+332%
|
|
|
55
|
Burton Enright Welch
Walnut Creek,
California
|
$1.24M
|
-$72.8K
|
-1,523
|
-6%
|
|
|
56
|
Brown Advisory
Baltimore,
Maryland
|
$1.2M
|
+$383K
|
+8,003
|
+48%
|
|
|
57
|
Beacon Hill Wealth Management
Victoria,
|
$1.2M
|
+$1.17M
|
+24,539
|
New
|
|
|
58
|
HighTower Advisors
Chicago,
Illinois
|
$1.11M
|
+$23.8K
|
+497
|
+2%
|
|
|
59
|
Rockbridge Investment Management
Syracuse,
New York
|
$1.04M
|
-$137K
|
-2,865
|
-12%
|
|
|
60
|
SeedSafe Financial
Austin,
Texas
|
$1.01M
|
–
|
–
|
–
|
|
|
61
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$1M
|
+$9.04K
|
+189
|
+0.9%
|
|
|
62
|
Modera Wealth Management
Westwood,
New Jersey
|
$984K
|
+$177K
|
+3,709
|
+23%
|
|
|
63
|
Momentous Wealth Management
Vancouver,
Washington
|
$977K
|
-$10.9K
|
-227
|
-1%
|
|
|
64
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$973K
|
-$3.73K
|
-78
|
-0.4%
|
|
|
65
|
Seven Mile Advisory
Ewing,
New Jersey
|
$961K
|
-$39K
|
-816
|
-4%
|
|
|
66
|
Aspen Capital Management
Boise,
Idaho
|
$952K
|
-$29.4K
|
-614
|
-3%
|
|
|
67
|
Harbour Investments
Madison,
Wisconsin
|
$946K
|
-$36.1K
|
-754
|
-4%
|
|
|
68
|
Meritas Wealth Management
Larkspur,
California
|
$936K
|
-$52.1K
|
-1,089
|
-5%
|
|
|
69
|
MB Generational Wealth
Spokane,
Washington
|
$923K
|
-$41.2K
|
-861
|
-4%
|
|
|
70
|
Morling Financial Advisors
Fremont,
California
|
$897K
|
-$5.79K
|
-121
|
-0.7%
|
|
|
71
|
NWAM LLC
Mercer Island,
Washington
|
$893K
|
+$14.1K
|
+294
|
+2%
|
|
|
72
|
Sequoia Financial Advisors
Akron,
Ohio
|
$877K
|
+$88.4K
|
+1,848
|
+11%
|
|
|
73
|
Wheels Up Wealth
Benicia,
California
|
$792K
|
-$27.5K
|
-575
|
-3%
|
|
|
74
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$758K
|
–
|
–
|
–
|
|
|
75
|
Creative Capital Management Investments
San Diego,
California
|
$740K
|
–
|
–
|
–
|
|
