|
51
|
Waypoint Wealth Partners
Mill Valley,
California
|
$597K
|
+$31.5K
|
+933
|
+6%
|
|
|
52
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$516K
|
-$1.01K
|
-30
|
-0.2%
|
|
|
53
|
Rockbridge Investment Management
Syracuse,
New York
|
$478K
|
+$32.3K
|
+955
|
+8%
|
|
|
54
|
Morling Financial Advisors
Fremont,
California
|
$477K
|
-$40.1K
|
-1,186
|
-8%
|
|
|
55
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$460K
|
+$47.8K
|
+1,414
|
+12%
|
|
|
56
|
Farther Finance Advisors
San Francisco,
California
|
$459K
|
+$437K
|
+12,940
|
+58,818%
|
|
|
57
|
Focus Partners Wealth
Boston,
Massachusetts
|
$454K
|
+$433K
|
+12,811
|
New
|
|
|
58
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$424K
|
+$8.35K
|
+247
|
+2%
|
|
|
59
|
TCI Wealth Advisors
Tucson,
Arizona
|
$423K
|
+$143K
|
+4,233
|
+55%
|
|
|
60
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$410K
|
+$4.5K
|
+133
|
+1%
|
|
|
61
|
NewEdge Advisors
New Orleans,
Louisiana
|
$394K
|
+$101
|
+3
|
+0%
|
|
|
62
|
RHS Financial
San Francisco,
California
|
$378K
|
+$361K
|
+10,684
|
New
|
|
|
63
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$373K
|
+$8.99K
|
+266
|
+3%
|
|
|
64
|
|
$373K
|
+$356K
|
+10,520
|
New
|
|
|
65
|
Carlson Capital Management
Northfield,
Minnesota
|
$368K
|
+$140K
|
+4,136
|
+66%
|
|
|
66
|
Caprock Group
Boise,
Idaho
|
$368K
|
+$84.5K
|
+2,500
|
+32%
|
|
|
67
|
LifePro Asset Management
San Diego,
California
|
$341K
|
+$89.3K
|
+2,640
|
+38%
|
|
|
68
|
EnRich Financial Partners
Madison,
Wisconsin
|
$338K
|
+$18.2K
|
+539
|
+6%
|
|
|
69
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$337K
|
+$30.5K
|
+902
|
+10%
|
|
|
70
|
Wealthstream Advisors
New York
|
$335K
|
+$46K
|
+1,360
|
+17%
|
|
|
71
|
Meritas Wealth Management
Larkspur,
California
|
$326K
|
+$311K
|
+9,193
|
New
|
|
|
72
|
Advisory Services & Investments
Bend,
Oregon
|
$324K
|
–
|
–
|
–
|
|
|
73
|
Harbour Investments
Madison,
Wisconsin
|
$313K
|
+$69K
|
+2,042
|
+30%
|
|
|
74
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$307K
|
+$5.82K
|
+172
|
+2%
|
|
|
75
|
Fiduciary Financial Group
San Rafael,
California
|
$298K
|
+$69.6K
|
+2,060
|
+33%
|
|
