|
51
|
Seven Mile Advisory
Ewing,
New Jersey
|
$719K
|
–
|
–
|
–
|
|
|
52
|
Addison Advisors
Middlebury,
Vermont
|
$664K
|
+$31.2K
|
+905
|
+5%
|
|
|
53
|
EP Wealth Advisors
Torrance,
California
|
$643K
|
+$668K
|
+19,399
|
New
|
|
|
54
|
BetterWealth
San Jose,
California
|
$593K
|
-$2.96K
|
-86
|
-0.5%
|
|
|
55
|
MB Generational Wealth
Spokane,
Washington
|
$586K
|
+$2.75K
|
+80
|
+0.5%
|
|
|
56
|
|
$584K
|
+$244K
|
+7,094
|
+67%
|
|
|
57
|
Modera Wealth Management
Westwood,
New Jersey
|
$583K
|
-$7.33K
|
-213
|
-1%
|
|
|
58
|
Momentous Wealth Management
Vancouver,
Washington
|
$569K
|
+$591K
|
+17,170
|
New
|
|
|
59
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$534K
|
-$32.5K
|
-943
|
-6%
|
|
|
60
|
Focus Partners Wealth
Boston,
Massachusetts
|
$533K
|
+$113K
|
+3,278
|
+26%
|
|
|
61
|
Farther Finance Advisors
San Francisco,
California
|
$529K
|
+$103K
|
+2,995
|
+23%
|
|
|
62
|
Morling Financial Advisors
Fremont,
California
|
$492K
|
+$47.1K
|
+1,368
|
+10%
|
|
|
63
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$482K
|
–
|
–
|
–
|
|
|
64
|
Rockbridge Investment Management
Syracuse,
New York
|
$476K
|
+$29.3K
|
+850
|
+6%
|
|
|
65
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$432K
|
+$2.2K
|
+64
|
+0.5%
|
|
|
66
|
TCI Wealth Advisors
Tucson,
Arizona
|
$420K
|
+$26K
|
+755
|
+6%
|
|
|
67
|
Carlson Capital Management
Northfield,
Minnesota
|
$420K
|
+$78.5K
|
+2,280
|
+22%
|
|
|
68
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$415K
|
+$32K
|
+930
|
+8%
|
|
|
69
|
Wealthstream Advisors
New York
|
$402K
|
+$92.1K
|
+2,676
|
+28%
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$400K
|
+$32.9K
|
+955
|
+9%
|
|
|
71
|
RHS Financial
San Francisco,
California
|
$370K
|
+$17.1K
|
+496
|
+5%
|
|
|
72
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$365K
|
+$16.2K
|
+470
|
+4%
|
|
|
73
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$356K
|
+$370K
|
+10,753
|
New
|
|
|
74
|
Caprock Group
Boise,
Idaho
|
$344K
|
–
|
–
|
–
|
|
|
75
|
Arlington Financial Advisors
Santa Barbara,
California
|
$341K
|
+$354K
|
+10,288
|
New
|
|
