|
51
|
Addison Advisors
Middlebury,
Vermont
|
$985K
|
+$100K
|
+2,531
|
+12%
|
|
|
52
|
Rockbridge Investment Management
Syracuse,
New York
|
$979K
|
+$409K
|
+10,351
|
+77%
|
|
|
53
|
Northland Capital Management
Virginia,
Minnesota
|
$936K
|
+$54.2K
|
+1,371
|
+6%
|
|
|
54
|
Momentous Wealth Management
Vancouver,
Washington
|
$873K
|
-$15.1K
|
-381
|
-2%
|
|
|
55
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$872K
|
+$335K
|
+8,473
|
+66%
|
|
|
56
|
Seven Mile Advisory
Ewing,
New Jersey
|
$871K
|
-$19.9K
|
-504
|
-2%
|
|
|
57
|
Morling Financial Advisors
Fremont,
California
|
$822K
|
+$1.98K
|
+50
|
+0.3%
|
|
|
58
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$819K
|
+$18.8K
|
+475
|
+2%
|
|
|
59
|
NWAM LLC
Mercer Island,
Washington
|
$784K
|
-$19.1K
|
-484
|
-2%
|
|
|
60
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$768K
|
+$42.3K
|
+1,071
|
+6%
|
|
|
61
|
Aspen Capital Management
Boise,
Idaho
|
$763K
|
+$12.8K
|
+324
|
+2%
|
|
|
62
|
Modera Wealth Management
Westwood,
New Jersey
|
$686K
|
-$1.54K
|
-39
|
-0.2%
|
|
|
63
|
MB Generational Wealth
Spokane,
Washington
|
$681K
|
+$655K
|
+16,574
|
New
|
|
|
64
|
Farther Finance Advisors
San Francisco,
California
|
$667K
|
–
|
–
|
–
|
|
|
65
|
Meritas Wealth Management
Larkspur,
California
|
$656K
|
-$2.73K
|
-69
|
-0.4%
|
|
|
66
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$644K
|
-$24.3K
|
-616
|
-4%
|
|
|
67
|
Sequoia Financial Advisors
Akron,
Ohio
|
$615K
|
-$4.98K
|
-126
|
-0.8%
|
|
|
68
|
Wealthstream Advisors
New York
|
$598K
|
+$65.7K
|
+1,663
|
+13%
|
|
|
69
|
BetterWealth
San Jose,
California
|
$594K
|
+$25.7K
|
+651
|
+5%
|
|
|
70
|
Foster Group
West Des Moines,
Iowa
|
$591K
|
+$568K
|
+14,374
|
New
|
|
|
71
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$584K
|
-$22.8K
|
-578
|
-4%
|
|
|
72
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$568K
|
-$29K
|
-733
|
-5%
|
|
|
73
|
LPL Financial
San Diego,
California
|
$508K
|
+$13.4K
|
+338
|
+3%
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$496K
|
+$79
|
+2
|
+0%
|
|
|
75
|
Premier Financial Group
Eureka,
California
|
$481K
|
-$47.8K
|
-1,211
|
-9%
|
|
