|
101
|
Root Financial Partners
Encinitas,
California
|
$227K
|
+$228K
|
+6,739
|
New
|
|
|
102
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$221K
|
+$223K
|
+6,573
|
New
|
|
|
103
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$220K
|
-$14.8K
|
-437
|
-6%
|
|
|
104
|
Wealth Advisors Northwest
Portland,
Oregon
|
$215K
|
+$216K
|
+6,370
|
New
|
|
|
105
|
Passive Capital Management
Baltimore,
Maryland
|
$212K
|
–
|
–
|
–
|
|
|
106
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$211K
|
–
|
–
|
–
|
|
|
107
|
Compass Capital Corp
Braintree,
Massachusetts
|
$205K
|
+$215K
|
+6,357
|
New
|
|
|
108
|
Bank of America
Charlotte,
North Carolina
|
$195K
|
+$196K
|
+5,800
|
New
|
|
|
109
|
Physician Wealth Advisors
Midvale,
Utah
|
$167K
|
+$136
|
+4
|
+0.1%
|
|
|
110
|
von Borstel & Associates
The Dalles,
Oregon
|
$165K
|
+$166K
|
+4,909
|
New
|
|
|
111
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$159K
|
-$203
|
-6
|
-0.1%
|
|
|
112
|
Allworth Financial
Folsom,
California
|
$131K
|
+$271
|
+8
|
+0.2%
|
|
|
113
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$129K
|
+$271
|
+8
|
+0.2%
|
|
|
114
|
Ruedi Wealth Management
Champaign,
Illinois
|
$122K
|
+$1.63K
|
+48
|
+1%
|
|
|
115
|
Parkworth Wealth Management
Los Gatos,
California
|
$110K
|
+$17.7K
|
+522
|
+19%
|
|
|
116
|
Orion Capital Management
Coronado,
California
|
$88.6K
|
-$9.04K
|
-267
|
-9%
|
|
|
117
|
North Capital
Salt Lake City,
Utah
|
$67.4K
|
+$67.8K
|
+2,000
|
New
|
|
|
118
|
Red Tortoise LLC
Atlanta,
Georgia
|
$62.3K
|
–
|
–
|
–
|
|
|
119
|
Tortoise Investment Management
White Plains,
New York
|
$57.9K
|
–
|
–
|
–
|
|
|
120
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.5K
|
+$52.8K
|
+1,559
|
New
|
|
|
121
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$52.1K
|
+$102
|
+3
|
+0.2%
|
|
|
122
|
WealthCollab
Bellevue,
Washington
|
$49.4K
|
–
|
–
|
–
|
|
|
123
|
Cardiff Park Advisors
Carlsbad,
California
|
$45.8K
|
+$68
|
+2
|
+0.1%
|
|
|
124
|
Curio Wealth
Annapolis,
Maryland
|
$39.1K
|
-$39.9K
|
-1,178
|
-100%
|
|
|
125
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
