|
26
|
New Capital Management
Houston,
Texas
|
$542K
|
+$532K
|
+18,037
|
New
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$526K
|
+$260K
|
+8,825
|
+101%
|
|
|
28
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$520K
|
+$283K
|
+9,593
|
+125%
|
|
|
29
|
RW Investment Management
Eagle,
Idaho
|
$517K
|
+$272K
|
+9,235
|
+116%
|
|
|
30
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$461K
|
+$8.26K
|
+280
|
+2%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$433K
|
+$426K
|
+14,432
|
New
|
|
|
32
|
Shira Ridge Wealth Management
Larkspur,
California
|
$429K
|
+$2.71K
|
+92
|
+0.6%
|
|
|
33
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$420K
|
+$413K
|
+13,984
|
New
|
|
|
34
|
Passive Capital Management
Baltimore,
Maryland
|
$394K
|
–
|
–
|
–
|
|
|
35
|
Investment Advisory Group
Hanover,
Massachusetts
|
$369K
|
–
|
–
|
–
|
|
|
36
|
Advisornet Financial
Minnetonka,
Minnesota
|
$366K
|
+$359K
|
+12,169
|
New
|
|
|
37
|
Rockbridge Investment Management
Syracuse,
New York
|
$356K
|
+$350K
|
+11,852
|
New
|
|
|
38
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$326K
|
+$320K
|
+10,849
|
New
|
|
|
39
|
Waypoint Wealth Partners
Mill Valley,
California
|
$282K
|
+$277K
|
+9,395
|
New
|
|
|
40
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$253K
|
+$249K
|
+8,432
|
New
|
|
|
41
|
TCI Wealth Advisors
Tucson,
Arizona
|
$240K
|
–
|
–
|
–
|
|
|
42
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$223K
|
+$219K
|
+7,431
|
New
|
|
|
43
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$220K
|
+$114K
|
+3,865
|
+112%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$218K
|
+$214K
|
+7,239
|
New
|
|
|
45
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$215K
|
+$211K
|
+7,144
|
New
|
|
|
46
|
Wolff Wiese Magana
Carslbad,
California
|
$196K
|
–
|
–
|
–
|
|
|
47
|
Cordant Inc
Portland,
Oregon
|
$128K
|
-$3.39K
|
-115
|
-3%
|
|
|
48
|
Red Tortoise LLC
Atlanta,
Georgia
|
$126K
|
+$124K
|
+4,206
|
New
|
|
|
49
|
Cardiff Park Advisors
Carlsbad,
California
|
$118K
|
+$7.94K
|
+269
|
+7%
|
|
|
50
|
Allworth Financial
Folsom,
California
|
$90.2K
|
–
|
–
|
–
|
|
