|
26
|
Triune Financial Partners
Overland Park,
Kansas
|
$4.47M
|
+$4.21M
|
+113,442
|
New
|
|
|
27
|
Asset Dedication LLC
San Francisco,
California
|
$4.42M
|
+$28.9K
|
+779
|
+0.7%
|
|
|
28
|
Wealth Architects
Mountain View,
California
|
$4.39M
|
+$643K
|
+17,314
|
+18%
|
|
|
29
|
Pure Financial Advisors
San Diego,
California
|
$4.21M
|
+$1.25M
|
+33,544
|
+46%
|
|
|
30
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.1M
|
+$37.2K
|
+1,002
|
+1%
|
|
|
31
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.69M
|
-$163K
|
-4,390
|
-4%
|
|
|
32
|
Perigon Wealth Management
San Francisco,
California
|
$3.56M
|
+$63K
|
+1,695
|
+2%
|
|
|
33
|
Addison Advisors
Middlebury,
Vermont
|
$3.32M
|
-$85.7K
|
-2,306
|
-3%
|
|
|
34
|
Aspen Capital Management
Boise,
Idaho
|
$3.23M
|
+$1.35M
|
+36,423
|
+80%
|
|
|
35
|
RW Investment Management
Eagle,
Idaho
|
$3.21M
|
-$11.1K
|
-300
|
-0.4%
|
|
|
36
|
Garde Capital
Seattle,
Washington
|
$3.17M
|
+$320K
|
+8,609
|
+12%
|
|
|
37
|
Waypoint Wealth Partners
Mill Valley,
California
|
$3.06M
|
+$793K
|
+21,341
|
+38%
|
|
|
38
|
Momentous Wealth Management
Vancouver,
Washington
|
$3.05M
|
+$250K
|
+6,731
|
+10%
|
|
|
39
|
Savant Capital
Rockford,
Illinois
|
$3.02M
|
-$177K
|
-4,753
|
-6%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$2.95M
|
-$2.62M
|
-70,571
|
-48%
|
|
|
41
|
Archer Investment Management
Austin,
Texas
|
$2.95M
|
-$504K
|
-13,581
|
-15%
|
|
|
42
|
Brighton Jones LLC
Seattle,
Washington
|
$2.79M
|
+$119K
|
+3,209
|
+5%
|
|
|
43
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$2.72M
|
-$30.3K
|
-815
|
-1%
|
|
|
44
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.63M
|
-$377K
|
-10,155
|
-13%
|
|
|
45
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.56M
|
-$38.1K
|
-1,027
|
-2%
|
|
|
46
|
|
$2.52M
|
+$437K
|
+11,773
|
+23%
|
|
|
47
|
Wealthspire Advisors (New York)
New York
|
$2.49M
|
+$5.79K
|
+156
|
+0.2%
|
|
|
48
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$2.32M
|
-$345K
|
-9,299
|
-14%
|
|
|
49
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.28M
|
-$49.9K
|
-1,344
|
-2%
|
|
|
50
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$2.22M
|
+$324K
|
+8,726
|
+18%
|
|
