|
51
|
Asset Dedication LLC
San Francisco,
California
|
$3.63M
|
-$549K
|
-12,209
|
-13%
|
|
|
52
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.53M
|
-$289K
|
-6,435
|
-8%
|
|
|
53
|
Momentous Wealth Management
Vancouver,
Washington
|
$3.38M
|
+$13.1K
|
+291
|
+0.4%
|
|
|
54
|
Clarity Wealth Development
Corvallis,
Oregon
|
$3.35M
|
+$3.33M
|
+74,188
|
New
|
|
|
55
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$3.3M
|
+$405
|
+9
|
+0%
|
|
|
56
|
Beacon Hill Wealth Management
Victoria,
|
$3.06M
|
+$3.05M
|
+67,915
|
New
|
|
|
57
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.79M
|
-$70.3K
|
-1,563
|
-2%
|
|
|
58
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.74M
|
-$374K
|
-8,322
|
-12%
|
|
|
59
|
Addison Advisors
Middlebury,
Vermont
|
$2.67M
|
-$1.51M
|
-33,630
|
-36%
|
|
|
60
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.53M
|
-$358K
|
-7,961
|
-12%
|
|
|
61
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$2.4M
|
+$295K
|
+6,554
|
+14%
|
|
|
62
|
LPL Financial
San Diego,
California
|
$2.31M
|
+$342K
|
+7,610
|
+17%
|
|
|
63
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.28M
|
-$30.9K
|
-687
|
-1%
|
|
|
64
|
Mission Wealth Management
Santa Barbara,
California
|
$2.26M
|
+$1.98M
|
+44,102
|
+734%
|
|
|
65
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$2.2M
|
+$95.5K
|
+2,125
|
+5%
|
|
|
66
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.2M
|
+$913K
|
+20,309
|
+72%
|
|
|
67
|
Foster Group
West Des Moines,
Iowa
|
$2.18M
|
-$32.4K
|
-720
|
-1%
|
|
|
68
|
Creative Capital Management Investments
San Diego,
California
|
$2.17M
|
+$72.2K
|
+1,606
|
+3%
|
|
|
69
|
Northland Capital Management
Virginia,
Minnesota
|
$2.17M
|
+$450K
|
+10,008
|
+26%
|
|
|
70
|
Hutchinson Capital Management
San Rafael,
California
|
$2.07M
|
–
|
–
|
–
|
|
|
71
|
Mutual Advisors
Omaha,
Nebraska
|
$1.94M
|
+$1.94M
|
+43,124
|
New
|
|
|
72
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$1.94M
|
-$45
|
-1
|
-0%
|
|
|
73
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.93M
|
+$1.93M
|
+42,829
|
New
|
|
|
74
|
Fiduciary Financial Group
San Rafael,
California
|
$1.89M
|
+$534K
|
+11,888
|
+39%
|
|
|
75
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.76M
|
+$7.15K
|
+159
|
+0.4%
|
|
