|
126
|
Shira Ridge Wealth Management
Larkspur,
California
|
$602K
|
-$199K
|
-4,420
|
-25%
|
|
|
127
|
McGrath & Associates
Asheville,
North Carolina
|
$601K
|
+$84.5K
|
+1,880
|
+16%
|
|
|
128
|
Joel Adams & Associates
Asheville,
North Carolina
|
$594K
|
+$6.52K
|
+145
|
+1%
|
|
|
129
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$587K
|
+$27K
|
+600
|
+5%
|
|
|
130
|
Financial Plan Inc
Bellingham,
Washington
|
$583K
|
+$77.4K
|
+1,722
|
+15%
|
|
|
131
|
Waverly Advisors
Birmingham,
Alabama
|
$564K
|
-$22.4K
|
-498
|
-4%
|
|
|
132
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$560K
|
+$7.24K
|
+161
|
+1%
|
|
|
133
|
Investment Advisory Group
Hanover,
Massachusetts
|
$554K
|
–
|
–
|
–
|
|
|
134
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$538K
|
+$6.34K
|
+141
|
+1%
|
|
|
135
|
Elevation Wealth Partners
Santa Rosa,
California
|
$534K
|
+$6.29K
|
+140
|
+1%
|
|
|
136
|
Burton Enright Welch
Walnut Creek,
California
|
$533K
|
+$90
|
+2
|
+0%
|
|
|
137
|
EnRich Financial Partners
Madison,
Wisconsin
|
$521K
|
-$11.2K
|
-249
|
-2%
|
|
|
138
|
Three Arch Wealth Management
Irvine,
California
|
$519K
|
+$244K
|
+5,431
|
+89%
|
|
|
139
|
Family Wealth Partners
Matthews,
North Carolina
|
$507K
|
+$12.4K
|
+275
|
+3%
|
|
|
140
|
First Financial Group
Raleigh,
North Carolina
|
$504K
|
+$2.83K
|
+63
|
+0.6%
|
|
|
141
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$504K
|
+$64.1K
|
+1,426
|
+15%
|
|
|
142
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$502K
|
-$21.6K
|
-481
|
-5%
|
|
|
143
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$499K
|
+$18.7K
|
+417
|
+4%
|
|
|
144
|
Clarity Asset Management
Ames,
Iowa
|
$493K
|
+$90.5K
|
+2,013
|
+23%
|
|
|
145
|
Clearstead Advisors
Cleveland,
Ohio
|
$486K
|
-$350K
|
-7,797
|
-42%
|
|
|
146
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$478K
|
-$59.4K
|
-1,321
|
-11%
|
|
|
147
|
Morling Financial Advisors
Fremont,
California
|
$464K
|
+$6.88K
|
+153
|
+2%
|
|
|
148
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$463K
|
+$491K
|
+10,929
|
New
|
|
|
149
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$459K
|
-$3.42K
|
-76
|
-0.7%
|
|
|
150
|
Passive Capital Management
Baltimore,
Maryland
|
$458K
|
–
|
–
|
–
|
|
