|
126
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$449K
|
–
|
–
|
–
|
|
|
127
|
Elevation Wealth Partners
Santa Rosa,
California
|
$448K
|
+$1.56K
|
+39
|
+0.4%
|
|
|
128
|
Morling Financial Advisors
Fremont,
California
|
$445K
|
+$2.69K
|
+67
|
+0.6%
|
|
|
129
|
Passive Capital Management
Baltimore,
Maryland
|
$438K
|
–
|
–
|
–
|
|
|
130
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$423K
|
–
|
–
|
–
|
|
|
131
|
Define Financial
San Diego,
California
|
$411K
|
+$403K
|
+10,047
|
New
|
|
|
132
|
Meritas Wealth Management
Larkspur,
California
|
$406K
|
–
|
–
|
–
|
|
|
133
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$402K
|
-$55.6K
|
-1,388
|
-12%
|
|
|
134
|
Burton Enright Welch
Walnut Creek,
California
|
$401K
|
+$99.5K
|
+2,482
|
+34%
|
|
|
135
|
Outbound Financial Inc
Boulder,
Colorado
|
$395K
|
-$6.41K
|
-160
|
-2%
|
|
|
136
|
Mariner
Overland Park,
Kansas
|
$391K
|
–
|
–
|
–
|
|
|
137
|
Physician Wealth Advisors
Midvale,
Utah
|
$378K
|
–
|
–
|
–
|
|
|
138
|
Osaic Holdings
Scottsdale,
Arizona
|
$377K
|
-$7.93K
|
-198
|
-2%
|
|
|
139
|
Altiora Financial Group
Lebanon,
Ohio
|
$373K
|
–
|
–
|
–
|
|
|
140
|
Envision Financial Planning
Memphis,
Tennessee
|
$371K
|
+$15.3K
|
+383
|
+4%
|
|
|
141
|
True Wealth Design
Akron,
Ohio
|
$347K
|
+$11.5K
|
+286
|
+3%
|
|
|
142
|
Frank Rimerman Advisors
Palo Alto,
California
|
$341K
|
–
|
–
|
–
|
|
|
143
|
Joel Adams & Associates
Asheville,
North Carolina
|
$323K
|
+$23.2K
|
+579
|
+8%
|
|
|
144
|
Miracle Mile Advisors
Los Angeles,
California
|
$323K
|
+$316K
|
+7,885
|
New
|
|
|
145
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$314K
|
+$72.4K
|
+1,806
|
+31%
|
|
|
146
|
Penobscot Wealth Management
Portland,
Maine
|
$312K
|
+$3.53K
|
+88
|
+1%
|
|
|
147
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$303K
|
+$40
|
+1
|
+0%
|
|
|
148
|
Ruedi Wealth Management
Champaign,
Illinois
|
$302K
|
+$1.04K
|
+26
|
+0.4%
|
|
|
149
|
Envestnet Asset Management
Chicago,
Illinois
|
$297K
|
-$244K
|
-6,088
|
-46%
|
|
|
150
|
Allworth Financial
Folsom,
California
|
$291K
|
+$601
|
+15
|
+0.2%
|
|
