|
26
|
Waypoint Wealth Partners
Mill Valley,
California
|
$568K
|
+$561K
|
+21,350
|
New
|
|
|
27
|
Advisornet Financial
Minnetonka,
Minnesota
|
$567K
|
+$560K
|
+21,313
|
New
|
|
|
28
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$565K
|
+$141K
|
+5,380
|
+34%
|
|
|
29
|
Investment Advisory Group
Hanover,
Massachusetts
|
$540K
|
–
|
–
|
–
|
|
|
30
|
Wolff Wiese Magana
Carslbad,
California
|
$487K
|
–
|
–
|
–
|
|
|
31
|
RW Investment Management
Eagle,
Idaho
|
$483K
|
+$477K
|
+18,146
|
New
|
|
|
32
|
Rockbridge Investment Management
Syracuse,
New York
|
$458K
|
+$452K
|
+17,205
|
New
|
|
|
33
|
Financial Connections Group
Corte Madera,
California
|
$449K
|
-$4.55K
|
-173
|
-1%
|
|
|
34
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$419K
|
+$413K
|
+15,722
|
New
|
|
|
35
|
Truepoint Inc
Cincinnati,
Ohio
|
$407K
|
+$402K
|
+15,281
|
New
|
|
|
36
|
Flow Traders U.S.
New York
|
$392K
|
+$387K
|
+14,723
|
New
|
|
|
37
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$375K
|
+$370K
|
+14,079
|
New
|
|
|
38
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$373K
|
+$368K
|
+14,002
|
New
|
|
|
39
|
SJS Investment Consulting
Sylvania,
Ohio
|
$373K
|
+$5.26K
|
+200
|
+1%
|
|
|
40
|
Five Oceans Advisors
Santa Monica,
California
|
$367K
|
+$362K
|
+13,782
|
New
|
|
|
41
|
Mills Wealth Advisors
Southlake,
Texas
|
$310K
|
+$306K
|
+11,637
|
New
|
|
|
42
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$305K
|
+$12.2K
|
+465
|
+4%
|
|
|
43
|
Ruedi Wealth Management
Champaign,
Illinois
|
$298K
|
+$294K
|
+11,189
|
New
|
|
|
44
|
Shira Ridge Wealth Management
Larkspur,
California
|
$289K
|
–
|
–
|
–
|
|
|
45
|
Passive Capital Management
Baltimore,
Maryland
|
$287K
|
–
|
–
|
–
|
|
|
46
|
Modera Wealth Management
Westwood,
New Jersey
|
$277K
|
+$274K
|
+10,420
|
New
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$265K
|
+$262K
|
+9,962
|
New
|
|
|
48
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$212K
|
+$209K
|
+7,969
|
New
|
|
|
49
|
Hutchinson Capital Management
San Rafael,
California
|
$206K
|
+$204K
|
+7,751
|
New
|
|
|
50
|
|
$202K
|
+$199K
|
+7,579
|
New
|
|
