|
26
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.49M
|
+$542K
|
+18,816
|
+31%
|
|
|
27
|
Brighton Jones LLC
Seattle,
Washington
|
$2.41M
|
+$852K
|
+29,572
|
+62%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.99M
|
+$4.75K
|
+165
|
+0.3%
|
|
|
29
|
RAM Investment Partners
Bellevue,
Washington
|
$1.91M
|
+$246K
|
+8,550
|
+16%
|
|
|
30
|
Rockbridge Investment Management
Syracuse,
New York
|
$1.85M
|
-$163K
|
-5,660
|
-9%
|
|
|
31
|
Belpointe Asset Management
Reno,
Nevada
|
$1.8M
|
+$1.29M
|
+44,759
|
+340%
|
|
|
32
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.8M
|
+$1.66M
|
+57,726
|
New
|
|
|
33
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.79M
|
-$1.42M
|
-49,135
|
-46%
|
|
|
34
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.72M
|
+$809K
|
+28,094
|
+106%
|
|
|
35
|
Apella Capital
West Hartford,
Connecticut
|
$1.65M
|
+$656K
|
+22,767
|
+72%
|
|
|
36
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.63M
|
+$25.7K
|
+891
|
+2%
|
|
|
37
|
Asset Dedication LLC
San Francisco,
California
|
$1.62M
|
+$168K
|
+5,833
|
+13%
|
|
|
38
|
Addison Advisors
Middlebury,
Vermont
|
$1.58M
|
+$1.07M
|
+37,150
|
+272%
|
|
|
39
|
Five Oceans Advisors
Santa Monica,
California
|
$1.57M
|
+$418K
|
+14,522
|
+40%
|
|
|
40
|
RW Investment Management
Eagle,
Idaho
|
$1.39M
|
+$317K
|
+11,013
|
+33%
|
|
|
41
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.32M
|
+$13K
|
+452
|
+1%
|
|
|
42
|
EnRich Financial Partners
Madison,
Wisconsin
|
$1.25M
|
+$1.16M
|
+40,241
|
New
|
|
|
43
|
Wealth Architects
Mountain View,
California
|
$1.24M
|
+$3K
|
+104
|
+0.3%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$1.13M
|
+39,358
|
New
|
|
|
45
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.14M
|
+$289K
|
+10,021
|
+37%
|
|
|
46
|
Shira Ridge Wealth Management
Larkspur,
California
|
$1.05M
|
+$498K
|
+17,302
|
+104%
|
|
|
47
|
Walden Wealth Partners
Beachwood,
Ohio
|
$953K
|
+$882K
|
+30,618
|
New
|
|
|
48
|
Orion Capital Management
Coronado,
California
|
$945K
|
+$22.3K
|
+773
|
+3%
|
|
|
49
|
Waypoint Wealth Partners
Mill Valley,
California
|
$939K
|
-$108K
|
-3,733
|
-11%
|
|
|
50
|
Morling Financial Advisors
Fremont,
California
|
$909K
|
+$841K
|
+29,185
|
New
|
|
