|
26
|
Wealth Architects
Mountain View,
California
|
$4.85M
|
+$701K
|
+19,622
|
+18%
|
|
|
27
|
Waypoint Wealth Partners
Mill Valley,
California
|
$4.63M
|
+$132K
|
+3,697
|
+3%
|
|
|
28
|
RAM Investment Partners
Bellevue,
Washington
|
$3.68M
|
+$603K
|
+16,888
|
+21%
|
|
|
29
|
Brighton Jones LLC
Seattle,
Washington
|
$3.51M
|
+$70.9K
|
+1,985
|
+2%
|
|
|
30
|
Pure Financial Advisors
San Diego,
California
|
$3.33M
|
+$2.43M
|
+68,028
|
+315%
|
|
|
31
|
MB Generational Wealth
Spokane,
Washington
|
$3.26M
|
-$49K
|
-1,373
|
-2%
|
|
|
32
|
LifePro Asset Management
San Diego,
California
|
$3.23M
|
+$1.22M
|
+34,083
|
+65%
|
|
|
33
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.22M
|
-$200K
|
-5,600
|
-6%
|
|
|
34
|
BetterWealth
San Jose,
California
|
$3.18M
|
-$57.8K
|
-1,617
|
-2%
|
|
|
35
|
Asset Dedication LLC
San Francisco,
California
|
$2.76M
|
+$631K
|
+17,663
|
+31%
|
|
|
36
|
Addison Advisors
Middlebury,
Vermont
|
$2.75M
|
+$349K
|
+9,780
|
+15%
|
|
|
37
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.74M
|
+$44.1K
|
+1,236
|
+2%
|
|
|
38
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.73M
|
+$60.8K
|
+1,702
|
+2%
|
|
|
39
|
Five Oceans Advisors
Santa Monica,
California
|
$2.66M
|
-$116K
|
-3,256
|
-4%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.66M
|
+$135K
|
+3,770
|
+6%
|
|
|
41
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.6M
|
+$609K
|
+17,049
|
+32%
|
|
|
42
|
Wealthspire Advisors (New York)
New York
|
$2.28M
|
+$2.19M
|
+61,236
|
New
|
|
|
43
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.25M
|
+$108K
|
+3,015
|
+5%
|
|
|
44
|
Advisory Services & Investments
Bend,
Oregon
|
$2.23M
|
+$286
|
+8
|
+0%
|
|
|
45
|
Carlson Capital Management
Northfield,
Minnesota
|
$2.21M
|
+$933K
|
+26,117
|
+79%
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.05M
|
+$66.3K
|
+1,856
|
+3%
|
|
|
47
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$2.05M
|
-$6.5K
|
-182
|
-0.3%
|
|
|
48
|
RW Investment Management
Eagle,
Idaho
|
$2M
|
+$14.7K
|
+411
|
+0.8%
|
|
|
49
|
Private Advisor Group
Morristown,
New Jersey
|
$1.99M
|
+$83.5K
|
+2,339
|
+5%
|
|
|
50
|
Level Financial Advisors
East Amherst,
New York
|
$1.76M
|
+$296K
|
+8,277
|
+21%
|
|
