|
26
|
Waypoint Wealth Partners
Mill Valley,
California
|
$7.52M
|
+$2.36M
|
+64,618
|
+51%
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.21M
|
-$569K
|
-15,599
|
-8%
|
|
|
28
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$7.21M
|
-$6.38K
|
-175
|
-0.1%
|
|
|
29
|
Momentous Wealth Management
Vancouver,
Washington
|
$6.6M
|
+$683K
|
+18,719
|
+13%
|
|
|
30
|
|
$6.37M
|
+$1.94M
|
+53,183
|
+49%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$5.93M
|
-$1.49M
|
-40,954
|
-21%
|
|
|
32
|
Blue Oak Capital
Menlo Park,
California
|
$5.86M
|
-$2.3M
|
-63,140
|
-30%
|
|
|
33
|
Elevation Wealth Partners
Santa Rosa,
California
|
$5.73M
|
+$5.13M
|
+140,690
|
+2,698%
|
|
|
34
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$5.28M
|
+$623K
|
+17,092
|
+15%
|
|
|
35
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$4.89M
|
+$1.24M
|
+34,127
|
+38%
|
|
|
36
|
Northland Capital Management
Virginia,
Minnesota
|
$4.81M
|
+$352K
|
+9,656
|
+9%
|
|
|
37
|
RAM Investment Partners
Bellevue,
Washington
|
$4.75M
|
+$923K
|
+25,302
|
+26%
|
|
|
38
|
Five Oceans Advisors
Santa Monica,
California
|
$4.56M
|
+$1.22M
|
+33,441
|
+40%
|
|
|
39
|
Aspen Capital Management
Boise,
Idaho
|
$4.36M
|
+$1.66M
|
+45,521
|
+70%
|
|
|
40
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.78M
|
-$2.48M
|
-68,072
|
-41%
|
|
|
41
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.63M
|
+$3.06K
|
+84
|
+0.1%
|
|
|
42
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.62M
|
+$430K
|
+11,791
|
+15%
|
|
|
43
|
LPL Financial
San Diego,
California
|
$3.52M
|
+$518K
|
+14,207
|
+19%
|
|
|
44
|
Addison Advisors
Middlebury,
Vermont
|
$3.3M
|
+$202K
|
+5,550
|
+7%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.24M
|
+$144K
|
+3,955
|
+5%
|
|
|
46
|
Asset Dedication LLC
San Francisco,
California
|
$3.19M
|
-$110K
|
-3,023
|
-4%
|
|
|
47
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3.14M
|
+$1.04M
|
+28,619
|
+56%
|
|
|
48
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.12M
|
+$474K
|
+13,006
|
+20%
|
|
|
49
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$3.1M
|
+$1.04M
|
+28,396
|
+56%
|
|
|
50
|
Premier Financial Group
Eureka,
California
|
$3M
|
+$2.68M
|
+73,461
|
New
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