|
51
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.33M
|
-$617K
|
-13,635
|
-11%
|
|
|
52
|
Aspen Capital Management
Boise,
Idaho
|
$5.2M
|
-$124K
|
-2,741
|
-2%
|
|
|
53
|
MB Generational Wealth
Spokane,
Washington
|
$5.06M
|
+$165K
|
+3,647
|
+3%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.72M
|
+$110K
|
+2,441
|
+2%
|
|
|
55
|
Raymond James Financial
St Petersburg,
Florida
|
$4.5M
|
+$502K
|
+11,089
|
+13%
|
|
|
56
|
Northland Capital Management
Virginia,
Minnesota
|
$4.34M
|
-$229K
|
-5,053
|
-5%
|
|
|
57
|
Wheels Up Wealth
Benicia,
California
|
$4.14M
|
+$227K
|
+5,025
|
+6%
|
|
|
58
|
Perigon Wealth Management
San Francisco,
California
|
$4.13M
|
+$84K
|
+1,858
|
+2%
|
|
|
59
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4.09M
|
-$2.22K
|
-49
|
-0.1%
|
|
|
60
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.93M
|
+$62.6K
|
+1,384
|
+2%
|
|
|
61
|
Mission Wealth Management
Santa Barbara,
California
|
$3.72M
|
+$2.46M
|
+54,483
|
+215%
|
|
|
62
|
Beacon Hill Wealth Management
Victoria,
|
$3.66M
|
+$3.55M
|
+78,481
|
New
|
|
|
63
|
Asset Dedication LLC
San Francisco,
California
|
$3.51M
|
+$470K
|
+10,384
|
+16%
|
|
|
64
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.5M
|
-$779K
|
-17,225
|
-19%
|
|
|
65
|
Longview Asset Management (California)
San Rafael,
California
|
$3.31M
|
-$10.7K
|
-236
|
-0.3%
|
|
|
66
|
Burton Enright Welch
Walnut Creek,
California
|
$3.15M
|
-$126K
|
-2,782
|
-4%
|
|
|
67
|
Level Financial Advisors
East Amherst,
New York
|
$3.14M
|
-$35.9K
|
-794
|
-1%
|
|
|
68
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.11M
|
+$2.04M
|
+45,112
|
+210%
|
|
|
69
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$2.95M
|
-$22.1K
|
-488
|
-0.8%
|
|
|
70
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$2.82M
|
+$724
|
+16
|
+0%
|
|
|
71
|
Addison Advisors
Middlebury,
Vermont
|
$2.75M
|
-$1.75M
|
-38,591
|
-40%
|
|
|
72
|
Sensenig Capital Advisors
Collegeville,
Pennsylvania
|
$2.74M
|
-$42.6K
|
-941
|
-2%
|
|
|
73
|
BetterWealth
San Jose,
California
|
$2.69M
|
+$113K
|
+2,501
|
+5%
|
|
|
74
|
SeedSafe Financial
Austin,
Texas
|
$2.66M
|
+$34.9K
|
+771
|
+1%
|
|
|
75
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$2.6M
|
+$78.6K
|
+1,737
|
+3%
|
|
