|
51
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.15M
|
+$1.14M
|
+35,200
|
New
|
|
|
52
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.13M
|
-$128K
|
-3,936
|
-11%
|
|
|
53
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.12M
|
+$251K
|
+7,722
|
+31%
|
|
|
54
|
Orion Capital Management
Coronado,
California
|
$1.05M
|
+$520
|
+16
|
+0.1%
|
|
|
55
|
Walden Wealth Partners
Beachwood,
Ohio
|
$1.03M
|
–
|
–
|
–
|
|
|
56
|
Morling Financial Advisors
Fremont,
California
|
$1.01M
|
+$1.07K
|
+33
|
+0.1%
|
|
|
57
|
LPL Financial
San Diego,
California
|
$982K
|
+$342K
|
+10,532
|
+58%
|
|
|
58
|
Cordant Inc
Portland,
Oregon
|
$979K
|
+$93.6K
|
+2,879
|
+11%
|
|
|
59
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$933K
|
+$502K
|
+15,455
|
+133%
|
|
|
60
|
|
$886K
|
-$1.9M
|
-58,430
|
-69%
|
|
|
61
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$864K
|
+$58K
|
+1,786
|
+8%
|
|
|
62
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$841K
|
+$794K
|
+24,440
|
New
|
|
|
63
|
Mills Wealth Advisors
Southlake,
Texas
|
$832K
|
+$34.6K
|
+1,065
|
+5%
|
|
|
64
|
TCI Wealth Advisors
Tucson,
Arizona
|
$828K
|
+$70K
|
+2,154
|
+10%
|
|
|
65
|
D.A. Davidson & Co
Great Falls,
Montana
|
$754K
|
+$313K
|
+9,647
|
+79%
|
|
|
66
|
Citadel Advisors
Miami,
Florida
|
$701K
|
+$662K
|
+20,383
|
New
|
|
|
67
|
Investment Advisory Group
Hanover,
Massachusetts
|
$697K
|
–
|
–
|
–
|
|
|
68
|
FirstPurpose Wealth
Orem,
Utah
|
$693K
|
+$295K
|
+9,063
|
+78%
|
|
|
69
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$646K
|
+$73.3K
|
+2,256
|
+14%
|
|
|
70
|
Financial Connections Group
Corte Madera,
California
|
$646K
|
+$39.2K
|
+1,205
|
+7%
|
|
|
71
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$624K
|
–
|
–
|
–
|
|
|
72
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$580K
|
+$2.99K
|
+92
|
+0.5%
|
|
|
73
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$577K
|
+$94.2K
|
+2,900
|
+21%
|
|
|
74
|
Opes Wealth Management
Menlo Park,
California
|
$564K
|
+$533K
|
+16,396
|
New
|
|
|
75
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$558K
|
–
|
–
|
–
|
|
