|
51
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.69M
|
+$178K
|
+4,349
|
+5%
|
|
|
52
|
MB Generational Wealth
Spokane,
Washington
|
$3.65M
|
+$3.52M
|
+86,004
|
New
|
|
|
53
|
Asset Dedication LLC
San Francisco,
California
|
$3.64M
|
+$181K
|
+4,425
|
+5%
|
|
|
54
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.18M
|
-$1.51K
|
-37
|
-0.1%
|
|
|
55
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.97M
|
-$1.08M
|
-26,314
|
-27%
|
|
|
56
|
Level Financial Advisors
East Amherst,
New York
|
$2.87M
|
+$239K
|
+5,842
|
+9%
|
|
|
57
|
Premier Financial Group
Eureka,
California
|
$2.85M
|
-$246K
|
-6,022
|
-8%
|
|
|
58
|
BetterWealth
San Jose,
California
|
$2.65M
|
+$100K
|
+2,451
|
+4%
|
|
|
59
|
Longview Asset Management (California)
San Rafael,
California
|
$2.62M
|
+$568K
|
+13,883
|
+29%
|
|
|
60
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$2.52M
|
+$655
|
+16
|
+0%
|
|
|
61
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.52M
|
+$2.43M
|
+59,358
|
New
|
|
|
62
|
Wolfstich Capital
Medfield,
Massachusetts
|
$2.43M
|
–
|
–
|
–
|
|
|
63
|
Burton Enright Welch
Walnut Creek,
California
|
$2.29M
|
+$2.54K
|
+62
|
+0.1%
|
|
|
64
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.25M
|
-$342K
|
-8,366
|
-14%
|
|
|
65
|
United Wealth Management
Charlottesville,
Virginia
|
$2.21M
|
–
|
–
|
–
|
|
|
66
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$2.19M
|
+$25.8K
|
+630
|
+1%
|
|
|
67
|
MML Investors Services
Springfield,
Massachusetts
|
$2.18M
|
-$124K
|
-3,042
|
-6%
|
|
|
68
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.17M
|
-$204K
|
-4,991
|
-9%
|
|
|
69
|
Compass Capital Corp
Braintree,
Massachusetts
|
$2.09M
|
+$77.2K
|
+1,888
|
+4%
|
|
|
70
|
Vista Capital Partners
Portland,
Oregon
|
$2.02M
|
+$94.2K
|
+2,302
|
+5%
|
|
|
71
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$2.02M
|
+$769K
|
+18,786
|
+66%
|
|
|
72
|
Savant Capital
Rockford,
Illinois
|
$2.01M
|
+$251K
|
+6,143
|
+15%
|
|
|
73
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$1.97M
|
-$7.12K
|
-174
|
-0.4%
|
|
|
74
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.96M
|
-$220K
|
-5,381
|
-10%
|
|
|
75
|
Financial Connections Group
Corte Madera,
California
|
$1.88M
|
-$51K
|
-1,247
|
-3%
|
|
