|
51
|
Addison Advisors
Middlebury,
Vermont
|
$4.14M
|
+$181K
|
+4,216
|
+5%
|
|
|
52
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.99M
|
-$9.66K
|
-225
|
-0.2%
|
|
|
53
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.82M
|
-$169K
|
-3,947
|
-4%
|
|
|
54
|
Asset Dedication LLC
San Francisco,
California
|
$3.68M
|
-$37.9K
|
-883
|
-1%
|
|
|
55
|
Wheels Up Wealth
Benicia,
California
|
$3.65M
|
+$3.61M
|
+84,031
|
New
|
|
|
56
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.6M
|
+$363K
|
+8,460
|
+12%
|
|
|
57
|
Raymond James Financial
St Petersburg,
Florida
|
$3.39M
|
+$2.26M
|
+52,729
|
+208%
|
|
|
58
|
Savant Capital
Rockford,
Illinois
|
$3.14M
|
+$1.07M
|
+24,909
|
+53%
|
|
|
59
|
Level Financial Advisors
East Amherst,
New York
|
$3.01M
|
+$72.5K
|
+1,689
|
+2%
|
|
|
60
|
Sensenig Capital Advisors
Collegeville,
Pennsylvania
|
$2.96M
|
+$2.92M
|
+68,142
|
New
|
|
|
61
|
Premier Financial Group
Eureka,
California
|
$2.87M
|
-$68.5K
|
-1,595
|
-2%
|
|
|
62
|
Perigon Wealth Management
San Francisco,
California
|
$2.85M
|
+$1M
|
+23,383
|
+55%
|
|
|
63
|
MLG Wealth Management DBA Pine Grove Financial Group
Woodbury,
Minnesota
|
$2.71M
|
+$2.68M
|
+62,504
|
New
|
|
|
64
|
Longview Asset Management (California)
San Rafael,
California
|
$2.71M
|
+$33.2K
|
+773
|
+1%
|
|
|
65
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$2.59M
|
+$16.6K
|
+387
|
+0.7%
|
|
|
66
|
Burton Enright Welch
Walnut Creek,
California
|
$2.59M
|
+$245K
|
+5,719
|
+11%
|
|
|
67
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$2.56M
|
+$539K
|
+12,555
|
+27%
|
|
|
68
|
SeedSafe Financial
Austin,
Texas
|
$2.46M
|
+$2.43M
|
+56,649
|
New
|
|
|
69
|
Vise Technologies
New York
|
$2.46M
|
+$1.54M
|
+35,828
|
+173%
|
|
|
70
|
Root Financial Partners
Encinitas,
California
|
$2.44M
|
+$915K
|
+21,315
|
+61%
|
|
|
71
|
BetterWealth
San Jose,
California
|
$2.42M
|
-$278K
|
-6,475
|
-10%
|
|
|
72
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$2.39M
|
+$1.2M
|
+28,023
|
+108%
|
|
|
73
|
ProCore Advisors
Newport Beach,
California
|
$2.37M
|
+$2.35M
|
+54,657
|
New
|
|
|
74
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.34M
|
-$684K
|
-15,924
|
-23%
|
|
|
75
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$2.25M
|
+$190K
|
+4,432
|
+9%
|
|
