|
76
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$363K
|
+$335K
|
+11,645
|
New
|
|
|
77
|
FirstPurpose Wealth
Orem,
Utah
|
$362K
|
+$10.7K
|
+373
|
+3%
|
|
|
78
|
Ruedi Wealth Management
Champaign,
Illinois
|
$348K
|
–
|
–
|
–
|
|
|
79
|
Tortoise Investment Management
White Plains,
New York
|
$337K
|
–
|
–
|
–
|
|
|
80
|
Passive Capital Management
Baltimore,
Maryland
|
$336K
|
–
|
–
|
–
|
|
|
81
|
Kestra Advisory Services
Austin,
Texas
|
$328K
|
–
|
–
|
–
|
|
|
82
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$317K
|
–
|
–
|
–
|
|
|
83
|
Laurel Wealth Planning
Edina,
Minnesota
|
$278K
|
–
|
–
|
–
|
|
|
84
|
Envestnet Asset Management
Chicago,
Illinois
|
$261K
|
-$202
|
-7
|
-0.1%
|
|
|
85
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$246K
|
+$227K
|
+7,892
|
New
|
|
|
86
|
Hutchinson Capital Management
San Rafael,
California
|
$241K
|
–
|
–
|
–
|
|
|
87
|
Meritas Wealth Management
Larkspur,
California
|
$234K
|
+$217K
|
+7,519
|
New
|
|
|
88
|
Towneley Capital Management
Laguna Hills,
California
|
$229K
|
+$212K
|
+7,366
|
New
|
|
|
89
|
LifePro Asset Management
San Diego,
California
|
$227K
|
-$9.1K
|
-316
|
-4%
|
|
|
90
|
Mercer Global Advisors
Denver,
Colorado
|
$220K
|
+$204K
|
+7,072
|
New
|
|
|
91
|
HighTower Advisors
Chicago,
Illinois
|
$214K
|
+$198K
|
+6,888
|
New
|
|
|
92
|
Family Wealth Partners
Matthews,
North Carolina
|
$207K
|
+$191K
|
+6,648
|
New
|
|
|
93
|
Farther Finance Advisors
San Francisco,
California
|
$203K
|
–
|
–
|
–
|
|
|
94
|
Creative Capital Management Investments
San Diego,
California
|
$156K
|
+$13.7K
|
+474
|
+10%
|
|
|
95
|
Red Tortoise LLC
Atlanta,
Georgia
|
$147K
|
+$518
|
+18
|
+0.4%
|
|
|
96
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$147K
|
–
|
–
|
–
|
|
|
97
|
Annapolis Financial Services
Annapolis,
Maryland
|
$145K
|
–
|
–
|
–
|
|
|
98
|
Osaic Holdings
Scottsdale,
Arizona
|
$131K
|
+$490
|
+17
|
+0.4%
|
|
|
99
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$130K
|
+$461
|
+16
|
+0.4%
|
|
|
100
|
True Wealth Design
Akron,
Ohio
|
$120K
|
+$111K
|
+3,859
|
New
|
|
