|
101
|
Caprock Group
Boise,
Idaho
|
$768K
|
-$72.8K
|
-1,900
|
-9%
|
|
|
102
|
Keel Point
Huntsville,
Alabama
|
$766K
|
–
|
–
|
–
|
|
|
103
|
Diversify Wealth Management
Sandy,
Utah
|
$696K
|
–
|
–
|
–
|
|
|
104
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$691K
|
+$698K
|
+18,224
|
New
|
|
|
105
|
Creative Capital Management Investments
San Diego,
California
|
$690K
|
-$43.1K
|
-1,125
|
-6%
|
|
|
106
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$687K
|
–
|
–
|
–
|
|
|
107
|
Opes Wealth Management
Menlo Park,
California
|
$653K
|
+$1.15K
|
+30
|
+0.2%
|
|
|
108
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$651K
|
+$658K
|
+17,166
|
New
|
|
|
109
|
Cordant Inc
Portland,
Oregon
|
$627K
|
-$269K
|
-7,017
|
-30%
|
|
|
110
|
|
$619K
|
+$626K
|
+16,333
|
New
|
|
|
111
|
Creative Planning
Overland Park,
Kansas
|
$615K
|
+$621K
|
+16,216
|
New
|
|
|
112
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$605K
|
+$22.2K
|
+580
|
+4%
|
|
|
113
|
Root Financial Partners
Encinitas,
California
|
$591K
|
+$597K
|
+15,585
|
New
|
|
|
114
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$574K
|
-$130K
|
-3,404
|
-18%
|
|
|
115
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$569K
|
+$6.86K
|
+179
|
+1%
|
|
|
116
|
Advisornet Financial
Minnetonka,
Minnesota
|
$564K
|
+$190K
|
+4,957
|
+50%
|
|
|
117
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$553K
|
+$559K
|
+14,584
|
New
|
|
|
118
|
Hutchinson Capital Management
San Rafael,
California
|
$537K
|
–
|
–
|
–
|
|
|
119
|
Rockefeller Capital Management
New York
|
$530K
|
+$536K
|
+13,986
|
New
|
|
|
120
|
Foster Group
West Des Moines,
Iowa
|
$506K
|
–
|
–
|
–
|
|
|
121
|
Envestnet Asset Management
Chicago,
Illinois
|
$497K
|
+$130K
|
+3,390
|
+35%
|
|
|
122
|
Greenspring Advisors
Towson,
Maryland
|
$484K
|
–
|
–
|
–
|
|
|
123
|
Meritas Wealth Management
Larkspur,
California
|
$483K
|
-$16.1K
|
-419
|
-3%
|
|
|
124
|
Ruedi Wealth Management
Champaign,
Illinois
|
$467K
|
+$35.7K
|
+933
|
+8%
|
|
|
125
|
Financial Connections Group
Corte Madera,
California
|
$463K
|
+$153
|
+4
|
+0%
|
|
