|
51
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$7.6M
|
+$7.29M
|
+261,541
|
New
|
|
|
52
|
Hassell Wealth Management
Houma,
Louisiana
|
$7.48M
|
+$685K
|
+24,567
|
+10%
|
|
|
53
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.47M
|
-$78.5K
|
-2,816
|
-1%
|
|
|
54
|
Pacific Sage Partners
Edmonds,
Washington
|
$7.33M
|
+$397K
|
+14,250
|
+6%
|
|
|
55
|
Cardiff Park Advisors
Carlsbad,
California
|
$7.32M
|
+$723K
|
+25,905
|
+11%
|
|
|
56
|
Quadcap Wealth Management
Frisco,
Texas
|
$7.29M
|
+$1.85M
|
+66,279
|
+36%
|
|
|
57
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$7.23M
|
+$6.94M
|
+248,763
|
New
|
|
|
58
|
Sterling Financial Planning
Sparta,
New Jersey
|
$7.22M
|
+$773K
|
+27,727
|
+13%
|
|
|
59
|
Schoolcraft Capital
Boulder,
Colorado
|
$7.11M
|
+$194K
|
+6,965
|
+3%
|
|
|
60
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$7M
|
+$2.23K
|
+80
|
+0%
|
|
|
61
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$6.6M
|
+$202K
|
+7,248
|
+3%
|
|
|
62
|
von Borstel & Associates
The Dalles,
Oregon
|
$6.18M
|
+$5.93M
|
+212,744
|
New
|
|
|
63
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$5.93M
|
+$228K
|
+8,164
|
+4%
|
|
|
64
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.8M
|
+$14.8K
|
+529
|
+0.3%
|
|
|
65
|
Del-Sette Capital Management
Schenectady,
New York
|
$5.67M
|
-$830K
|
-29,765
|
-13%
|
|
|
66
|
Meritas Wealth Management
Larkspur,
California
|
$5.5M
|
+$815K
|
+29,206
|
+18%
|
|
|
67
|
Collective Family Office
York,
Pennsylvania
|
$5.42M
|
+$857K
|
+30,711
|
+20%
|
|
|
68
|
BetterWealth
San Jose,
California
|
$5.35M
|
+$45.1K
|
+1,616
|
+0.9%
|
|
|
69
|
Liberty Wealth Management
Oakland,
California
|
$5.31M
|
-$3.26M
|
-116,975
|
-39%
|
|
|
70
|
LAM Group
Lake Oswego,
Oregon
|
$5.1M
|
-$17.3K
|
-620
|
-0.4%
|
|
|
71
|
Financial Symmetry
Raleigh,
North Carolina
|
$4.9M
|
+$193K
|
+6,904
|
+4%
|
|
|
72
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$4.77M
|
+$1.42M
|
+51,077
|
+45%
|
|
|
73
|
Old Mission Capital
Chicago,
Illinois
|
$4.74M
|
+$42.5K
|
+1,524
|
+0.9%
|
|
|
74
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.63M
|
+$506K
|
+18,128
|
+13%
|
|
|
75
|
BWM Planning
The Woodlands,
Texas
|
$4.42M
|
+$4.25M
|
+152,248
|
New
|
|
