|
76
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$10.7M
|
+$1.23M
|
+29,555
|
+12%
|
|
|
77
|
Pacific Sage Partners
Edmonds,
Washington
|
$10.5M
|
+$423K
|
+10,203
|
+4%
|
|
|
78
|
Integrity Advisory Solutions
Dallas,
Texas
|
$10.4M
|
+$716K
|
+17,270
|
+7%
|
|
|
79
|
Integrity Alliance
Urbandale,
Iowa
|
$10.3M
|
+$197K
|
+4,750
|
+2%
|
|
|
80
|
Squire Investment Management Company
Orem,
Utah
|
$10.2M
|
+$410K
|
+9,890
|
+4%
|
|
|
81
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$9.92M
|
+$142K
|
+3,425
|
+1%
|
|
|
82
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$9.83M
|
+$37.5K
|
+904
|
+0.4%
|
|
|
83
|
Farther Finance Advisors
San Francisco,
California
|
$9.7M
|
+$978K
|
+23,569
|
+11%
|
|
|
84
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$9.5M
|
+$370K
|
+8,913
|
+4%
|
|
|
85
|
Financial Symmetry
Raleigh,
North Carolina
|
$9.29M
|
+$45.1K
|
+1,088
|
+0.5%
|
|
|
86
|
Advisory Alpha
Holland,
Michigan
|
$9.14M
|
+$611K
|
+14,722
|
+7%
|
|
|
87
|
Fischer Investment Strategies
Westlake Village,
California
|
$9.13M
|
-$625K
|
-15,070
|
-6%
|
|
|
88
|
Mariner
Overland Park,
Kansas
|
$9.11M
|
-$26.5K
|
-639
|
-0.3%
|
|
|
89
|
Greenline Partners
New York
|
$9.08M
|
-$12.5K
|
-302
|
-0.1%
|
|
|
90
|
Private Wealth Management Group
Princeton,
New Jersey
|
$8.95M
|
-$252K
|
-6,068
|
-3%
|
|
|
91
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$8.9M
|
+$6.14M
|
+148,109
|
+201%
|
|
|
92
|
Collective Family Office
York,
Pennsylvania
|
$8.87M
|
+$146K
|
+3,513
|
+2%
|
|
|
93
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$8.69M
|
-$323K
|
-7,785
|
-3%
|
|
|
94
|
Schoolcraft Capital
Boulder,
Colorado
|
$8.36M
|
-$56K
|
-1,351
|
-0.6%
|
|
|
95
|
25 LLC
St. Louis,
Missouri
|
$8.05M
|
+$268K
|
+6,466
|
+3%
|
|
|
96
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$7.94M
|
-$53.5K
|
-1,289
|
-0.6%
|
|
|
97
|
Claris Advisors
St. Louis,
Missouri
|
$7.93M
|
-$182K
|
-4,383
|
-2%
|
|
|
98
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$7.89M
|
+$522K
|
+12,577
|
+7%
|
|
|
99
|
Rockefeller Capital Management
New York
|
$7.85M
|
-$2.87M
|
-69,214
|
-26%
|
|
|
100
|
EQ Wealth Advisors
Dallas,
Texas
|
$7.73M
|
-$333K
|
-8,031
|
-4%
|
|
