|
51
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.51M
|
+$20.7K
|
+272
|
+1%
|
|
|
52
|
Opes Wealth Management
Menlo Park,
California
|
$1.5M
|
+$11.4K
|
+150
|
+0.8%
|
|
|
53
|
|
$1.48M
|
-$3.65M
|
-47,890
|
-71%
|
|
|
54
|
Gould Asset Management
Claremont,
California
|
$1.46M
|
–
|
–
|
–
|
|
|
55
|
First Pacific Financial
Vancouver,
Washington
|
$1.45M
|
-$56.6K
|
-742
|
-4%
|
|
|
56
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.37M
|
+$75.7K
|
+993
|
+6%
|
|
|
57
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.37M
|
–
|
–
|
–
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$1.28M
|
+$88.6K
|
+1,162
|
+7%
|
|
|
59
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$1.23M
|
+$468K
|
+6,130
|
+60%
|
|
|
60
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$1.19M
|
+$1.21M
|
+15,801
|
New
|
|
|
61
|
Warner Financial
Bethesda,
Maryland
|
$1.15M
|
+$100K
|
+1,312
|
+9%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.12M
|
+$97.7K
|
+1,281
|
+9%
|
|
|
63
|
One Wealth Advisors
San Francisco,
California
|
$1.08M
|
-$200K
|
-2,619
|
-15%
|
|
|
64
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
65
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
-$722K
|
-9,461
|
-40%
|
|
|
66
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1M
|
+$1.01M
|
+13,307
|
New
|
|
|
67
|
VERITY Wealth Advisors
Sausalito,
United States
|
$997K
|
–
|
–
|
–
|
|
|
68
|
Lazard Asset Management
New York
|
$993K
|
–
|
–
|
–
|
|
|
69
|
Farther Finance Advisors
San Francisco,
California
|
$991K
|
+$127K
|
+1,671
|
+15%
|
|
|
70
|
Moors & Cabot
Boston,
Massachusetts
|
$956K
|
+$44.4K
|
+582
|
+5%
|
|
|
71
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$928K
|
-$81.5K
|
-1,068
|
-8%
|
|
|
72
|
Diversified Trust
Memphis,
Tennessee
|
$923K
|
+$106K
|
+1,390
|
+13%
|
|
|
73
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$883K
|
-$142K
|
-1,865
|
-14%
|
|
|
74
|
Perigon Wealth Management
San Francisco,
California
|
$825K
|
-$88.7K
|
-1,163
|
-10%
|
|
|
75
|
MML Investors Services
Springfield,
Massachusetts
|
$815K
|
+$42.5K
|
+557
|
+5%
|
|
