|
26
|
Vista Capital Partners
Portland,
Oregon
|
$1.46M
|
+$301K
|
+4,660
|
+27%
|
|
|
27
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.41M
|
+$26K
|
+403
|
+2%
|
|
|
28
|
Applied Capital
Little Rock,
Arkansas
|
$1.15M
|
+$126K
|
+1,949
|
+13%
|
|
|
29
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.13M
|
+$79.7K
|
+1,235
|
+8%
|
|
|
30
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.01M
|
+$981K
|
+15,203
|
New
|
|
|
31
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.01M
|
-$228K
|
-3,535
|
-19%
|
|
|
32
|
Evanson Financial
Mclean,
Virginia
|
$983K
|
+$954K
|
+14,785
|
New
|
|
|
33
|
Financial Plan Inc
Bellingham,
Washington
|
$911K
|
+$1.68K
|
+26
|
+0.2%
|
|
|
34
|
Archvest Wealth Advisors
Concord,
California
|
$876K
|
+$2.9K
|
+45
|
+0.3%
|
|
|
35
|
Financial Symmetry
Raleigh,
North Carolina
|
$772K
|
–
|
–
|
–
|
|
|
36
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$768K
|
+$147K
|
+2,277
|
+25%
|
|
|
37
|
Apella Capital
West Hartford,
Connecticut
|
$657K
|
+$903
|
+14
|
+0.1%
|
|
|
38
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$551K
|
+$1.94K
|
+30
|
+0.4%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$524K
|
+$508K
|
+7,877
|
New
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$498K
|
+$478K
|
+7,401
|
New
|
|
|
41
|
Winnow Wealth
Waco,
Texas
|
$488K
|
+$161K
|
+2,490
|
+51%
|
|
|
42
|
Selective Wealth Management
Forest,
Virginia
|
$473K
|
+$453K
|
+7,017
|
New
|
|
|
43
|
NWAM LLC
Mercer Island,
Washington
|
$470K
|
-$25.4K
|
-393
|
-5%
|
|
|
44
|
Optima Capital
Beaverton,
Oregon
|
$311K
|
–
|
–
|
–
|
|
|
45
|
Signature Resources Capital Management
Newport Beach,
California
|
$310K
|
–
|
–
|
–
|
|
|
46
|
Cloud Capital Management
Seattle,
Washington
|
$304K
|
+$774
|
+12
|
+0.3%
|
|
|
47
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$302K
|
-$65.6K
|
-1,017
|
-22%
|
|
|
48
|
25 LLC
St. Louis,
Missouri
|
$289K
|
+$10.2K
|
+158
|
+4%
|
|
|
49
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$285K
|
–
|
–
|
–
|
|
|
50
|
WorthPointe
La Jolla,
California
|
$278K
|
+$323
|
+5
|
+0.1%
|
|
