|
26
|
Vista Capital Partners
Portland,
Oregon
|
$756K
|
+$199K
|
+3,377
|
+36%
|
|
|
27
|
Archvest Wealth Advisors
Concord,
California
|
$753K
|
+$30.7K
|
+521
|
+4%
|
|
|
28
|
Financial Symmetry
Raleigh,
North Carolina
|
$694K
|
–
|
–
|
–
|
|
|
29
|
Apella Capital
West Hartford,
Connecticut
|
$600K
|
+$1.12K
|
+19
|
+0.2%
|
|
|
30
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$552K
|
-$42.7K
|
-725
|
-8%
|
|
|
31
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$485K
|
+$30K
|
+510
|
+7%
|
|
|
32
|
NWAM LLC
Mercer Island,
Washington
|
$363K
|
+$52.8K
|
+897
|
+18%
|
|
|
33
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$358K
|
+$151K
|
+2,558
|
+75%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$345K
|
+$37.9K
|
+644
|
+13%
|
|
|
35
|
Daytona Street Capital
Saint Louis,
Missouri
|
$310K
|
+$391K
|
+6,644
|
New
|
|
|
36
|
Signature Resources Capital Management
Newport Beach,
California
|
$279K
|
+$223K
|
+3,779
|
+427%
|
|
|
37
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$270K
|
–
|
–
|
–
|
|
|
38
|
WorthPointe
La Jolla,
California
|
$233K
|
+$230K
|
+3,900
|
New
|
|
|
39
|
25 LLC
St. Louis,
Missouri
|
$224K
|
+$220K
|
+3,741
|
New
|
|
|
40
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$207K
|
–
|
–
|
–
|
|
|
41
|
Raffa Wealth Management
Washington,
District of Columbia
|
$141K
|
+$27.5K
|
+467
|
+25%
|
|
|
42
|
Farther Finance Advisors
San Francisco,
California
|
$108K
|
–
|
–
|
–
|
|
|
43
|
Winnow Wealth
Waco,
Texas
|
$29.8K
|
+$29.3K
|
+497
|
New
|
|
|
44
|
LRI Investments
Palm Beach Gardens,
Florida
|
$13.6K
|
+$5.07K
|
+86
|
+61%
|
|
|
45
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$13.5K
|
–
|
–
|
–
|
|
|
46
|
Global Retirement Partners
San Rafael,
California
|
$9.8K
|
-$59
|
-1
|
-0.6%
|
|
|
47
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$2.51K
|
+$2.47K
|
+42
|
New
|
|
|
48
|
William Blair & Company
Chicago,
Illinois
|
$1.02K
|
–
|
–
|
–
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$589
|
+10
|
New
|
|
|
50
|
Merited Wealth
North Bay Village,
Florida
|
$538
|
+$530
|
+9
|
New
|
|
