|
26
|
Financial Plan Inc
Bellingham,
Washington
|
$811K
|
+$50.4K
|
+821
|
+6%
|
|
|
27
|
Archvest Wealth Advisors
Concord,
California
|
$779K
|
+$33.3K
|
+542
|
+4%
|
|
|
28
|
Financial Symmetry
Raleigh,
North Carolina
|
$746K
|
–
|
–
|
–
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$648K
|
+$316K
|
+5,140
|
+89%
|
|
|
30
|
Apella Capital
West Hartford,
Connecticut
|
$626K
|
-$14.3K
|
-233
|
-2%
|
|
|
31
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$550K
|
+$202K
|
+3,290
|
+55%
|
|
|
32
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$490K
|
+$8.41K
|
+137
|
+2%
|
|
|
33
|
NWAM LLC
Mercer Island,
Washington
|
$443K
|
+$100K
|
+1,629
|
+28%
|
|
|
34
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$332K
|
+$306K
|
+4,990
|
New
|
|
|
35
|
Daytona Street Capital
Saint Louis,
Missouri
|
$324K
|
–
|
–
|
–
|
|
|
36
|
Winnow Wealth
Waco,
Texas
|
$287K
|
+$267K
|
+4,347
|
+875%
|
|
|
37
|
Optima Capital
Beaverton,
Oregon
|
$278K
|
+$287K
|
+4,680
|
New
|
|
|
38
|
Signature Resources Capital Management
Newport Beach,
California
|
$277K
|
–
|
–
|
–
|
|
|
39
|
Cloud Capital Management
Seattle,
Washington
|
$270K
|
+$280K
|
+4,564
|
New
|
|
|
40
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
41
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$255K
|
+$264K
|
+4,293
|
New
|
|
|
42
|
25 LLC
St. Louis,
Missouri
|
$248K
|
+$27.1K
|
+441
|
+12%
|
|
|
43
|
WorthPointe
La Jolla,
California
|
$248K
|
+$17K
|
+277
|
+7%
|
|
|
44
|
TIAA-CREF Individual & Institutional Services
New York
|
$205K
|
+$212K
|
+3,458
|
New
|
|
|
45
|
Raffa Wealth Management
Washington,
District of Columbia
|
$140K
|
+$368
|
+6
|
+0.3%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134K
|
+$139K
|
+2,269
|
New
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$126K
|
+$18.7K
|
+305
|
+17%
|
|
|
48
|
Silver Grove Financial Group
Orchard Park,
New York
|
$76K
|
+$78.7K
|
+1,281
|
New
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
$14.5K
|
+$15K
|
+245
|
New
|
|
|
50
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$13.4K
|
–
|
–
|
–
|
|
