|
76
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$620K
|
+$150K
|
+3,465
|
+32%
|
|
|
77
|
Rossby Financial
Melbourne,
Florida
|
$616K
|
+$26K
|
+598
|
+4%
|
|
|
78
|
|
$613K
|
-$2.36M
|
-54,340
|
-79%
|
|
|
79
|
Rockport Wealth
Fairview Park,
Ohio
|
$612K
|
–
|
–
|
–
|
|
|
80
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$602K
|
+$8.95K
|
+206
|
+2%
|
|
|
81
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$589K
|
–
|
–
|
–
|
|
|
82
|
Essential Planning
Portsmouth,
New Hampshire
|
$573K
|
+$6.56K
|
+151
|
+1%
|
|
|
83
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$567K
|
-$2.69K
|
-62
|
-0.5%
|
|
|
84
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$547K
|
-$43.4K
|
-1,000
|
-7%
|
|
|
85
|
Theory Financial
Fort Collins,
Colorado
|
$531K
|
+$16.8K
|
+386
|
+3%
|
|
|
86
|
Farther Finance Advisors
San Francisco,
California
|
$524K
|
-$36.3K
|
-835
|
-6%
|
|
|
87
|
Traveka Wealth
Los Altos,
California
|
$517K
|
+$110K
|
+2,539
|
+27%
|
|
|
88
|
Keener Financial Planning
Keller,
Texas
|
$484K
|
+$112K
|
+2,590
|
+30%
|
|
|
89
|
Red Crane Wealth Management
San Francisco,
California
|
$468K
|
+$1.48K
|
+34
|
+0.3%
|
|
|
90
|
Avise Financial Cooperative
Los Angeles,
California
|
$448K
|
+$25.1K
|
+577
|
+6%
|
|
|
91
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$431K
|
+$2.3K
|
+53
|
+0.5%
|
|
|
92
|
Skyline Advisors
Bellingham,
Washington
|
$421K
|
-$370K
|
-8,517
|
-47%
|
|
|
93
|
Apella Capital
West Hartford,
Connecticut
|
$420K
|
+$28.4K
|
+655
|
+7%
|
|
|
94
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$412K
|
+$44.8K
|
+1,032
|
+12%
|
|
|
95
|
Balance Wealth
Delaware,
Ohio
|
$403K
|
+$174K
|
+4,009
|
+76%
|
|
|
96
|
Endeavor Private Wealth
Topeka,
Kansas
|
$401K
|
-$12.5K
|
-288
|
-3%
|
|
|
97
|
Valmark Advisers
Akron,
Ohio
|
$394K
|
–
|
–
|
–
|
|
|
98
|
Merit Financial Group
Alpharetta,
Georgia
|
$392K
|
-$34K
|
-784
|
-8%
|
|
|
99
|
Summit Financial
Parsippany,
New Jersey
|
$387K
|
+$387K
|
+8,918
|
New
|
|
|
100
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$379K
|
+$25.9K
|
+596
|
+7%
|
|
