|
26
|
Wade Financial Advisory
Campbell,
California
|
$8.23M
|
+$378K
|
+12,522
|
+5%
|
|
|
27
|
Acropolis Investment Management
St. Louis,
Missouri
|
$6.85M
|
+$70.1K
|
+2,320
|
+1%
|
|
|
28
|
DDFG Inc
Thousand Oaks,
California
|
$6.43M
|
+$381K
|
+12,611
|
+7%
|
|
|
29
|
Brio Consultants
San Francisco,
California
|
$5.67M
|
+$60.8K
|
+2,013
|
+1%
|
|
|
30
|
Atria Investments
Charlotte,
North Carolina
|
$5.38M
|
+$140K
|
+4,625
|
+3%
|
|
|
31
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$4.59M
|
-$100K
|
-3,327
|
-2%
|
|
|
32
|
Farther Finance Advisors
San Francisco,
California
|
$4.4M
|
+$304K
|
+10,080
|
+8%
|
|
|
33
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$4.37M
|
+$3.81K
|
+126
|
+0.1%
|
|
|
34
|
|
$3.94M
|
+$201K
|
+6,655
|
+6%
|
|
|
35
|
Horizon Family Wealth
Chicago,
Illinois
|
$3.93M
|
+$9.72K
|
+322
|
+0.3%
|
|
|
36
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.88M
|
-$6.5M
|
-215,359
|
-62%
|
|
|
37
|
SigFig Wealth Management
San Francisco,
California
|
$3.8M
|
+$60.9K
|
+2,017
|
+2%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.32M
|
-$107K
|
-3,528
|
-3%
|
|
|
39
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.29M
|
+$48.3K
|
+1,601
|
+2%
|
|
|
40
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$3.25M
|
+$136K
|
+4,495
|
+5%
|
|
|
41
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.88M
|
+$99.1K
|
+3,281
|
+4%
|
|
|
42
|
|
$2.87M
|
+$925K
|
+30,639
|
+51%
|
|
|
43
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.4M
|
-$109K
|
-3,620
|
-5%
|
|
|
44
|
|
$2.35M
|
-$76.2K
|
-2,523
|
-3%
|
|
|
45
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.33M
|
+$879K
|
+29,121
|
+65%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$2.31M
|
-$25.9K
|
-859
|
-1%
|
|
|
47
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$2.29M
|
-$20K
|
-661
|
-0.9%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$2.23M
|
+$369K
|
+12,220
|
+21%
|
|
|
49
|
|
$2.17M
|
-$179K
|
-5,918
|
-8%
|
|
|
50
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.15M
|
+$743K
|
+24,605
|
+57%
|
|
