|
51
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.06M
|
-$48.2M
|
-2,007,921
|
-96%
|
|
|
52
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.02M
|
+$332K
|
+13,818
|
+20%
|
|
|
53
|
Central Trust Company
Jefferson City,
Missouri
|
$2M
|
-$630K
|
-26,215
|
-24%
|
|
|
54
|
Payden & Rygel
Los Angeles,
California
|
$1.98M
|
–
|
–
|
–
|
|
|
55
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.97M
|
+$211K
|
+8,792
|
+12%
|
|
|
56
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.97M
|
-$31.2K
|
-1,299
|
-2%
|
|
|
57
|
Advisory Services Network
Atlanta,
Georgia
|
$1.92M
|
+$404K
|
+16,822
|
+26%
|
|
|
58
|
Mather Group
Chicago,
Illinois
|
$1.89M
|
+$685K
|
+28,501
|
+56%
|
|
|
59
|
Omega Financial Group
Santa Barbara,
California
|
$1.87M
|
-$102K
|
-4,257
|
-5%
|
|
|
60
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.79M
|
–
|
–
|
–
|
|
|
61
|
Accredited Investors
Edina,
Minnesota
|
$1.79M
|
+$41.9K
|
+1,743
|
+2%
|
|
|
62
|
Empirical Wealth Management
Seattle,
Washington
|
$1.77M
|
+$102K
|
+4,236
|
+6%
|
|
|
63
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.77M
|
-$1.33M
|
-55,262
|
-43%
|
|
|
64
|
Corient Private Wealth
Miami,
Florida
|
$1.72M
|
-$368K
|
-15,305
|
-18%
|
|
|
65
|
Parkside Advisors
Berkeley,
California
|
$1.6M
|
+$69.1K
|
+2,878
|
+5%
|
|
|
66
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1.57M
|
+$84.4K
|
+3,512
|
+6%
|
|
|
67
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$1.57M
|
+$14.5K
|
+604
|
+0.9%
|
|
|
68
|
Fortis Capital Management
Bellevue,
Washington
|
$1.56M
|
+$301K
|
+12,548
|
+24%
|
|
|
69
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.53M
|
-$8.89K
|
-370
|
-0.6%
|
|
|
70
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.53M
|
-$8.89K
|
-370
|
-0.6%
|
|
|
71
|
One Capital Management
Westlake Village,
California
|
$1.47M
|
+$2.07K
|
+86
|
+0.1%
|
|
|
72
|
Perigon Wealth Management
San Francisco,
California
|
$1.45M
|
+$1.46M
|
+60,595
|
New
|
|
|
73
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.44M
|
+$10.3K
|
+430
|
+0.7%
|
|
|
74
|
Regatta Capital Group
El Segundo,
California
|
$1.44M
|
+$1.44M
|
+60,093
|
New
|
|
|
75
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.38M
|
+$247K
|
+10,299
|
+22%
|
|
