|
26
|
Waypoint Wealth Partners
Mill Valley,
California
|
$719K
|
+$61.7K
|
+6,382
|
+10%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$621K
|
-$683K
|
-70,654
|
-53%
|
|
|
28
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$601K
|
+$71.8K
|
+7,435
|
+14%
|
|
|
29
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$581K
|
+$30.4K
|
+3,150
|
+6%
|
|
|
30
|
Silver Oak Advisory Group
Portland,
Oregon
|
$542K
|
-$2.9K
|
-300
|
-0.5%
|
|
|
31
|
Index Fund Advisors
Irvine,
California
|
$486K
|
+$18K
|
+1,861
|
+4%
|
|
|
32
|
NWAM LLC
Mercer Island,
Washington
|
$346K
|
-$4.74K
|
-490
|
-1%
|
|
|
33
|
D.A. Davidson & Co
Great Falls,
Montana
|
$342K
|
+$115K
|
+11,924
|
+52%
|
|
|
34
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$309K
|
+$6.46K
|
+669
|
+2%
|
|
|
35
|
|
$295K
|
-$11.9K
|
-1,232
|
-4%
|
|
|
36
|
MB Generational Wealth
Spokane,
Washington
|
$265K
|
-$220K
|
-22,760
|
-81%
|
|
|
37
|
Cetera Advisor Networks
El Segundo,
California
|
$264K
|
–
|
–
|
–
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$264K
|
+$260K
|
+26,883
|
New
|
|
|
39
|
BetterWealth
San Jose,
California
|
$248K
|
+$245K
|
+25,339
|
New
|
|
|
40
|
Private Wealth Management Group
Princeton,
New Jersey
|
$246K
|
+$47.3K
|
+4,894
|
+24%
|
|
|
41
|
Trillium Asset Management
Boston,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
42
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$208K
|
+$2.05K
|
+212
|
+1%
|
|
|
43
|
Forum Financial Management
Lombard,
Illinois
|
$188K
|
-$23.6K
|
-2,441
|
-11%
|
|
|
44
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$132K
|
-$2.47M
|
-256,113
|
-95%
|
|
|
45
|
Advisornet Financial
Minnetonka,
Minnesota
|
$123K
|
+$213
|
+22
|
+0.2%
|
|
|
46
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$117K
|
+$1.5K
|
+155
|
+1%
|
|
|
47
|
Mather Group
Chicago,
Illinois
|
$90.2K
|
+$87.5K
|
+9,056
|
New
|
|
|
48
|
|
$41.3K
|
+$40.7K
|
+4,216
|
New
|
|
|
49
|
Financial Connections Group
Corte Madera,
California
|
$37K
|
+$14.8K
|
+1,529
|
New
|
|
|
50
|
SJS Investment Consulting
Sylvania,
Ohio
|
$35.5K
|
+$4.83K
|
+500
|
+16%
|
|
