|
26
|
|
$720K
|
-$777K
|
-81,675
|
-52%
|
|
|
27
|
Waypoint Wealth Partners
Mill Valley,
California
|
$676K
|
-$32.4K
|
-3,408
|
-5%
|
|
|
28
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$652K
|
+$58.3K
|
+6,123
|
+10%
|
|
|
29
|
Index Fund Advisors
Irvine,
California
|
$620K
|
+$138K
|
+14,537
|
+29%
|
|
|
30
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$605K
|
+$30.9K
|
+3,249
|
+5%
|
|
|
31
|
Silver Oak Advisory Group
Portland,
Oregon
|
$592K
|
+$57K
|
+5,989
|
+11%
|
|
|
32
|
Corient Private Wealth
Miami,
Florida
|
$394K
|
-$215K
|
-22,641
|
-36%
|
|
|
33
|
Ariadne Wealth Management
Santa Barbara,
California
|
$385K
|
+$379K
|
+39,788
|
New
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$370K
|
-$1.16M
|
-121,878
|
-76%
|
|
|
35
|
D.A. Davidson & Co
Great Falls,
Montana
|
$344K
|
+$6.38K
|
+670
|
+2%
|
|
|
36
|
Private Wealth Management Group
Princeton,
New Jersey
|
$308K
|
+$65K
|
+6,835
|
+27%
|
|
|
37
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$286K
|
-$18.3K
|
-1,926
|
-6%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$260K
|
–
|
–
|
–
|
|
|
39
|
MB Generational Wealth
Spokane,
Washington
|
$252K
|
+$198K
|
+20,816
|
+401%
|
|
|
40
|
BetterWealth
San Jose,
California
|
$247K
|
+$1.62K
|
+170
|
+0.7%
|
|
|
41
|
Trillium Asset Management
Boston,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
42
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$212K
|
+$7.23K
|
+760
|
+4%
|
|
|
43
|
Forum Financial Management
Lombard,
Illinois
|
$211K
|
+$25.4K
|
+2,671
|
+14%
|
|
|
44
|
|
$208K
|
-$81.8K
|
-8,596
|
-29%
|
|
|
45
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$208K
|
+$75.9K
|
+7,975
|
+59%
|
|
|
46
|
Advisornet Financial
Minnetonka,
Minnesota
|
$123K
|
+$2.02K
|
+212
|
+2%
|
|
|
47
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$119K
|
+$3K
|
+315
|
+3%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$117K
|
+$115K
|
+12,082
|
New
|
|
|
49
|
LPL Financial
San Diego,
California
|
$112K
|
+$110K
|
+11,608
|
New
|
|
|
50
|
Caprock Group
Boise,
Idaho
|
$102K
|
+$101K
|
+10,583
|
New
|
|
