|
51
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$231K
|
+$7.8K
|
+762
|
+3%
|
|
|
52
|
JDH Wealth Management
Santa Rosa,
California
|
$225K
|
-$60.6K
|
-5,916
|
-21%
|
|
|
53
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$224K
|
-$4.73K
|
-462
|
-2%
|
|
|
54
|
|
$190K
|
-$11.7K
|
-1,138
|
-6%
|
|
|
55
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$185K
|
–
|
–
|
–
|
|
|
56
|
Apella Capital
West Hartford,
Connecticut
|
$180K
|
+$80.3K
|
+7,844
|
+69%
|
|
|
57
|
Cloud Capital Management
Seattle,
Washington
|
$176K
|
+$180K
|
+17,536
|
New
|
|
|
58
|
BetterWealth
San Jose,
California
|
$171K
|
-$87.1K
|
-8,511
|
-33%
|
|
|
59
|
LPL Financial
San Diego,
California
|
$169K
|
-$13.5K
|
-1,318
|
-7%
|
|
|
60
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$168K
|
-$12.9K
|
-1,259
|
-7%
|
|
|
61
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$157K
|
+$159K
|
+15,493
|
New
|
|
|
62
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$150K
|
+$23.1K
|
+2,253
|
+18%
|
|
|
63
|
Advisornet Financial
Minnetonka,
Minnesota
|
$136K
|
+$5.68K
|
+555
|
+4%
|
|
|
64
|
Encompass More Asset Management
Danville,
California
|
$129K
|
+$130K
|
+12,714
|
New
|
|
|
65
|
Quantum Financial Advisors
El Segundo,
California
|
$114K
|
+$6.93K
|
+677
|
+6%
|
|
|
66
|
Caprock Group
Boise,
Idaho
|
$110K
|
+$686
|
+67
|
+0.6%
|
|
|
67
|
Atria Wealth Solutions
New York
|
$105K
|
-$3.96K
|
-387
|
-4%
|
|
|
68
|
Parkworth Wealth Management
Los Gatos,
California
|
$92.1K
|
+$1.13K
|
+110
|
+1%
|
|
|
69
|
Greykasell Wealth Strategies
Danville,
California
|
$72.8K
|
-$32.5K
|
-3,176
|
-31%
|
|
|
70
|
Aspect Partners
Fairfax,
Virginia
|
$68.9K
|
–
|
–
|
–
|
|
|
71
|
SJS Investment Consulting
Sylvania,
Ohio
|
$29.6K
|
–
|
–
|
–
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
$19.3K
|
+$4.77K
|
+466
|
+32%
|
|
|
73
|
Parallel Advisors
San Francisco,
California
|
$18K
|
–
|
–
|
–
|
|
|
74
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$15.8K
|
-$1.26K
|
-123
|
-7%
|
|
|
75
|
Financial Connections Group
Corte Madera,
California
|
$14K
|
+$92
|
+9
|
+0.7%
|
|
