|
51
|
Navalign LLC
Encino,
California
|
$432K
|
–
|
–
|
–
|
|
|
52
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$418K
|
+$198K
|
+4,642
|
+96%
|
|
|
53
|
D.J. St. Germain
Springfield,
Massachusetts
|
$416K
|
-$56.3K
|
-1,322
|
-12%
|
|
|
54
|
Buffington Mohr McNeal
Boise,
Idaho
|
$410K
|
–
|
–
|
–
|
|
|
55
|
Merriman Wealth Management
Seattle,
Washington
|
$398K
|
–
|
–
|
–
|
|
|
56
|
Heritage Family Offices
Scottsdale,
Arizona
|
$369K
|
-$15.9K
|
-374
|
-4%
|
|
|
57
|
Montecito Bank & Trust
Santa Barbara,
California
|
$352K
|
–
|
–
|
–
|
|
|
58
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$337K
|
-$10.4K
|
-243
|
-3%
|
|
|
59
|
RHS Financial
San Francisco,
California
|
$318K
|
-$8.27K
|
-194
|
-3%
|
|
|
60
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$307K
|
-$3.15K
|
-74
|
-1%
|
|
|
61
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$296K
|
+$852
|
+20
|
+0.3%
|
|
|
62
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$288K
|
+$70.1K
|
+1,645
|
+34%
|
|
|
63
|
Crane Advisory
Fullerton,
California
|
$282K
|
-$2.26K
|
-53
|
-0.8%
|
|
|
64
|
|
$272K
|
-$51.5K
|
-1,209
|
-16%
|
|
|
65
|
Osaic Holdings
Scottsdale,
Arizona
|
$269K
|
-$28.9K
|
-679
|
-10%
|
|
|
66
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$264K
|
+$1.58K
|
+37
|
+0.6%
|
|
|
67
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$262K
|
+$810
|
+19
|
+0.3%
|
|
|
68
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$255K
|
–
|
–
|
–
|
|
|
69
|
Cresset Asset Management
Chicago,
Illinois
|
$246K
|
+$237K
|
+5,568
|
New
|
|
|
70
|
Leverty Financial Group
Hudson,
Wisconsin
|
$246K
|
–
|
–
|
–
|
|
|
71
|
CRA Financial Services
Northfield,
New Jersey
|
$233K
|
–
|
–
|
–
|
|
|
72
|
Global Retirement Partners
San Rafael,
California
|
$228K
|
+$220K
|
+5,152
|
New
|
|
|
73
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$227K
|
+$219K
|
+5,136
|
New
|
|
|
74
|
Townsend Asset Management
Raleigh,
North Carolina
|
$223K
|
-$16.8K
|
-394
|
-7%
|
|
|
75
|
Embree Financial Group
Chicago,
Illinois
|
$221K
|
+$213K
|
+5,000
|
New
|
|
