|
51
|
TIAA FSB
Jacksonville,
Florida
|
$3.28M
|
+$3.25M
|
+86,259
|
New
|
|
|
52
|
Parkside Advisors
Berkeley,
California
|
$3.2M
|
+$132K
|
+3,498
|
+4%
|
|
|
53
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.97M
|
+$52.7K
|
+1,397
|
+2%
|
|
|
54
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.92M
|
+$1.17M
|
+31,165
|
+68%
|
|
|
55
|
Blue Edge Capital
Richmond,
Virginia
|
$2.9M
|
-$388K
|
-10,296
|
-12%
|
|
|
56
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.89M
|
+$384K
|
+10,195
|
+15%
|
|
|
57
|
Garde Capital
Seattle,
Washington
|
$2.86M
|
+$2.26M
|
+60,066
|
+397%
|
|
|
58
|
IMPACTfolio
Denver,
Colorado
|
$2.81M
|
-$190K
|
-5,031
|
-6%
|
|
|
59
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$2.71M
|
+$269K
|
+7,136
|
+11%
|
|
|
60
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.68M
|
+$59.7K
|
+1,584
|
+2%
|
|
|
61
|
Atria Wealth Solutions
New York
|
$2.46M
|
+$2.44M
|
+64,637
|
New
|
|
|
62
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.46M
|
+$16.4K
|
+435
|
+0.7%
|
|
|
63
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$2.46M
|
–
|
–
|
–
|
|
|
64
|
One Wealth Advisors
San Francisco,
California
|
$2.39M
|
+$237K
|
+6,278
|
+11%
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$2.34M
|
+$216K
|
+5,729
|
+10%
|
|
|
66
|
Prudential Financial
Newark,
New Jersey
|
$2.31M
|
+$219K
|
+5,808
|
+11%
|
|
|
67
|
Savant Capital
Rockford,
Illinois
|
$2.08M
|
+$296K
|
+7,857
|
+17%
|
|
|
68
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.04M
|
+$86.2K
|
+2,288
|
+4%
|
|
|
69
|
WealthSource Partners
San Luis Obispo,
California
|
$1.98M
|
-$208K
|
-5,509
|
-10%
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$1.95M
|
+$1.05M
|
+27,990
|
+121%
|
|
|
71
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.91M
|
-$52.5K
|
-1,393
|
-3%
|
|
|
72
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.81M
|
+$23.6K
|
+625
|
+1%
|
|
|
73
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.79M
|
-$425K
|
-11,279
|
-19%
|
|
|
74
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.79M
|
+$102K
|
+2,715
|
+6%
|
|
|
75
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$1.75M
|
+$367K
|
+9,731
|
+27%
|
|
