|
51
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.06M
|
-$4.41M
|
-115,991
|
-53%
|
|
|
52
|
Willow Creek Wealth Management
Sebastopol,
California
|
$3.73M
|
-$124K
|
-3,258
|
-3%
|
|
|
53
|
Mather Group
Chicago,
Illinois
|
$3.67M
|
-$22.1K
|
-581
|
-0.6%
|
|
|
54
|
Waverly Advisors
Birmingham,
Alabama
|
$3.6M
|
+$3.4M
|
+89,349
|
New
|
|
|
55
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.58M
|
+$181K
|
+4,747
|
+6%
|
|
|
56
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$3.39M
|
+$5.52K
|
+145
|
+0.2%
|
|
|
57
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.35M
|
+$115K
|
+3,017
|
+4%
|
|
|
58
|
Regatta Capital Group
El Segundo,
California
|
$3.33M
|
-$584K
|
-15,346
|
-16%
|
|
|
59
|
Invera Wealth Advisors
Bend,
Oregon
|
$3.32M
|
+$20.2K
|
+531
|
+0.6%
|
|
|
60
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.28M
|
+$118K
|
+3,107
|
+4%
|
|
|
61
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$3.23M
|
-$122K
|
-3,209
|
-4%
|
|
|
62
|
DOHJ LLC
Seattle,
Washington
|
$3.21M
|
+$378K
|
+9,942
|
+14%
|
|
|
63
|
Hill Island Financial
Grand Rapids,
Michigan
|
$3.2M
|
-$14.1K
|
-370
|
-0.5%
|
|
|
64
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.07M
|
-$1.43M
|
-37,681
|
-33%
|
|
|
65
|
Corient Private Wealth
Miami,
Florida
|
$2.92M
|
+$7.88K
|
+207
|
+0.3%
|
|
|
66
|
Integris Wealth Management
Monterey,
California
|
$2.91M
|
+$8.79K
|
+231
|
+0.3%
|
|
|
67
|
Financial Advisors
Andover,
Massachusetts
|
$2.79M
|
-$42.1K
|
-1,107
|
-2%
|
|
|
68
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.69M
|
+$1.34M
|
+35,275
|
+112%
|
|
|
69
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.69M
|
-$29.8K
|
-783
|
-1%
|
|
|
70
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$2.6M
|
–
|
–
|
–
|
|
|
71
|
Blue Edge Capital
Richmond,
Virginia
|
$2.58M
|
+$377K
|
+9,916
|
+18%
|
|
|
72
|
|
$2.57M
|
–
|
–
|
–
|
|
|
73
|
Vision Capital Management
Portland,
Oregon
|
$2.46M
|
+$223K
|
+5,857
|
+11%
|
|
|
74
|
IMPACTfolio
Denver,
Colorado
|
$2.46M
|
+$2.33M
|
+61,135
|
New
|
|
|
75
|
Asset Dedication LLC
San Francisco,
California
|
$2.44M
|
-$71K
|
-1,866
|
-3%
|
|
