|
26
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.8M
|
-$53.4K
|
-1,363
|
-1%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$4.65M
|
+$31.2K
|
+796
|
+0.7%
|
|
|
28
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.43M
|
+$205K
|
+5,220
|
+5%
|
|
|
29
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.21M
|
-$125K
|
-3,178
|
-3%
|
|
|
30
|
GeoWealth Management
Chicago,
Illinois
|
$3.9M
|
+$3.67M
|
+93,711
|
New
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.89M
|
+$975K
|
+24,861
|
+36%
|
|
|
32
|
Cable Hill Partners
Portland,
Oregon
|
$3.8M
|
–
|
–
|
–
|
|
|
33
|
DeDora Capital
Napa,
California
|
$3.12M
|
+$302K
|
+7,692
|
+11%
|
|
|
34
|
Whittier Trust
South Pasadena,
California
|
$2.94M
|
-$108K
|
-2,755
|
-4%
|
|
|
35
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.89M
|
+$868K
|
+22,137
|
+47%
|
|
|
36
|
|
$2.86M
|
+$329K
|
+8,386
|
+14%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.85M
|
-$57K
|
-1,455
|
-2%
|
|
|
38
|
Cetera Advisors
Denver,
Colorado
|
$2.76M
|
+$2.6M
|
+66,403
|
New
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.76M
|
+$41.6K
|
+1,061
|
+2%
|
|
|
40
|
Corundum Group
Colorado Springs,
Colorado
|
$2.63M
|
+$8.55K
|
+218
|
+0.3%
|
|
|
41
|
HighTower Advisors
Chicago,
Illinois
|
$2.59M
|
-$262K
|
-6,694
|
-10%
|
|
|
42
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.51M
|
+$19.8K
|
+504
|
+0.8%
|
|
|
43
|
Lido Advisors
Los Angeles,
California
|
$2.5M
|
+$1.67M
|
+42,570
|
+242%
|
|
|
44
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.44M
|
+$15.8K
|
+404
|
+0.7%
|
|
|
45
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$2.23M
|
+$662K
|
+16,884
|
+46%
|
|
|
46
|
IMPACTfolio
Denver,
Colorado
|
$2.16M
|
-$9.4M
|
-239,805
|
-82%
|
|
|
47
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.15M
|
+$66.5K
|
+1,697
|
+3%
|
|
|
48
|
CGC Financial Services
Lake Oswego,
Oregon
|
$2.13M
|
+$8.55K
|
+218
|
+0.4%
|
|
|
49
|
PFG Investments
Woodbury,
New York
|
$2.01M
|
+$114K
|
+2,913
|
+6%
|
|
|
50
|
Arlington Financial Advisors
Santa Barbara,
California
|
$2.01M
|
+$30.9K
|
+788
|
+2%
|
|
