|
26
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.37M
|
-$169K
|
-4,259
|
-4%
|
|
|
27
|
IMPACTfolio
Denver,
Colorado
|
$4.28M
|
+$2.26M
|
+56,882
|
+110%
|
|
|
28
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.1M
|
-$522K
|
-13,152
|
-11%
|
|
|
29
|
Cable Hill Partners
Portland,
Oregon
|
$3.93M
|
+$15.1K
|
+381
|
+0.4%
|
|
|
30
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.8M
|
-$191K
|
-4,817
|
-5%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.59M
|
-$91.1K
|
-2,297
|
-2%
|
|
|
32
|
GeoWealth Management
Chicago,
Illinois
|
$3.42M
|
-$272K
|
-6,853
|
-7%
|
|
|
33
|
DeDora Capital
Napa,
California
|
$3.34M
|
+$390K
|
+9,829
|
+13%
|
|
|
34
|
SageView Advisory Group
Newport Beach,
California
|
$2.8M
|
+$2.82M
|
+71,096
|
New
|
|
|
35
|
|
$2.78M
|
+$83.3K
|
+2,101
|
+3%
|
|
|
36
|
Whittier Trust
South Pasadena,
California
|
$2.71M
|
-$70.2K
|
-1,770
|
-3%
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.64M
|
-$86.8K
|
-2,190
|
-3%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.5M
|
-$112K
|
-2,826
|
-4%
|
|
|
39
|
Corundum Group
Colorado Springs,
Colorado
|
$2.43M
|
-$49.9K
|
-1,258
|
-2%
|
|
|
40
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.42M
|
+$113K
|
+2,846
|
+5%
|
|
|
41
|
HighTower Advisors
Chicago,
Illinois
|
$2.38M
|
-$82.7K
|
-2,085
|
-3%
|
|
|
42
|
Lido Advisors
Los Angeles,
California
|
$2.38M
|
+$8.72K
|
+220
|
+0.4%
|
|
|
43
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.37M
|
-$7.02K
|
-177
|
-0.3%
|
|
|
44
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.35M
|
-$355K
|
-8,961
|
-13%
|
|
|
45
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$2.11M
|
–
|
–
|
–
|
|
|
46
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.06M
|
+$27.6K
|
+695
|
+1%
|
|
|
47
|
Arlington Financial Advisors
Santa Barbara,
California
|
$2.04M
|
+$139K
|
+3,500
|
+7%
|
|
|
48
|
CGC Financial Services
Lake Oswego,
Oregon
|
$2.03M
|
+$15.6K
|
+393
|
+0.8%
|
|
|
49
|
SilverOak Wealth Management
Edina,
Minnesota
|
$2.01M
|
+$258K
|
+6,511
|
+15%
|
|
|
50
|
PFG Investments
Woodbury,
New York
|
$1.87M
|
-$36.4K
|
-918
|
-2%
|
|
