|
51
|
CGC Financial Services
Lake Oswego,
Oregon
|
$2.15M
|
-$17.4K
|
-398
|
-0.8%
|
|
|
52
|
SK Wealth Management
Providence,
Rhode Island
|
$2.11M
|
–
|
–
|
–
|
|
|
53
|
IMPACTfolio
Denver,
Colorado
|
$2.07M
|
-$2.56M
|
-58,522
|
-54%
|
|
|
54
|
Mariner
Overland Park,
Kansas
|
$2.03M
|
+$127K
|
+2,912
|
+6%
|
|
|
55
|
SilverOak Wealth Management
Edina,
Minnesota
|
$2.03M
|
+$8.08K
|
+185
|
+0.4%
|
|
|
56
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.02M
|
+$2.11M
|
+48,304
|
New
|
|
|
57
|
HighTower Advisors
Chicago,
Illinois
|
$1.99M
|
-$486K
|
-11,129
|
-19%
|
|
|
58
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$1.91M
|
+$1.99M
|
+45,569
|
New
|
|
|
59
|
WhitTier Trust Company
Reno,
Nevada
|
$1.89M
|
+$312K
|
+7,141
|
+19%
|
|
|
60
|
Brio Consultants
San Francisco,
California
|
$1.85M
|
+$198K
|
+4,531
|
+11%
|
|
|
61
|
Lazard Asset Management
New York
|
$1.75M
|
-$60.6K
|
-1,388
|
-3%
|
|
|
62
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.73M
|
+$82.8K
|
+1,896
|
+5%
|
|
|
63
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.73M
|
+$10.1K
|
+231
|
+0.6%
|
|
|
64
|
Vicus Capital
State College,
Pennsylvania
|
$1.69M
|
-$14.3K
|
-328
|
-0.8%
|
|
|
65
|
Equitable Holdings
New York
|
$1.64M
|
-$226K
|
-5,178
|
-12%
|
|
|
66
|
XY Planning Network
Bozeman,
Montana
|
$1.6M
|
+$1.67M
|
+38,265
|
New
|
|
|
67
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.46M
|
-$428K
|
-9,794
|
-22%
|
|
|
68
|
WealthShield Partners
Cary,
North Carolina
|
$1.45M
|
+$50.5K
|
+1,156
|
+3%
|
|
|
69
|
Westfuller Advisors
New York
|
$1.42M
|
+$17.6K
|
+404
|
+1%
|
|
|
70
|
Atria Wealth Solutions
New York
|
$1.37M
|
+$169K
|
+3,867
|
+13%
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
$1.33M
|
+$5.07K
|
+116
|
+0.4%
|
|
|
72
|
Lido Advisors
Los Angeles,
California
|
$1.26M
|
-$621K
|
-14,222
|
-32%
|
|
|
73
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.16M
|
-$325K
|
-7,449
|
-21%
|
|
|
74
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.14M
|
+$46.3K
|
+1,060
|
+4%
|
|
|
75
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.13M
|
+$58.9K
|
+1,350
|
+5%
|
|
