|
51
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.04M
|
-$1.87K
|
-45
|
-0.1%
|
|
|
52
|
CGC Financial Services
Lake Oswego,
Oregon
|
$2.01M
|
+$40.9K
|
+985
|
+2%
|
|
|
53
|
Rockefeller Capital Management
New York
|
$1.93M
|
-$1.91M
|
-46,000
|
-48%
|
|
|
54
|
HighTower Advisors
Chicago,
Illinois
|
$1.87M
|
+$57.5K
|
+1,386
|
+3%
|
|
|
55
|
SilverOak Wealth Management
Edina,
Minnesota
|
$1.87M
|
+$11.6K
|
+280
|
+0.6%
|
|
|
56
|
WhitTier Trust Company
Reno,
Nevada
|
$1.73M
|
-$5.27K
|
-127
|
-0.3%
|
|
|
57
|
Brio Consultants
San Francisco,
California
|
$1.66M
|
-$44.3K
|
-1,068
|
-2%
|
|
|
58
|
SK Wealth Management
Providence,
Rhode Island
|
$1.63M
|
-$148K
|
-3,558
|
-7%
|
|
|
59
|
SageView Advisory Group
Newport Beach,
California
|
$1.63M
|
-$1.03M
|
-24,778
|
-37%
|
|
|
60
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.62M
|
+$45.5K
|
+1,096
|
+3%
|
|
|
61
|
Lazard Asset Management
New York
|
$1.61M
|
–
|
–
|
–
|
|
|
62
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.59M
|
+$5.73K
|
+138
|
+0.3%
|
|
|
63
|
IMPACTfolio
Denver,
Colorado
|
$1.59M
|
-$330K
|
-7,947
|
-16%
|
|
|
64
|
Vicus Capital
State College,
Pennsylvania
|
$1.52M
|
-$30K
|
-723
|
-2%
|
|
|
65
|
Equitable Holdings
New York
|
$1.49M
|
-$20.4K
|
-492
|
-1%
|
|
|
66
|
XY Planning Network
Bozeman,
Montana
|
$1.46M
|
-$7.72K
|
-186
|
-0.5%
|
|
|
67
|
Westfuller Advisors
New York
|
$1.34M
|
+$48.1K
|
+1,160
|
+3%
|
|
|
68
|
WealthShield Partners
Cary,
North Carolina
|
$1.33M
|
+$7.68K
|
+185
|
+0.5%
|
|
|
69
|
Atria Wealth Solutions
New York
|
$1.28M
|
+$23.6K
|
+568
|
+2%
|
|
|
70
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.21M
|
+$1.31M
|
+31,459
|
New
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
$1.2M
|
-$18.6K
|
-448
|
-1%
|
|
|
72
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.19M
|
+$173K
|
+4,175
|
+15%
|
|
|
73
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.17M
|
+$131K
|
+3,154
|
+12%
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.16M
|
+$1.26M
|
+30,313
|
New
|
|
|
75
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.14M
|
+$1.23M
|
+29,656
|
New
|
|
