|
51
|
Whittier Trust
South Pasadena,
California
|
$2.49M
|
-$112K
|
-2,520
|
-4%
|
|
|
52
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.47M
|
-$438K
|
-9,831
|
-15%
|
|
|
53
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$2.32M
|
+$48.3K
|
+1,083
|
+2%
|
|
|
54
|
XY Planning Network
Bozeman,
Montana
|
$2.2M
|
+$139K
|
+3,125
|
+7%
|
|
|
55
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.09M
|
-$235K
|
-5,262
|
-10%
|
|
|
56
|
Corundum Group
Colorado Springs,
Colorado
|
$2.06M
|
-$514K
|
-11,530
|
-20%
|
|
|
57
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.02M
|
-$83K
|
-1,862
|
-4%
|
|
|
58
|
IMPACTfolio
Denver,
Colorado
|
$2.01M
|
+$94.9K
|
+2,128
|
+5%
|
|
|
59
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.89M
|
+$4.86K
|
+109
|
+0.3%
|
|
|
60
|
WhitTier Trust Company
Reno,
Nevada
|
$1.89M
|
-$206K
|
-4,624
|
-10%
|
|
|
61
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.87M
|
-$3.17K
|
-71
|
-0.2%
|
|
|
62
|
Lazard Asset Management
New York
|
$1.87M
|
–
|
–
|
–
|
|
|
63
|
SageView Advisory Group
Newport Beach,
California
|
$1.83M
|
+$4.64K
|
+104
|
+0.3%
|
|
|
64
|
Westfuller Advisors
New York
|
$1.64M
|
+$16.5K
|
+371
|
+1%
|
|
|
65
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.5M
|
+$64.1K
|
+1,437
|
+4%
|
|
|
66
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.49M
|
-$67.1K
|
-1,506
|
-4%
|
|
|
67
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.46M
|
+$48.5K
|
+1,088
|
+3%
|
|
|
68
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.44M
|
-$164K
|
-3,678
|
-10%
|
|
|
69
|
Xena Financial Planning
Portland,
Oregon
|
$1.4M
|
+$1.4M
|
+31,350
|
New
|
|
|
70
|
WealthShield Partners
Cary,
North Carolina
|
$1.35M
|
+$2.54K
|
+57
|
+0.2%
|
|
|
71
|
HighTower Advisors
Chicago,
Illinois
|
$1.32M
|
-$26.3K
|
-590
|
-2%
|
|
|
72
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.31M
|
-$78.2K
|
-1,753
|
-6%
|
|
|
73
|
Equitable Holdings
New York
|
$1.25M
|
-$107K
|
-2,393
|
-8%
|
|
|
74
|
Harbour Investments
Madison,
Wisconsin
|
$1.22M
|
-$124K
|
-2,788
|
-9%
|
|
|
75
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.21M
|
+$92.2K
|
+2,068
|
+8%
|
|
