|
51
|
Arlington Financial Advisors
Santa Barbara,
California
|
$2.46M
|
-$83.4K
|
-1,785
|
-3%
|
|
|
52
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$2.32M
|
-$22K
|
-471
|
-0.9%
|
|
|
53
|
XY Planning Network
Bozeman,
Montana
|
$2.3M
|
+$59.9K
|
+1,282
|
+3%
|
|
|
54
|
IMPACTfolio
Denver,
Colorado
|
$2.06M
|
+$24.6K
|
+526
|
+1%
|
|
|
55
|
Corundum Group
Colorado Springs,
Colorado
|
$2.04M
|
-$36.8K
|
-787
|
-2%
|
|
|
56
|
Whittier Trust
South Pasadena,
California
|
$1.95M
|
-$502K
|
-10,748
|
-20%
|
|
|
57
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.9M
|
-$224K
|
-4,806
|
-10%
|
|
|
58
|
Lazard Asset Management
New York
|
$1.89M
|
–
|
–
|
–
|
|
|
59
|
SageView Advisory Group
Newport Beach,
California
|
$1.83M
|
-$17K
|
-363
|
-0.9%
|
|
|
60
|
Xena Financial Planning
Portland,
Oregon
|
$1.82M
|
+$427K
|
+9,146
|
+29%
|
|
|
61
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.79M
|
-$274K
|
-5,873
|
-13%
|
|
|
62
|
WhitTier Trust Company
Reno,
Nevada
|
$1.78M
|
-$75.7K
|
-1,621
|
-4%
|
|
|
63
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.76M
|
-$133K
|
-2,856
|
-7%
|
|
|
64
|
Westfuller Advisors
New York
|
$1.65M
|
+$1.17K
|
+25
|
+0.1%
|
|
|
65
|
HM Payson & Co
Portland,
Maine
|
$1.59M
|
+$1.4M
|
+30,039
|
+561%
|
|
|
66
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.49M
|
-$63M
|
-1,349,483
|
-98%
|
|
|
67
|
WealthShield Partners
Cary,
North Carolina
|
$1.47M
|
+$104K
|
+2,231
|
+7%
|
|
|
68
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.46M
|
-$57.6K
|
-1,234
|
-4%
|
|
|
69
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.46M
|
-$10.5K
|
-225
|
-0.7%
|
|
|
70
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.45M
|
–
|
–
|
–
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$1.44M
|
+$414K
|
+8,872
|
+38%
|
|
|
72
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.4M
|
+$83.7K
|
+1,792
|
+6%
|
|
|
73
|
HighTower Advisors
Chicago,
Illinois
|
$1.39M
|
+$59K
|
+1,264
|
+4%
|
|
|
74
|
Brio Consultants
San Francisco,
California
|
$1.32M
|
+$356K
|
+7,616
|
+40%
|
|
|
75
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$1.27M
|
+$118K
|
+2,519
|
+10%
|
|
