|
51
|
|
$2.54M
|
-$216K
|
-8,898
|
-8%
|
|
|
52
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.5M
|
+$1.35M
|
+55,696
|
+116%
|
|
|
53
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.45M
|
-$621K
|
-25,604
|
-20%
|
|
|
54
|
Advisory Services Network
Atlanta,
Georgia
|
$2.42M
|
-$1.28M
|
-52,638
|
-34%
|
|
|
55
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.39M
|
-$756K
|
-31,148
|
-24%
|
|
|
56
|
IMPACTfolio
Denver,
Colorado
|
$2.31M
|
+$119K
|
+4,895
|
+5%
|
|
|
57
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2.23M
|
+$1.19M
|
+48,891
|
+112%
|
|
|
58
|
Harbour Investments
Madison,
Wisconsin
|
$2.14M
|
+$2.16M
|
+88,901
|
New
|
|
|
59
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.84M
|
-$1.17M
|
-48,214
|
-39%
|
|
|
60
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.84M
|
+$81.8K
|
+3,374
|
+5%
|
|
|
61
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.81M
|
-$170K
|
-7,000
|
-9%
|
|
|
62
|
Whittier Trust
South Pasadena,
California
|
$1.8M
|
-$153K
|
-6,319
|
-8%
|
|
|
63
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1.74M
|
+$168K
|
+6,932
|
+11%
|
|
|
64
|
Stifel Financial
St. Louis,
Missouri
|
$1.74M
|
+$220K
|
+9,064
|
+14%
|
|
|
65
|
Old Mission Capital
Chicago,
Illinois
|
$1.65M
|
+$1.66M
|
+68,605
|
New
|
|
|
66
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.6M
|
-$40.2K
|
-1,659
|
-2%
|
|
|
67
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.6M
|
-$40.2K
|
-1,659
|
-2%
|
|
|
68
|
UMB Bank
Kansas City,
Missouri
|
$1.51M
|
+$178K
|
+7,321
|
+13%
|
|
|
69
|
Opal Wealth Advisors
Jericho,
New York
|
$1.5M
|
+$386K
|
+15,908
|
+34%
|
|
|
70
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.48M
|
+$55.9K
|
+2,303
|
+4%
|
|
|
71
|
Parkside Advisors
Berkeley,
California
|
$1.45M
|
-$4.32K
|
-178
|
-0.3%
|
|
|
72
|
Empirical Wealth Management
Seattle,
Washington
|
$1.45M
|
+$52.9K
|
+2,179
|
+4%
|
|
|
73
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.35M
|
+$343K
|
+14,160
|
+34%
|
|
|
74
|
Buffington Mohr McNeal
Boise,
Idaho
|
$1.32M
|
–
|
–
|
–
|
|
|
75
|
Omega Financial Group
Santa Barbara,
California
|
$1.3M
|
+$752K
|
+31,013
|
+135%
|
|
