|
51
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.56M
|
-$283K
|
-4,380
|
-8%
|
|
|
52
|
Invera Wealth Advisors
Bend,
Oregon
|
$3.35M
|
+$22.1K
|
+342
|
+0.7%
|
|
|
53
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.29M
|
+$162K
|
+2,502
|
+6%
|
|
|
54
|
CGC Financial Services
Lake Oswego,
Oregon
|
$3.13M
|
-$532K
|
-8,217
|
-15%
|
|
|
55
|
EP Wealth Advisors
Torrance,
California
|
$3.13M
|
+$2.91M
|
+45,022
|
New
|
|
|
56
|
Gould Asset Management
Claremont,
California
|
$2.94M
|
-$12.6K
|
-195
|
-0.5%
|
|
|
57
|
MAI Capital Management
Independence,
Ohio
|
$2.85M
|
+$937K
|
+14,478
|
+55%
|
|
|
58
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.82M
|
-$95.8K
|
-1,481
|
-3%
|
|
|
59
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$2.81M
|
-$13K
|
-201
|
-0.5%
|
|
|
60
|
&Partners
Nashville,
Tennessee
|
$2.74M
|
+$59.3K
|
+917
|
+2%
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$2.67M
|
+$184K
|
+2,836
|
+8%
|
|
|
62
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.67M
|
+$112K
|
+1,728
|
+5%
|
|
|
63
|
Perigon Wealth Management
San Francisco,
California
|
$2.66M
|
+$172K
|
+2,658
|
+7%
|
|
|
64
|
Equitable Holdings
New York
|
$2.66M
|
-$183K
|
-2,828
|
-7%
|
|
|
65
|
Kestra Advisory Services
Austin,
Texas
|
$2.66M
|
+$335K
|
+5,184
|
+16%
|
|
|
66
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.65M
|
+$5.24K
|
+81
|
+0.2%
|
|
|
67
|
Bank of New York Mellon
New York
|
$2.61M
|
-$93.1K
|
-1,439
|
-4%
|
|
|
68
|
Values Added Financial
Washington,
District of Columbia
|
$2.58M
|
+$150K
|
+2,319
|
+7%
|
|
|
69
|
Amara Financial
San Francisco,
California
|
$2.57M
|
+$81.7K
|
+1,263
|
+4%
|
|
|
70
|
Skyline Advisors
Bellingham,
Washington
|
$2.51M
|
-$91.9K
|
-1,420
|
-4%
|
|
|
71
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.48M
|
-$197K
|
-3,040
|
-8%
|
|
|
72
|
United Capital Financial Advisors
Irving,
Texas
|
$2.44M
|
-$390K
|
-6,025
|
-15%
|
|
|
73
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.4M
|
+$841
|
+13
|
+0%
|
|
|
74
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$2.35M
|
+$81.5K
|
+1,259
|
+4%
|
|
|
75
|
Ameriprise
Minneapolis,
Minnesota
|
$2.29M
|
+$243K
|
+3,756
|
+13%
|
|
