|
51
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.72M
|
-$50.2K
|
-868
|
-2%
|
|
|
52
|
Highland Financial Advisors
Wayne,
New Jersey
|
$2.66M
|
+$298K
|
+5,152
|
+12%
|
|
|
53
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.64M
|
-$2.77M
|
-47,883
|
-50%
|
|
|
54
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.53M
|
+$2.65M
|
+45,746
|
New
|
|
|
55
|
Opes Wealth Management
Menlo Park,
California
|
$2.5M
|
–
|
–
|
–
|
|
|
56
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.47M
|
-$327K
|
-5,652
|
-11%
|
|
|
57
|
Equitable Holdings
New York
|
$2.37M
|
-$25.5K
|
-440
|
-1%
|
|
|
58
|
Gould Asset Management
Claremont,
California
|
$2.35M
|
+$91.4K
|
+1,580
|
+4%
|
|
|
59
|
United Capital Financial Advisors
Irving,
Texas
|
$2.27M
|
-$12K
|
-207
|
-0.5%
|
|
|
60
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$2.25M
|
-$110K
|
-1,899
|
-4%
|
|
|
61
|
Bank of New York Mellon
New York
|
$2.15M
|
+$338K
|
+5,834
|
+18%
|
|
|
62
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.14M
|
-$13.8K
|
-239
|
-0.6%
|
|
|
63
|
&Partners
Nashville,
Tennessee
|
$2.12M
|
+$843K
|
+14,565
|
+61%
|
|
|
64
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.1M
|
-$69.1K
|
-1,195
|
-3%
|
|
|
65
|
Skyline Advisors
Bellingham,
Washington
|
$2.08M
|
+$155K
|
+2,674
|
+8%
|
|
|
66
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.03M
|
+$681K
|
+11,776
|
+47%
|
|
|
67
|
Amara Financial
San Francisco,
California
|
$1.97M
|
+$530K
|
+9,160
|
+35%
|
|
|
68
|
Perigon Wealth Management
San Francisco,
California
|
$1.97M
|
+$181K
|
+3,133
|
+10%
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
$1.97M
|
-$166K
|
-2,869
|
-7%
|
|
|
70
|
Values Added Financial
Washington,
District of Columbia
|
$1.93M
|
+$422K
|
+7,293
|
+26%
|
|
|
71
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.9M
|
+$868
|
+15
|
+0%
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$1.83M
|
+$238K
|
+4,121
|
+14%
|
|
|
73
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$1.8M
|
+$15.7K
|
+271
|
+0.8%
|
|
|
74
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.71M
|
+$10.2K
|
+176
|
+0.6%
|
|
|
75
|
SigFig Wealth Management
San Francisco,
California
|
$1.63M
|
-$37.1M
|
-640,667
|
-96%
|
|
