|
26
|
Modera Wealth Management
Westwood,
New Jersey
|
$787K
|
-$120K
|
-11,439
|
-14%
|
|
|
27
|
|
$762K
|
-$61.4K
|
-5,847
|
-8%
|
|
|
28
|
Waypoint Wealth Partners
Mill Valley,
California
|
$736K
|
-$38.5K
|
-3,671
|
-5%
|
|
|
29
|
|
$720K
|
+$680K
|
+64,798
|
New
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$719K
|
+$272K
|
+25,957
|
+68%
|
|
|
31
|
Index Fund Advisors
Irvine,
California
|
$717K
|
+$4.81K
|
+458
|
+0.7%
|
|
|
32
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$706K
|
+$10.5K
|
+1,000
|
+2%
|
|
|
33
|
Silver Oak Advisory Group
Portland,
Oregon
|
$681K
|
+$1.11K
|
+106
|
+0.2%
|
|
|
34
|
D.A. Davidson & Co
Great Falls,
Montana
|
$460K
|
+$61.4K
|
+5,852
|
+16%
|
|
|
35
|
Corient Private Wealth
Miami,
Florida
|
$455K
|
+$2.37K
|
+226
|
+0.6%
|
|
|
36
|
Ariadne Wealth Management
Santa Barbara,
California
|
$429K
|
+$2.79K
|
+266
|
+0.7%
|
|
|
37
|
Private Wealth Management Group
Princeton,
New Jersey
|
$386K
|
+$29.6K
|
+2,822
|
+9%
|
|
|
38
|
NWAM LLC
Mercer Island,
Washington
|
$386K
|
+$364K
|
+34,704
|
New
|
|
|
39
|
|
$295K
|
+$90.2K
|
+8,596
|
+40%
|
|
|
40
|
BetterWealth
San Jose,
California
|
$281K
|
-$2.69K
|
-256
|
-1%
|
|
|
41
|
MB Generational Wealth
Spokane,
Washington
|
$279K
|
-$9.26K
|
-882
|
-3%
|
|
|
42
|
Trillium Asset Management
Boston,
Massachusetts
|
$262K
|
–
|
–
|
–
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$250K
|
-$45.7K
|
-4,351
|
-16%
|
|
|
44
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$245K
|
+$1.72K
|
+164
|
+0.7%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$242K
|
+$102K
|
+9,713
|
+80%
|
|
|
46
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$237K
|
-$86.6K
|
-8,248
|
-28%
|
|
|
47
|
Forum Financial Management
Lombard,
Illinois
|
$220K
|
-$21.5K
|
-2,047
|
-9%
|
|
|
48
|
GTS Securities
Miami,
Florida
|
$212K
|
+$200K
|
+19,063
|
New
|
|
|
49
|
Apella Capital
West Hartford,
Connecticut
|
$162K
|
+$155K
|
+14,755
|
New
|
|
|
50
|
Advisornet Financial
Minnetonka,
Minnesota
|
$142K
|
+$1.07K
|
+102
|
+0.8%
|
|
