|
26
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.62M
|
+$729K
|
+30,332
|
+18%
|
|
|
27
|
HSBC Holdings
London,
United Kingdom
|
$4.5M
|
–
|
–
|
–
|
|
|
28
|
Clarius Group LLC
Seattle,
Washington
|
$4.42M
|
–
|
–
|
–
|
|
|
29
|
IMPACTfolio
Denver,
Colorado
|
$4.34M
|
+$2.13M
|
+88,680
|
+92%
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.07M
|
-$537K
|
-22,342
|
-11%
|
|
|
31
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.04M
|
+$220K
|
+9,137
|
+6%
|
|
|
32
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.02M
|
+$615K
|
+25,578
|
+18%
|
|
|
33
|
Savant Capital
Rockford,
Illinois
|
$3.98M
|
+$55.7K
|
+2,316
|
+1%
|
|
|
34
|
Eastern Bank
Boston,
Massachusetts
|
$3.86M
|
+$83K
|
+3,452
|
+2%
|
|
|
35
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$3.78M
|
+$194K
|
+8,052
|
+5%
|
|
|
36
|
One Capital Management
Westlake Village,
California
|
$3.74M
|
+$72K
|
+2,993
|
+2%
|
|
|
37
|
Apella Capital
West Hartford,
Connecticut
|
$3.74M
|
+$114K
|
+4,744
|
+3%
|
|
|
38
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.51M
|
-$301K
|
-12,497
|
-8%
|
|
|
39
|
Allworth Financial
Folsom,
California
|
$3.4M
|
-$375K
|
-15,573
|
-10%
|
|
|
40
|
Arlington Financial Advisors
Santa Barbara,
California
|
$3.3M
|
-$57.9K
|
-2,407
|
-2%
|
|
|
41
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.07M
|
+$455K
|
+18,908
|
+17%
|
|
|
42
|
|
$3.04M
|
-$6.47M
|
-268,894
|
-68%
|
|
|
43
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.96M
|
–
|
–
|
–
|
|
|
44
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.79M
|
+$36.7K
|
+1,524
|
+1%
|
|
|
45
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.72M
|
+$289K
|
+12,007
|
+12%
|
|
|
46
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.7M
|
-$55.1K
|
-2,293
|
-2%
|
|
|
47
|
Payden & Rygel
Los Angeles,
California
|
$2.6M
|
–
|
–
|
–
|
|
|
48
|
Main Management
San Francisco,
California
|
$2.59M
|
–
|
–
|
–
|
|
|
49
|
|
$2.54M
|
–
|
–
|
–
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.49M
|
-$68.6K
|
-2,851
|
-3%
|
|
