|
26
|
Integris Wealth Management
Monterey,
California
|
$6.24M
|
-$49K
|
-2,005
|
-0.8%
|
|
|
27
|
Perigon Wealth Management
San Francisco,
California
|
$5.79M
|
-$141K
|
-5,784
|
-2%
|
|
|
28
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.41M
|
-$176K
|
-7,183
|
-3%
|
|
|
29
|
D.J. St. Germain
Springfield,
Massachusetts
|
$5.41M
|
+$431K
|
+17,636
|
+9%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.39M
|
+$135K
|
+5,538
|
+3%
|
|
|
31
|
Northern Trust
Chicago,
Illinois
|
$5.34M
|
+$2.77M
|
+113,403
|
+108%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$5.31M
|
-$1.21M
|
-49,448
|
-19%
|
|
|
33
|
Apella Capital
West Hartford,
Connecticut
|
$4.96M
|
+$595K
|
+24,343
|
+14%
|
|
|
34
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4.44M
|
+$259K
|
+10,579
|
+6%
|
|
|
35
|
Mather Group
Chicago,
Illinois
|
$4.41M
|
+$5.72K
|
+234
|
+0.1%
|
|
|
36
|
Financial Engines Advisors
Santa Clara,
California
|
$4.23M
|
+$422K
|
+17,281
|
+11%
|
|
|
37
|
|
$4.1M
|
+$418K
|
+17,102
|
+11%
|
|
|
38
|
Fisher Asset Management
Camas,
Washington
|
$3.72M
|
+$332K
|
+13,594
|
+10%
|
|
|
39
|
Harbour Investments
Madison,
Wisconsin
|
$3.63M
|
+$149K
|
+6,108
|
+4%
|
|
|
40
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.61M
|
-$8.23K
|
-337
|
-0.2%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.49M
|
-$4.43M
|
-181,108
|
-56%
|
|
|
42
|
Arlington Financial Advisors
Santa Barbara,
California
|
$3.4M
|
+$250K
|
+10,238
|
+8%
|
|
|
43
|
Bear Mountain Capital
Seattle,
Washington
|
$3.36M
|
-$30.8K
|
-1,260
|
-0.9%
|
|
|
44
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.28M
|
+$174K
|
+7,130
|
+6%
|
|
|
45
|
HSBC Holdings
London,
United Kingdom
|
$3.22M
|
-$489K
|
-20,000
|
-13%
|
|
|
46
|
Colorado Capital Management
Boulder,
Colorado
|
$2.98M
|
+$801K
|
+32,778
|
+37%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$2.93M
|
+$1.25M
|
+50,980
|
+74%
|
|
|
48
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.57M
|
-$636K
|
-26,028
|
-20%
|
|
|
49
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.44M
|
+$44.4K
|
+1,815
|
+2%
|
|
|
50
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$2.42M
|
-$59.4K
|
-2,430
|
-2%
|
|
