|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.12M
|
-$336K
|
-13,799
|
-5%
|
|
|
27
|
Elser Financial Planning
Indianapolis,
Indiana
|
$6.04M
|
+$6.01M
|
+246,553
|
New
|
|
|
28
|
Perigon Wealth Management
San Francisco,
California
|
$5.91M
|
+$120K
|
+4,906
|
+2%
|
|
|
29
|
D.J. St. Germain
Springfield,
Massachusetts
|
$5.68M
|
+$273K
|
+11,195
|
+5%
|
|
|
30
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.41M
|
–
|
–
|
–
|
|
|
31
|
Mather Group
Chicago,
Illinois
|
$5.39M
|
+$979K
|
+40,172
|
+22%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$5.37M
|
+$53.6K
|
+2,198
|
+1%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.27M
|
-$123K
|
-5,047
|
-2%
|
|
|
34
|
Apella Capital
West Hartford,
Connecticut
|
$5.02M
|
+$32.5K
|
+1,335
|
+0.7%
|
|
|
35
|
Financial Engines Advisors
Santa Clara,
California
|
$4.69M
|
+$454K
|
+18,640
|
+11%
|
|
|
36
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4.35M
|
-$91.9K
|
-3,771
|
-2%
|
|
|
37
|
Fisher Asset Management
Camas,
Washington
|
$4.1M
|
+$377K
|
+15,484
|
+10%
|
|
|
38
|
|
$4.02M
|
-$82.7K
|
-3,393
|
-2%
|
|
|
39
|
Harbour Investments
Madison,
Wisconsin
|
$3.84M
|
+$209K
|
+8,588
|
+6%
|
|
|
40
|
Arlington Financial Advisors
Santa Barbara,
California
|
$3.81M
|
+$412K
|
+16,895
|
+12%
|
|
|
41
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.61M
|
–
|
–
|
–
|
|
|
42
|
Bear Mountain Capital
Seattle,
Washington
|
$3.58M
|
+$156K
|
+6,396
|
+5%
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.48M
|
-$10.9K
|
-448
|
-0.3%
|
|
|
44
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.37M
|
+$88.1K
|
+3,615
|
+3%
|
|
|
45
|
Colorado Capital Management
Boulder,
Colorado
|
$3.36M
|
+$376K
|
+15,436
|
+13%
|
|
|
46
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.73M
|
+$455K
|
+18,655
|
+20%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$2.72M
|
-$205K
|
-8,414
|
-7%
|
|
|
48
|
IMPACTfolio
Denver,
Colorado
|
$2.65M
|
+$237K
|
+9,716
|
+10%
|
|
|
49
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.64M
|
+$200K
|
+8,208
|
+8%
|
|
|
50
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$2.41M
|
-$12.7K
|
-520
|
-0.5%
|
|
