|
26
|
Perigon Wealth Management
San Francisco,
California
|
$7.57M
|
+$823K
|
+33,150
|
+12%
|
|
|
27
|
D.J. St. Germain
Springfield,
Massachusetts
|
$7.43M
|
+$1.5M
|
+60,339
|
+25%
|
|
|
28
|
Financial Engines Advisors
Santa Clara,
California
|
$7.28M
|
+$2.55M
|
+102,845
|
+54%
|
|
|
29
|
Integris Wealth Management
Monterey,
California
|
$6.9M
|
+$426K
|
+17,147
|
+7%
|
|
|
30
|
Elser Financial Planning
Indianapolis,
Indiana
|
$6.53M
|
+$6.57M
|
+264,543
|
New
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$6.47M
|
+$927K
|
+37,306
|
+17%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.81M
|
+$159K
|
+6,382
|
+3%
|
|
|
33
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.54M
|
-$482K
|
-19,406
|
-8%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.52M
|
-$764K
|
-30,748
|
-12%
|
|
|
35
|
Apella Capital
West Hartford,
Connecticut
|
$5.44M
|
+$426K
|
+17,165
|
+8%
|
|
|
36
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.38M
|
–
|
–
|
–
|
|
|
37
|
Impact Investors
San Francisco,
California
|
$4.73M
|
+$4.76M
|
+191,591
|
New
|
|
|
38
|
Fisher Asset Management
Camas,
Washington
|
$4.67M
|
+$498K
|
+20,029
|
+12%
|
|
|
39
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4.63M
|
+$140K
|
+5,639
|
+3%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.51M
|
+$543K
|
+21,873
|
+14%
|
|
|
41
|
Mather Group
Chicago,
Illinois
|
$4.38M
|
+$511K
|
+20,571
|
+13%
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$4.19M
|
+$111K
|
+4,471
|
+3%
|
|
|
43
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.17M
|
+$141K
|
+5,696
|
+3%
|
|
|
44
|
Colorado Capital Management
Boulder,
Colorado
|
$4.01M
|
+$558K
|
+22,450
|
+16%
|
|
|
45
|
Bear Mountain Capital
Seattle,
Washington
|
$3.87M
|
+$212K
|
+8,515
|
+6%
|
|
|
46
|
|
$3.8M
|
+$81.5K
|
+3,279
|
+2%
|
|
|
47
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.8M
|
+$2.5M
|
+100,809
|
+191%
|
|
|
48
|
Kondo Wealth Advisors
Pasadena,
California
|
$3.72M
|
+$3.74M
|
+150,609
|
New
|
|
|
49
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.64M
|
–
|
–
|
–
|
|
|
50
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$3.48M
|
+$730K
|
+29,391
|
+26%
|
|
