|
26
|
Financial Engines Advisors
Santa Clara,
California
|
$7.61M
|
+$234K
|
+9,414
|
+3%
|
|
|
27
|
Integris Wealth Management
Monterey,
California
|
$7.04M
|
+$56K
|
+2,257
|
+0.8%
|
|
|
28
|
Impact Investors
San Francisco,
California
|
$6.76M
|
+$1.96M
|
+78,794
|
+41%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$6.53M
|
-$12.2K
|
-491
|
-0.2%
|
|
|
30
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.97M
|
+$527K
|
+21,230
|
+10%
|
|
|
31
|
Apella Capital
West Hartford,
Connecticut
|
$5.45M
|
-$6.16K
|
-248
|
-0.1%
|
|
|
32
|
Fisher Asset Management
Camas,
Washington
|
$5.43M
|
+$699K
|
+28,178
|
+15%
|
|
|
33
|
Northland Capital Management
Virginia,
Minnesota
|
$5.04M
|
+$1.62M
|
+65,263
|
+48%
|
|
|
34
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4.92M
|
+$230K
|
+9,268
|
+5%
|
|
|
35
|
Colorado Capital Management
Boulder,
Colorado
|
$4.74M
|
+$673K
|
+27,109
|
+17%
|
|
|
36
|
Mather Group
Chicago,
Illinois
|
$4.63M
|
+$203K
|
+8,158
|
+5%
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$4.35M
|
+$109K
|
+4,401
|
+3%
|
|
|
38
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.27M
|
+$50.5K
|
+2,033
|
+1%
|
|
|
39
|
|
$4.09M
|
+$243K
|
+9,797
|
+6%
|
|
|
40
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.79M
|
-$1.8M
|
-72,337
|
-32%
|
|
|
41
|
Bear Mountain Capital
Seattle,
Washington
|
$3.75M
|
-$167K
|
-6,744
|
-4%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$3.72M
|
+$827K
|
+33,328
|
+29%
|
|
|
43
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.68M
|
–
|
–
|
–
|
|
|
44
|
Accredited Investors
Edina,
Minnesota
|
$3.63M
|
+$1.29M
|
+51,793
|
+55%
|
|
|
45
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$3.52M
|
-$3.77K
|
-152
|
-0.1%
|
|
|
46
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.48M
|
+$1.17M
|
+46,948
|
+51%
|
|
|
47
|
Kondo Wealth Advisors
Pasadena,
California
|
$3.33M
|
-$429K
|
-17,299
|
-11%
|
|
|
48
|
Fortis Capital Management
Bellevue,
Washington
|
$3.24M
|
+$1.53M
|
+61,811
|
+91%
|
|
|
49
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.24M
|
+$154K
|
+6,199
|
+5%
|
|
|
50
|
IMPACTfolio
Denver,
Colorado
|
$3.21M
|
+$335K
|
+13,501
|
+12%
|
|
