|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$8.59M
|
+$190K
|
+7,619
|
+2%
|
|
|
27
|
Impact Investors
San Francisco,
California
|
$7.56M
|
+$744K
|
+29,851
|
+11%
|
|
|
28
|
Financial Engines Advisors
Santa Clara,
California
|
$7.08M
|
-$576K
|
-23,106
|
-8%
|
|
|
29
|
Integris Wealth Management
Monterey,
California
|
$6.74M
|
-$349K
|
-13,982
|
-5%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$6.68M
|
+$103K
|
+4,129
|
+2%
|
|
|
31
|
IMPACTfolio
Denver,
Colorado
|
$5.87M
|
+$2.61M
|
+104,754
|
+82%
|
|
|
32
|
Fisher Asset Management
Camas,
Washington
|
$5.71M
|
+$243K
|
+9,729
|
+4%
|
|
|
33
|
Apella Capital
West Hartford,
Connecticut
|
$5.67M
|
+$171K
|
+6,854
|
+3%
|
|
|
34
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$5.15M
|
+$196K
|
+7,862
|
+4%
|
|
|
35
|
Colorado Capital Management
Boulder,
Colorado
|
$5.12M
|
+$346K
|
+13,885
|
+7%
|
|
|
36
|
Northland Capital Management
Virginia,
Minnesota
|
$4.67M
|
-$395K
|
-15,822
|
-8%
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$4.47M
|
+$90.1K
|
+3,612
|
+2%
|
|
|
38
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.1M
|
-$195K
|
-7,813
|
-5%
|
|
|
39
|
Accredited Investors
Edina,
Minnesota
|
$4.09M
|
+$429K
|
+17,218
|
+12%
|
|
|
40
|
Bear Mountain Capital
Seattle,
Washington
|
$3.93M
|
+$178K
|
+7,121
|
+5%
|
|
|
41
|
|
$3.91M
|
-$207K
|
-8,313
|
-5%
|
|
|
42
|
Mather Group
Chicago,
Illinois
|
$3.89M
|
-$770K
|
-30,886
|
-17%
|
|
|
43
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.71M
|
–
|
–
|
–
|
|
|
44
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.67M
|
+$170K
|
+6,833
|
+5%
|
|
|
45
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$3.6M
|
+$52K
|
+2,087
|
+1%
|
|
|
46
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.53M
|
-$287K
|
-11,504
|
-8%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$3.39M
|
-$356K
|
-14,264
|
-10%
|
|
|
48
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.36M
|
+$92.1K
|
+3,695
|
+3%
|
|
|
49
|
Clarity Wealth Development
Corvallis,
Oregon
|
$3.04M
|
+$170K
|
+6,829
|
+6%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.95M
|
+$989K
|
+39,661
|
+51%
|
|
