|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$8.73M
|
+$84.8K
|
+3,368
|
+1%
|
|
|
27
|
Financial Engines Advisors
Santa Clara,
California
|
$7.66M
|
+$536K
|
+21,294
|
+8%
|
|
|
28
|
Integris Wealth Management
Monterey,
California
|
$6.86M
|
+$90.8K
|
+3,605
|
+1%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$6.56M
|
-$161K
|
-6,396
|
-2%
|
|
|
30
|
Fisher Asset Management
Camas,
Washington
|
$6.11M
|
+$367K
|
+14,591
|
+6%
|
|
|
31
|
Apella Capital
West Hartford,
Connecticut
|
$5.95M
|
+$203K
|
+8,057
|
+4%
|
|
|
32
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$5.55M
|
+$368K
|
+14,595
|
+7%
|
|
|
33
|
Colorado Capital Management
Boulder,
Colorado
|
$5.38M
|
+$223K
|
+8,859
|
+4%
|
|
|
34
|
Northland Capital Management
Virginia,
Minnesota
|
$4.71M
|
+$14.1K
|
+558
|
+0.3%
|
|
|
35
|
Harbour Investments
Madison,
Wisconsin
|
$4.56M
|
+$67.7K
|
+2,687
|
+2%
|
|
|
36
|
Raffa Wealth Management
Washington,
District of Columbia
|
$4.43M
|
+$732K
|
+29,049
|
+20%
|
|
|
37
|
Impact Investors
San Francisco,
California
|
$4.41M
|
-$3.17M
|
-125,849
|
-42%
|
|
|
38
|
Accredited Investors
Edina,
Minnesota
|
$4.36M
|
+$242K
|
+9,602
|
+6%
|
|
|
39
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.16M
|
+$29.3K
|
+1,165
|
+0.7%
|
|
|
40
|
Mather Group
Chicago,
Illinois
|
$4.12M
|
+$204K
|
+8,103
|
+5%
|
|
|
41
|
|
$4.02M
|
+$87.8K
|
+3,488
|
+2%
|
|
|
42
|
Bear Mountain Capital
Seattle,
Washington
|
$3.74M
|
-$236K
|
-9,361
|
-6%
|
|
|
43
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.73M
|
–
|
–
|
–
|
|
|
44
|
IMPACTfolio
Denver,
Colorado
|
$3.7M
|
-$2.19M
|
-86,936
|
-37%
|
|
|
45
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$3.59M
|
-$31.4K
|
-1,245
|
-0.9%
|
|
|
46
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.59M
|
+$209K
|
+8,305
|
+6%
|
|
|
47
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.45M
|
-$99.3K
|
-3,944
|
-3%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$3.31M
|
-$100K
|
-3,971
|
-3%
|
|
|
49
|
One Capital Management
Westlake Village,
California
|
$3.11M
|
+$230K
|
+9,143
|
+8%
|
|
|
50
|
Clarity Wealth Development
Corvallis,
Oregon
|
$3.05M
|
-$10.5K
|
-416
|
-0.3%
|
|
