|
26
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.52M
|
-$358K
|
-14,166
|
-4%
|
|
|
27
|
Destination Wealth Management
Walnut Creek,
California
|
$8.97M
|
+$264K
|
+10,469
|
+3%
|
|
|
28
|
Financial Engines Advisors
Santa Clara,
California
|
$8.52M
|
+$882K
|
+34,897
|
+12%
|
|
|
29
|
Integris Wealth Management
Monterey,
California
|
$6.92M
|
+$71.8K
|
+2,844
|
+1%
|
|
|
30
|
Raffa Wealth Management
Washington,
District of Columbia
|
$6.73M
|
+$2.32M
|
+91,884
|
+53%
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$6.63M
|
+$97.4K
|
+3,856
|
+1%
|
|
|
32
|
Apella Capital
West Hartford,
Connecticut
|
$6.56M
|
+$641K
|
+25,390
|
+11%
|
|
|
33
|
Fisher Asset Management
Camas,
Washington
|
$6.55M
|
+$452K
|
+17,902
|
+7%
|
|
|
34
|
Colorado Capital Management
Boulder,
Colorado
|
$6.18M
|
+$821K
|
+32,488
|
+15%
|
|
|
35
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$6.15M
|
+$619K
|
+24,492
|
+11%
|
|
|
36
|
Impact Investors
San Francisco,
California
|
$5.33M
|
+$925K
|
+36,599
|
+21%
|
|
|
37
|
Accredited Investors
Edina,
Minnesota
|
$4.97M
|
+$627K
|
+24,822
|
+14%
|
|
|
38
|
Northland Capital Management
Virginia,
Minnesota
|
$4.87M
|
+$169K
|
+6,690
|
+4%
|
|
|
39
|
Mather Group
Chicago,
Illinois
|
$4.58M
|
+$475K
|
+18,801
|
+12%
|
|
|
40
|
|
$4.24M
|
+$239K
|
+9,464
|
+6%
|
|
|
41
|
IMPACTfolio
Denver,
Colorado
|
$4.2M
|
+$511K
|
+20,224
|
+14%
|
|
|
42
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.04M
|
-$106K
|
-4,177
|
-3%
|
|
|
43
|
Bear Mountain Capital
Seattle,
Washington
|
$3.77M
|
+$50K
|
+1,980
|
+1%
|
|
|
44
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.72M
|
–
|
–
|
–
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$3.68M
|
-$867K
|
-34,307
|
-19%
|
|
|
46
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.64M
|
+$69.2K
|
+2,739
|
+2%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$3.61M
|
+$307K
|
+12,161
|
+9%
|
|
|
48
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$3.46M
|
-$121K
|
-4,791
|
-3%
|
|
|
49
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.33M
|
+$487K
|
+19,272
|
+17%
|
|
|
50
|
Clarity Wealth Development
Corvallis,
Oregon
|
$3.21M
|
+$172K
|
+6,826
|
+6%
|
|
