|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$9.05M
|
+$143K
|
+5,690
|
+2%
|
|
|
27
|
|
$8.85M
|
-$1.07M
|
-42,568
|
-11%
|
|
|
28
|
Financial Engines Advisors
Santa Clara,
California
|
$8.21M
|
-$246K
|
-9,776
|
-3%
|
|
|
29
|
Integris Wealth Management
Monterey,
California
|
$7.13M
|
+$266K
|
+10,554
|
+4%
|
|
|
30
|
Apella Capital
West Hartford,
Connecticut
|
$7.08M
|
+$537K
|
+21,294
|
+8%
|
|
|
31
|
Fisher Asset Management
Camas,
Washington
|
$6.96M
|
+$459K
|
+18,224
|
+7%
|
|
|
32
|
Elser Financial Planning
Indianapolis,
Indiana
|
$6.8M
|
+$6.87M
|
+272,382
|
New
|
|
|
33
|
Raffa Wealth Management
Washington,
District of Columbia
|
$6.5M
|
-$192K
|
-7,628
|
-3%
|
|
|
34
|
Colorado Capital Management
Boulder,
Colorado
|
$6.45M
|
+$312K
|
+12,376
|
+5%
|
|
|
35
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$6.36M
|
+$258K
|
+10,241
|
+4%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$6.26M
|
-$335K
|
-13,297
|
-5%
|
|
|
37
|
Impact Investors
San Francisco,
California
|
$6.08M
|
+$791K
|
+31,386
|
+15%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.83M
|
+$2.85M
|
+113,040
|
+142%
|
|
|
39
|
Mather Group
Chicago,
Illinois
|
$4.77M
|
+$221K
|
+8,754
|
+5%
|
|
|
40
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.47M
|
+$466K
|
+18,478
|
+12%
|
|
|
41
|
IMPACTfolio
Denver,
Colorado
|
$4.43M
|
+$261K
|
+10,360
|
+6%
|
|
|
42
|
|
$4.37M
|
+$147K
|
+5,814
|
+3%
|
|
|
43
|
Accredited Investors
Edina,
Minnesota
|
$3.93M
|
-$1.01M
|
-39,982
|
-20%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.87M
|
+$2.98M
|
+118,124
|
+326%
|
|
|
45
|
Bear Mountain Capital
Seattle,
Washington
|
$3.87M
|
+$112K
|
+4,440
|
+3%
|
|
|
46
|
Brio Consultants
San Francisco,
California
|
$3.72M
|
+$555K
|
+22,011
|
+17%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$3.7M
|
+$119K
|
+4,726
|
+3%
|
|
|
48
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.69M
|
–
|
–
|
–
|
|
|
49
|
Harbour Investments
Madison,
Wisconsin
|
$3.58M
|
-$75.8K
|
-3,007
|
-2%
|
|
|
50
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.53M
|
+$228K
|
+9,058
|
+7%
|
|
