|
51
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.39M
|
-$11.2K
|
-467
|
-0.5%
|
|
|
52
|
IMPACTfolio
Denver,
Colorado
|
$2.29M
|
-$52.2K
|
-2,176
|
-2%
|
|
|
53
|
Colorado Capital Management
Boulder,
Colorado
|
$2.18M
|
+$1.4M
|
+58,604
|
+192%
|
|
|
54
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2.13M
|
-$40.6K
|
-1,696
|
-2%
|
|
|
55
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.12M
|
-$260K
|
-10,852
|
-11%
|
|
|
56
|
|
$2.12M
|
+$2.08M
|
+86,736
|
New
|
|
|
57
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$2.07M
|
-$86.2K
|
-3,598
|
-4%
|
|
|
58
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.06M
|
-$38.8K
|
-1,618
|
-2%
|
|
|
59
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.06M
|
+$20.9K
|
+874
|
+1%
|
|
|
60
|
HighTower Advisors
Chicago,
Illinois
|
$2.05M
|
-$2.33K
|
-97
|
-0.1%
|
|
|
61
|
Payden & Rygel
Los Angeles,
California
|
$2.03M
|
–
|
–
|
–
|
|
|
62
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.02M
|
-$190K
|
-7,938
|
-9%
|
|
|
63
|
Franklin Resources
San Mateo,
California
|
$1.97M
|
+$1.86M
|
+77,734
|
+2,910%
|
|
|
64
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.96M
|
-$66.9K
|
-2,792
|
-3%
|
|
|
65
|
Accredited Investors
Edina,
Minnesota
|
$1.96M
|
-$37.6K
|
-1,569
|
-2%
|
|
|
66
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$1.93M
|
+$606K
|
+25,305
|
+47%
|
|
|
67
|
Empirical Wealth Management
Seattle,
Washington
|
$1.91M
|
+$46.3K
|
+1,933
|
+3%
|
|
|
68
|
Central Trust Company
Jefferson City,
Missouri
|
$1.9M
|
-$17.6K
|
-736
|
-0.9%
|
|
|
69
|
Brio Consultants
San Francisco,
California
|
$1.89M
|
+$224K
|
+9,351
|
+14%
|
|
|
70
|
Omega Financial Group
Santa Barbara,
California
|
$1.85M
|
+$70.9K
|
+2,958
|
+4%
|
|
|
71
|
SageView Advisory Group
Newport Beach,
California
|
$1.72M
|
-$1.42M
|
-59,339
|
Closed
|
|
|
72
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.7M
|
-$623K
|
-25,998
|
-27%
|
|
|
73
|
Fortis Capital Management
Bellevue,
Washington
|
$1.69M
|
-$7.38K
|
-308
|
-0.4%
|
|
|
74
|
Regatta Capital Group
El Segundo,
California
|
$1.69M
|
+$139K
|
+5,803
|
+9%
|
|
|
75
|
Corient Private Wealth
Miami,
Florida
|
$1.68M
|
-$49.9K
|
-2,082
|
-3%
|
|
