|
51
|
IMPACTfolio
Denver,
Colorado
|
$2.42M
|
+$127K
|
+5,192
|
+6%
|
|
|
52
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.27M
|
+$144K
|
+5,897
|
+7%
|
|
|
53
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2.24M
|
+$106K
|
+4,342
|
+5%
|
|
|
54
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.07M
|
+$11.3K
|
+464
|
+0.6%
|
|
|
55
|
Payden & Rygel
Los Angeles,
California
|
$2.03M
|
–
|
–
|
–
|
|
|
56
|
Payden & Rygel Investment Group
Los Angeles,
California
|
$2.03M
|
+$2.02M
|
+82,849
|
New
|
|
|
57
|
HighTower Advisors
Chicago,
Illinois
|
$2M
|
-$51.1K
|
-2,091
|
-2%
|
|
|
58
|
Franklin Resources
San Mateo,
California
|
$1.98M
|
+$10.9K
|
+446
|
+0.6%
|
|
|
59
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.96M
|
-$122
|
-5
|
-0%
|
|
|
60
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$1.95M
|
-$116K
|
-4,760
|
-6%
|
|
|
61
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.95M
|
+$1.17M
|
+47,857
|
+151%
|
|
|
62
|
Plum Street Advisors
New Orleans,
Louisiana
|
$1.92M
|
+$401K
|
+16,423
|
+27%
|
|
|
63
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$1.92M
|
-$7.94K
|
-325
|
-0.4%
|
|
|
64
|
Empirical Wealth Management
Seattle,
Washington
|
$1.9M
|
-$13.4K
|
-547
|
-0.7%
|
|
|
65
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.89M
|
-$126K
|
-5,148
|
-6%
|
|
|
66
|
Brio Consultants
San Francisco,
California
|
$1.89M
|
-$3.35K
|
-137
|
-0.2%
|
|
|
67
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.8M
|
+$1.82M
|
+74,516
|
New
|
|
|
68
|
Regatta Capital Group
El Segundo,
California
|
$1.8M
|
+$113K
|
+4,642
|
+7%
|
|
|
69
|
Accredited Investors
Edina,
Minnesota
|
$1.78M
|
-$175K
|
-7,141
|
-9%
|
|
|
70
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.76M
|
+$1.75M
|
+71,816
|
New
|
|
|
71
|
|
$1.76M
|
+$1.75M
|
+71,816
|
New
|
|
|
72
|
Omega Financial Group
Santa Barbara,
California
|
$1.75M
|
-$91.5K
|
-3,743
|
-5%
|
|
|
73
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.69M
|
-$366K
|
-14,991
|
-18%
|
|
|
74
|
Central Trust Company
Jefferson City,
Missouri
|
$1.66M
|
-$237K
|
-9,700
|
-12%
|
|
|
75
|
Parkside Advisors
Berkeley,
California
|
$1.63M
|
+$101K
|
+4,144
|
+7%
|
|
