|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
126 Mio. $
|
-17,8 Mio. $
|
-1.594.369
|
-13 %
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
44 Mio. $
|
+2,16 Mio. $
|
+193.654
|
+5 %
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
37,7 Mio. $
|
-2,49 Mio. $
|
-222.564
|
-6 %
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
22,8 Mio. $
|
+5,51 Mio. $
|
+492.777
|
+33 %
|
|
|
5
|
First Pacific Financial
Vancouver,
Washington
|
17,3 Mio. $
|
+77.913 $
|
+6.970
|
+0,5 %
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
17,3 Mio. $
|
+16,9 Mio. $
|
+1.516.164
|
Neu
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
15,4 Mio. $
|
+339.276 $
|
+30.351
|
+2 %
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
12,3 Mio. $
|
+6,89 Mio. $
|
+616.329
|
+122 %
|
|
|
9
|
PFG Investments
Woodbury,
New York
|
10,3 Mio. $
|
-184.365 $
|
-16.493
|
-2 %
|
|
|
10
|
Natural Investments
Windsor,
California
|
10 Mio. $
|
+768.359 $
|
+68.736
|
+8 %
|
|
|
11
|
SOA Wealth Advisors
New York
|
7,13 Mio. $
|
+960.202 $
|
+85.898
|
+16 %
|
|
|
12
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
7,11 Mio. $
|
+879.215 $
|
+78.653
|
+14 %
|
|
|
13
|
Colorado Capital Management
Boulder,
Colorado
|
6,84 Mio. $
|
+114.590 $
|
+10.251
|
+2 %
|
|
|
14
|
MASECO Private Wealth
London,
|
6 Mio. $
|
+290.225 $
|
+25.963
|
+5 %
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
5,65 Mio. $
|
-1,52 Mio. $
|
-135.611
|
-21 %
|
|
|
16
|
North Berkeley Wealth Management
Berkeley,
California
|
5,2 Mio. $
|
-264.861 $
|
-23.694
|
-5 %
|
|
|
17
|
Sand Hill Global Advisors
Palo Alto,
California
|
4,61 Mio. $
|
+88.276 $
|
+7.897
|
+2 %
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
4,19 Mio. $
|
+38.085 $
|
+3.407
|
+0,9 %
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
3,8 Mio. $
|
+30.025 $
|
+2.686
|
+0,8 %
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
3,67 Mio. $
|
-127.736 $
|
-11.427
|
-3 %
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
3,61 Mio. $
|
-383.285 $
|
-34.288
|
-10 %
|
|
|
22
|
Meritas Wealth Management
Larkspur,
California
|
2,97 Mio. $
|
+399.918 $
|
+35.776
|
+16 %
|
|
|
23
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
2,95 Mio. $
|
+31.735 $
|
+2.839
|
+1 %
|
|
|
24
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
2,93 Mio. $
|
+164.267 $
|
+14.695
|
+6 %
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
2,84 Mio. $
|
+6.864 $
|
+614
|
+0,2 %
|
|
