|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$67.4M
|
+$1.25M
|
+57,974
|
+2%
|
|
|
2
|
Natural Investments
Windsor,
California
|
$13.1M
|
-$127K
|
-5,883
|
-1%
|
|
|
3
|
|
$12.2M
|
+$91.5K
|
+4,233
|
+0.8%
|
|
|
4
|
|
$6.14M
|
-$1.24M
|
-57,161
|
-18%
|
|
|
5
|
Ballentine Partners
Waltham,
Massachusetts
|
$5.74M
|
+$14.9K
|
+687
|
+0.3%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$4.38M
|
+$4.14M
|
+191,530
|
New
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.86M
|
+$9.26K
|
+428
|
+0.3%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$3.41M
|
-$2.03M
|
-94,027
|
-39%
|
|
|
9
|
Westfuller Advisors
New York
|
$3.39M
|
+$196K
|
+9,069
|
+7%
|
|
|
10
|
TFC Financial Management
Boston,
Massachusetts
|
$3.03M
|
+$23.8K
|
+1,102
|
+0.8%
|
|
|
11
|
Garrison Point Advisors
Walnut Creek,
California
|
$2.77M
|
-$8.59K
|
-397
|
-0.3%
|
|
|
12
|
|
$2.2M
|
+$679K
|
+31,397
|
+49%
|
|
|
13
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.08M
|
+$893K
|
+41,301
|
+83%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.88M
|
+$480K
|
+22,202
|
+37%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1.86M
|
–
|
–
|
–
|
|
|
16
|
Brighton Jones LLC
Seattle,
Washington
|
$1.7M
|
+$31.6K
|
+1,463
|
+2%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$1.6M
|
-$82.1K
|
-3,797
|
-5%
|
|
|
18
|
PFG Investments
Woodbury,
New York
|
$1.54M
|
+$141K
|
+6,539
|
+11%
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
$1.39M
|
-$34.9K
|
-1,615
|
-3%
|
|
|
20
|
First Pacific Financial
Vancouver,
Washington
|
$1.34M
|
+$165K
|
+7,640
|
+15%
|
|
|
21
|
North Berkeley Wealth Management
Berkeley,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
22
|
|
$1.12M
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$894K
|
+$698K
|
+32,286
|
+476%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$823K
|
–
|
–
|
–
|
|
|
25
|
Parkside Investments
Deerfield,
Illinois
|
$654K
|
–
|
–
|
–
|
|
