|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$30.6M
|
+$1.04M
|
+58,281
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.65M
|
+$1.62M
|
+90,291
|
New
|
|
|
3
|
NIA Impact Advisors
Berkeley,
California
|
$1.24M
|
+$264K
|
+14,755
|
+26%
|
|
|
4
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.17M
|
+$1.15M
|
+64,376
|
New
|
|
|
5
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$833K
|
+$819K
|
+45,730
|
New
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$459K
|
+$451K
|
+25,181
|
New
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$262K
|
–
|
–
|
–
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$236K
|
+$233K
|
+12,980
|
New
|
|
|
9
|
Bank of New York Mellon
New York
|
$201K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$25K
|
+$4.48K
|
+250
|
+23%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$21K
|
-$5.46K
|
-305
|
-21%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
+$20.8K
|
+1,159
|
New
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
14
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2K
|
+$448
|
+25
|
+32%
|
|
|
15
|
|
–
|
-$466K
|
-27,152
|
Closed
|
|
