|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$25M
|
+$830K
|
+53,860
|
+3%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$4.67M
|
+$5.01M
|
+325,097
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.55M
|
+$59.6K
|
+3,869
|
+4%
|
|
|
4
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.21M
|
–
|
–
|
–
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
+$874K
|
+56,682
|
+365%
|
|
|
6
|
NIA Impact Advisors
Berkeley,
California
|
$1.03M
|
+$632
|
+41
|
+0.1%
|
|
|
7
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$659K
|
+$971
|
+63
|
+0.1%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$362K
|
–
|
–
|
–
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$267K
|
+$287K
|
+18,587
|
New
|
|
|
10
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$207K
|
–
|
–
|
–
|
|
|
11
|
Parallel Advisors
San Francisco,
California
|
$87K
|
+$76.3K
|
+4,952
|
+457%
|
|
|
12
|
Financial Avengers
Oakland,
California
|
$18K
|
+$3.85K
|
+250
|
+25%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$15K
|
-$4.63K
|
-300
|
-22%
|
|
|
15
|
Clean Yield Group
Norwich,
Vermont
|
$5K
|
+$4.93K
|
+320
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
-$478
|
-31
|
-10%
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2K
|
+$555
|
+36
|
+27%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2K
|
+$1.99K
|
+129
|
New
|
|
|
19
|
|
–
|
-$334K
|
-19,792
|
Closed
|
|
|
20
|
Bank of New York Mellon
New York
|
–
|
-$221K
|
-13,095
|
Closed
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
+$154
|
+10
|
New
|
|
