|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$26.5M
|
+$3.38M
|
+228,423
|
+13%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$4.37M
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.61M
|
+$177K
|
+11,950
|
+11%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
+$404K
|
+27,296
|
+38%
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.19M
|
+$65.7K
|
+4,432
|
+5%
|
|
|
6
|
Brighton Jones LLC
Seattle,
Washington
|
$980K
|
+$1.08M
|
+72,900
|
New
|
|
|
7
|
NIA Impact Advisors
Berkeley,
California
|
$959K
|
–
|
–
|
–
|
|
|
8
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$616K
|
–
|
–
|
–
|
|
|
9
|
Bank of New York Mellon
New York
|
$541K
|
+$596K
|
+40,250
|
New
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$338K
|
–
|
–
|
–
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
12
|
Colorado Capital Management
Boulder,
Colorado
|
$156K
|
+$172K
|
+11,597
|
New
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$81K
|
–
|
–
|
–
|
|
|
14
|
Financial Avengers
Oakland,
California
|
$17K
|
+$30
|
+2
|
+0.2%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Clean Yield Group
Norwich,
Vermont
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3K
|
+$563
|
+38
|
+22%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$207K
|
-14,370
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$2K
|
-129
|
Closed
|
|
