|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$27.6M
|
-$1.7M
|
-116,157
|
-6%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$4.84M
|
–
|
–
|
–
|
|
|
3
|
|
$4.47M
|
+$4.4M
|
+300,035
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
-$35.8K
|
-2,439
|
-2%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.59M
|
+$103K
|
+7,006
|
+7%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.36M
|
+$1.34M
|
+91,048
|
New
|
|
|
7
|
Brighton Jones LLC
Seattle,
Washington
|
$1.09M
|
–
|
–
|
–
|
|
|
8
|
NIA Impact Advisors
Berkeley,
California
|
$1.07M
|
+$2.95K
|
+201
|
+0.3%
|
|
|
9
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.05M
|
–
|
–
|
–
|
|
|
10
|
|
$904K
|
+$890K
|
+60,708
|
New
|
|
|
11
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$593K
|
-$87.4K
|
-5,959
|
-13%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$587K
|
+$562K
|
+38,321
|
+3,685%
|
|
|
13
|
Sonoma Private Wealth
Sonoma,
California
|
$410K
|
+$404K
|
+27,534
|
New
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$311K
|
-$63.2K
|
-4,310
|
-17%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$277K
|
–
|
–
|
–
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$214K
|
+$211K
|
+14,370
|
New
|
|
|
17
|
Colorado Capital Management
Boulder,
Colorado
|
$173K
|
–
|
–
|
–
|
|
|
18
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$157K
|
+$154K
|
+10,516
|
New
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$91.4K
|
+$1.45K
|
+99
|
+2%
|
|
|
20
|
|
$71.4K
|
+$70.3K
|
+4,797
|
New
|
|
|
21
|
Financial Avengers
Oakland,
California
|
$18.8K
|
+$117
|
+8
|
+0.6%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
-$161
|
-11
|
-0.9%
|
|
|
23
|
Clean Yield Group
Norwich,
Vermont
|
$4.8K
|
+$44
|
+3
|
+0.9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Corrado Advisors
Ramsey,
New Jersey
|
$3.72K
|
+$3.67K
|
+250
|
New
|
|
