|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$31.3M
|
+$2.29M
|
+146,700
|
+8%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$5.1M
|
–
|
–
|
–
|
|
|
3
|
|
$4.71M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.8M
|
-$42.2K
|
-2,701
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.78M
|
+$1.16M
|
+74,014
|
+188%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.64M
|
-$32.9K
|
-2,103
|
-2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$1.61M
|
+$1.27M
|
+81,500
|
+390%
|
|
|
8
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.4M
|
–
|
–
|
–
|
|
|
9
|
Brighton Jones LLC
Seattle,
Washington
|
$1.14M
|
–
|
–
|
–
|
|
|
10
|
NIA Impact Advisors
Berkeley,
California
|
$1.13M
|
+$2.35K
|
+150
|
+0.2%
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$908K
|
–
|
–
|
–
|
|
|
12
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$625K
|
–
|
–
|
–
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$559K
|
+$266K
|
+17,041
|
+92%
|
|
|
14
|
PFG Investments
Woodbury,
New York
|
$404K
|
+$402K
|
+25,705
|
New
|
|
|
15
|
|
$275K
|
-$676K
|
-43,218
|
-71%
|
|
|
16
|
Colorado Capital Management
Boulder,
Colorado
|
$182K
|
–
|
–
|
–
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$96.3K
|
–
|
–
|
–
|
|
|
18
|
|
$92.4K
|
+$17K
|
+1,086
|
+23%
|
|
|
19
|
Financial Avengers
Oakland,
California
|
$19.8K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$15.7K
|
+$15.6K
|
+998
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
+$6.02K
|
+385
|
+144%
|
|
|
23
|
Clean Yield Group
Norwich,
Vermont
|
$5.07K
|
–
|
–
|
–
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.63K
|
+$735
|
+47
|
+19%
|
|
|
25
|
|
$51
|
+$47
|
+3
|
New
|
|
