|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$32.6M
|
+$372K
|
+23,734
|
+1%
|
|
|
2
|
|
$5.91M
|
+$1.04M
|
+66,650
|
+22%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$5.24M
|
–
|
–
|
–
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$2.98M
|
+$2.89M
|
+184,897
|
New
|
|
|
5
|
|
$2.37M
|
+$2.03M
|
+129,369
|
+740%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.27M
|
+$572K
|
+36,569
|
+35%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.88M
|
+$44.2K
|
+2,826
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.85M
|
+$1.64K
|
+105
|
+0.1%
|
|
|
9
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.43M
|
–
|
–
|
–
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.42M
|
-$225K
|
-14,368
|
-14%
|
|
|
11
|
Brighton Jones LLC
Seattle,
Washington
|
$1.17M
|
–
|
–
|
–
|
|
|
12
|
NIA Impact Advisors
Berkeley,
California
|
$1.16M
|
+$2.57K
|
+164
|
+0.2%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.05M
|
+$1.02M
|
+64,902
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$712K
|
+$692K
|
+44,206
|
New
|
|
|
15
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$645K
|
+$3.44K
|
+220
|
+0.6%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$574K
|
–
|
–
|
–
|
|
|
17
|
PFG Investments
Woodbury,
New York
|
$473K
|
+$56.8K
|
+3,626
|
+14%
|
|
|
18
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$232K
|
–
|
–
|
–
|
|
|
19
|
|
$192K
|
+$94.5K
|
+6,038
|
+103%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$186K
|
–
|
–
|
–
|
|
|
21
|
First Pacific Financial
Vancouver,
Washington
|
$102K
|
+$98.8K
|
+6,310
|
New
|
|
|
22
|
Financial Avengers
Oakland,
California
|
$24.2K
|
+$3.76K
|
+240
|
+19%
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$21.6K
|
-$75.1K
|
-4,797
|
-78%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$5.57K
|
+$5.42K
|
+346
|
New
|
|
