|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$31.1M
|
-$59.2K
|
-3,702
|
-0.2%
|
|
|
2
|
Syntrinsic
Denver,
Colorado
|
$4.09M
|
+$4.26M
|
+266,172
|
New
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$3.59M
|
-$1.47M
|
-91,854
|
-28%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.55M
|
+$392K
|
+24,547
|
+17%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$2.05M
|
-$827K
|
-51,727
|
-28%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.79M
|
+$576
|
+36
|
+0%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.68M
|
+$1.74M
|
+109,050
|
New
|
|
|
8
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.38M
|
+$3.93M
|
+245,716
|
+276%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$1.35M
|
–
|
–
|
–
|
|
|
10
|
Brighton Jones LLC
Seattle,
Washington
|
$1.12M
|
–
|
–
|
–
|
|
|
11
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$616K
|
–
|
–
|
–
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$548K
|
–
|
–
|
–
|
|
|
13
|
PFG Investments
Woodbury,
New York
|
$467K
|
+$16.5K
|
+1,031
|
+4%
|
|
|
14
|
First Western Trust Bank
Denver,
Colorado
|
$373K
|
+$387K
|
+24,224
|
New
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$221K
|
+$230K
|
+14,370
|
New
|
|
|
16
|
TFC Financial Management
Boston,
Massachusetts
|
$212K
|
+$220K
|
+13,790
|
New
|
|
|
17
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$200K
|
+$208K
|
+13,000
|
New
|
|
|
18
|
|
$191K
|
+$7.64K
|
+478
|
+4%
|
|
|
19
|
First Pacific Financial
Vancouver,
Washington
|
$189K
|
+$95.9K
|
+6,000
|
+95%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$178K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$126K
|
+$125K
|
+7,819
|
+2,260%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$113K
|
+$117K
|
+7,333
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32K
|
+$14.6K
|
+910
|
+79%
|
|
|
24
|
Financial Avengers
Oakland,
California
|
$23.2K
|
+$144
|
+9
|
+0.6%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$20.6K
|
–
|
–
|
–
|
|
