|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$32M
|
-$2.23M
|
-140,412
|
-7%
|
|
|
2
|
|
$6.25M
|
+$5.82M
|
+366,685
|
New
|
|
|
3
|
Syntrinsic
Denver,
Colorado
|
$4.54M
|
–
|
–
|
–
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$3.97M
|
–
|
–
|
–
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.17M
|
+$324K
|
+20,433
|
+12%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.79M
|
+$1.66M
|
+104,855
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.66M
|
-$298K
|
-18,769
|
-16%
|
|
|
8
|
TFC Financial Management
Boston,
Massachusetts
|
$1.57M
|
+$1.24M
|
+78,296
|
+568%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.52M
|
-$311K
|
-19,633
|
-18%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.43M
|
-$67.3K
|
-4,240
|
-5%
|
|
|
11
|
Brighton Jones LLC
Seattle,
Washington
|
$1.24M
|
–
|
–
|
–
|
|
|
12
|
PFG Investments
Woodbury,
New York
|
$917K
|
+$372K
|
+23,459
|
+77%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$788K
|
+$734K
|
+46,241
|
New
|
|
|
14
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$686K
|
+$3.28K
|
+207
|
+0.5%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$607K
|
–
|
–
|
–
|
|
|
16
|
First Western Trust Bank
Denver,
Colorado
|
$413K
|
–
|
–
|
–
|
|
|
17
|
|
$291K
|
+$74.3K
|
+4,682
|
+38%
|
|
|
18
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$222K
|
–
|
–
|
–
|
|
|
19
|
Colorado Capital Management
Boulder,
Colorado
|
$198K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$129K
|
-$9.27K
|
-584
|
-7%
|
|
|
21
|
First Pacific Financial
Vancouver,
Washington
|
$103K
|
-$99.6K
|
-6,279
|
-51%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35K
|
–
|
–
|
–
|
|
|
23
|
Financial Avengers
Oakland,
California
|
$25.7K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$22.8K
|
+$16
|
+1
|
+0.1%
|
|
|
25
|
Clean Yield Group
Norwich,
Vermont
|
$5.53K
|
–
|
–
|
–
|
|
