|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$38.2M
|
+$4.72M
|
+274,939
|
+15%
|
|
|
2
|
|
$6.51M
|
+$5.06K
|
+295
|
+0.1%
|
|
|
3
|
Syntrinsic
Denver,
Colorado
|
$4.56M
|
-$159K
|
-9,254
|
-3%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$4.14M
|
–
|
–
|
–
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.28M
|
-$20.5K
|
-1,194
|
-0.6%
|
|
|
6
|
|
$2.4M
|
+$2.33M
|
+135,522
|
New
|
|
|
7
|
TFC Financial Management
Boston,
Massachusetts
|
$2.24M
|
+$590K
|
+34,348
|
+37%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.13M
|
+$386K
|
+22,483
|
+23%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.86M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.8M
|
+$205K
|
+11,951
|
+13%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$1.44M
|
-$38.8K
|
-2,263
|
-3%
|
|
|
12
|
Brighton Jones LLC
Seattle,
Washington
|
$1.29M
|
–
|
–
|
–
|
|
|
13
|
NIA Impact Advisors
Berkeley,
California
|
$1.17M
|
+$1.13M
|
+65,969
|
New
|
|
|
14
|
PFG Investments
Woodbury,
New York
|
$1.09M
|
+$136K
|
+7,909
|
+15%
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$1.04M
|
+$1.01M
|
+58,776
|
New
|
|
|
16
|
Westfuller Advisors
New York
|
$1.03M
|
+$1,000K
|
+58,224
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$937K
|
+$907K
|
+52,820
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$820K
|
–
|
–
|
–
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$714K
|
–
|
–
|
–
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$656K
|
+$23.1K
|
+1,347
|
+4%
|
|
|
21
|
|
$639K
|
+$326K
|
+18,961
|
+111%
|
|
|
22
|
First Pacific Financial
Vancouver,
Washington
|
$436K
|
+$319K
|
+18,563
|
+308%
|
|
|
23
|
First Western Trust Bank
Denver,
Colorado
|
$429K
|
–
|
–
|
–
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$395K
|
+$383K
|
+22,328
|
New
|
|
|
25
|
Caprock Group
Boise,
Idaho
|
$248K
|
+$240K
|
+13,979
|
New
|
|
