|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$40.6M
|
+$3.21M
|
+185,661
|
+9%
|
|
|
2
|
|
$12M
|
+$11.3M
|
+654,982
|
+1,817%
|
|
|
3
|
|
$6.36M
|
–
|
–
|
–
|
|
|
4
|
|
$3.53M
|
+$1.18M
|
+68,325
|
+50%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.19M
|
-$11.4K
|
-658
|
-0.4%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.02M
|
+$1.2M
|
+69,643
|
+66%
|
|
|
7
|
TFC Financial Management
Boston,
Massachusetts
|
$2.24M
|
+$52K
|
+3,010
|
+2%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.72M
|
-$34.6K
|
-2,001
|
-2%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$1.41M
|
–
|
–
|
–
|
|
|
10
|
Brighton Jones LLC
Seattle,
Washington
|
$1.26M
|
–
|
–
|
–
|
|
|
11
|
NIA Impact Advisors
Berkeley,
California
|
$1.15M
|
+$1.83K
|
+106
|
+0.2%
|
|
|
12
|
Syntrinsic
Denver,
Colorado
|
$1.13M
|
-$3.31M
|
-191,584
|
-75%
|
|
|
13
|
PFG Investments
Woodbury,
New York
|
$1.11M
|
+$36.5K
|
+2,110
|
+3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$801K
|
-$1.28M
|
-73,911
|
-62%
|
|
|
15
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$701K
|
+$3.09K
|
+179
|
+0.4%
|
|
|
16
|
First Pacific Financial
Vancouver,
Washington
|
$584K
|
+$158K
|
+9,118
|
+37%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$514K
|
+$127K
|
+7,360
|
+33%
|
|
|
18
|
First Western Trust Bank
Denver,
Colorado
|
$420K
|
–
|
–
|
–
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$326K
|
+$325K
|
+18,815
|
New
|
|
|
20
|
Caprock Group
Boise,
Idaho
|
$276K
|
+$33.3K
|
+1,930
|
+14%
|
|
|
21
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$225K
|
–
|
–
|
–
|
|
|
22
|
Colorado Capital Management
Boulder,
Colorado
|
$201K
|
–
|
–
|
–
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$178K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35K
|
-$484
|
-28
|
-1%
|
|
|
25
|
Financial Avengers
Oakland,
California
|
$26.4K
|
+$121
|
+7
|
+0.5%
|
|
