|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$44.9M
|
+$726K
|
+40,306
|
+2%
|
|
|
2
|
|
$13.7M
|
+$644K
|
+35,759
|
+5%
|
|
|
3
|
|
$6.92M
|
–
|
–
|
–
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.47M
|
-$3.57K
|
-198
|
-0.1%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.03M
|
-$248K
|
-13,743
|
-8%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
$2.62M
|
+$167K
|
+9,296
|
+7%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.49M
|
+$591K
|
+32,791
|
+33%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$1.54M
|
–
|
–
|
–
|
|
|
9
|
PFG Investments
Woodbury,
New York
|
$1.39M
|
+$176K
|
+9,775
|
+15%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$1.38M
|
+$1.32M
|
+73,380
|
New
|
|
|
11
|
Brighton Jones LLC
Seattle,
Washington
|
$1.38M
|
–
|
–
|
–
|
|
|
12
|
NIA Impact Advisors
Berkeley,
California
|
$1.26M
|
+$9.93K
|
+551
|
+0.8%
|
|
|
13
|
Syntrinsic
Denver,
Colorado
|
$1.24M
|
+$3.93K
|
+218
|
+0.3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.13M
|
+$245K
|
+13,590
|
+30%
|
|
|
15
|
Westfuller Advisors
New York
|
$1.1M
|
+$1.05M
|
+58,373
|
New
|
|
|
16
|
Journey Strategic Wealth
Summit,
New Jersey
|
$979K
|
+$935K
|
+51,885
|
New
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$763K
|
–
|
–
|
–
|
|
|
18
|
First Pacific Financial
Vancouver,
Washington
|
$628K
|
-$7.91K
|
-439
|
-1%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$606K
|
+$42.8K
|
+2,375
|
+8%
|
|
|
20
|
|
$469K
|
+$448K
|
+24,851
|
New
|
|
|
21
|
First Western Trust Bank
Denver,
Colorado
|
$457K
|
–
|
–
|
–
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$355K
|
–
|
–
|
–
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$297K
|
+$98.8K
|
+5,485
|
+53%
|
|
|
24
|
Caprock Group
Boise,
Idaho
|
$283K
|
-$16.2K
|
-900
|
-6%
|
|
|
25
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$245K
|
–
|
–
|
–
|
|
