|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$43.8M
|
+$100K
|
+5,301
|
+0.2%
|
|
|
2
|
|
$12.6M
|
-$817K
|
-43,146
|
-6%
|
|
|
3
|
|
$6.74M
|
–
|
–
|
–
|
|
|
4
|
Natural Investments
Windsor,
California
|
$5.87M
|
+$6.05M
|
+319,680
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.38M
|
+$6.08K
|
+321
|
+0.2%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
$2.67M
|
+$125K
|
+6,588
|
+5%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.64M
|
+$220K
|
+11,626
|
+9%
|
|
|
8
|
Garrison Point Advisors
Walnut Creek,
California
|
$2.02M
|
+$2.08M
|
+109,826
|
New
|
|
|
9
|
PFG Investments
Woodbury,
New York
|
$1.54M
|
+$190K
|
+10,021
|
+14%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.5M
|
–
|
–
|
–
|
|
|
11
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.39M
|
+$453K
|
+23,932
|
+46%
|
|
|
12
|
Brighton Jones LLC
Seattle,
Washington
|
$1.34M
|
–
|
–
|
–
|
|
|
13
|
IMA Advisory Services
Denver,
Colorado
|
$1.21M
|
+$1.24M
|
+65,663
|
New
|
|
|
14
|
NIA Impact Advisors
Berkeley,
California
|
$1.14M
|
-$83.4K
|
-4,405
|
-7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
+$208
|
+11
|
+0%
|
|
|
16
|
Westfuller Advisors
New York
|
$1.08M
|
+$5.09K
|
+269
|
+0.5%
|
|
|
17
|
|
$895K
|
+$453K
|
+23,910
|
+96%
|
|
|
18
|
First Pacific Financial
Vancouver,
Washington
|
$790K
|
+$185K
|
+9,776
|
+29%
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$748K
|
+$5.26K
|
+278
|
+0.7%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$589K
|
–
|
–
|
–
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$582K
|
-$2.45M
|
-129,277
|
-80%
|
|
|
22
|
North Berkeley Wealth Management
Berkeley,
California
|
$495K
|
+$511K
|
+26,970
|
New
|
|
|
23
|
First Western Trust Bank
Denver,
Colorado
|
$445K
|
–
|
–
|
–
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$345K
|
–
|
–
|
–
|
|
|
25
|
|
$329K
|
+$125K
|
+6,601
|
+58%
|
|
