|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$44.8M
|
+$1.66M
|
+89,283
|
+4%
|
|
|
2
|
|
$10.9M
|
-$1.56M
|
-83,640
|
-12%
|
|
|
3
|
|
$6.44M
|
-$205K
|
-11,000
|
-3%
|
|
|
4
|
Natural Investments
Windsor,
California
|
$6.31M
|
+$543K
|
+29,189
|
+9%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$5.41M
|
+$5.56M
|
+298,733
|
New
|
|
|
6
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.59M
|
+$4.43M
|
+237,698
|
+1,510%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.66M
|
+$63.9K
|
+3,433
|
+2%
|
|
|
8
|
TFC Financial Management
Boston,
Massachusetts
|
$2.2M
|
-$445K
|
-23,891
|
-16%
|
|
|
9
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.99M
|
–
|
–
|
–
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.47M
|
–
|
–
|
–
|
|
|
11
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.41M
|
+$42.2K
|
+2,265
|
+3%
|
|
|
12
|
Brighton Jones LLC
Seattle,
Washington
|
$1.32M
|
–
|
–
|
–
|
|
|
13
|
PFG Investments
Woodbury,
New York
|
$1.17M
|
-$358K
|
-19,246
|
-23%
|
|
|
14
|
IMA Advisory Services
Denver,
Colorado
|
$1.16M
|
-$27.1K
|
-1,454
|
-2%
|
|
|
15
|
|
$1.12M
|
+$1.15M
|
+61,989
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.09M
|
+$6.03K
|
+324
|
+0.5%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
-$2.34M
|
-125,526
|
-68%
|
|
|
18
|
Westfuller Advisors
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
19
|
|
$882K
|
–
|
–
|
–
|
|
|
20
|
NIA Impact Advisors
Berkeley,
California
|
$869K
|
-$264K
|
-14,187
|
-23%
|
|
|
21
|
First Pacific Financial
Vancouver,
Washington
|
$756K
|
-$23.7K
|
-1,274
|
-3%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$580K
|
–
|
–
|
–
|
|
|
23
|
North Berkeley Wealth Management
Berkeley,
California
|
$488K
|
–
|
–
|
–
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$470K
|
-$102K
|
-5,497
|
-17%
|
|
|
25
|
First Western Trust Bank
Denver,
Colorado
|
$438K
|
–
|
–
|
–
|
|
