|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$48.5M
|
-$491K
|
-26,271
|
-1%
|
|
|
2
|
|
$10.5M
|
-$1.25M
|
-67,184
|
-11%
|
|
|
3
|
Natural Investments
Windsor,
California
|
$10.2M
|
+$3.13M
|
+167,635
|
+48%
|
|
|
4
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$8.12M
|
+$7.66M
|
+410,336
|
New
|
|
|
5
|
|
$6.35M
|
-$654K
|
-35,000
|
-10%
|
|
|
6
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.62M
|
-$370K
|
-19,800
|
-8%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$3.75M
|
-$2.04M
|
-109,139
|
-37%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.56M
|
-$337K
|
-18,032
|
-12%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.53M
|
+$2.39M
|
+128,060
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.43M
|
+$1.17M
|
+62,677
|
+105%
|
|
|
11
|
TFC Financial Management
Boston,
Massachusetts
|
$2.41M
|
+$7.25K
|
+388
|
+0.3%
|
|
|
12
|
|
$2.33M
|
+$1.04M
|
+55,517
|
+90%
|
|
|
13
|
Garrison Point Advisors
Walnut Creek,
California
|
$2.25M
|
+$76.1K
|
+4,077
|
+4%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$1.61M
|
–
|
–
|
–
|
|
|
15
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.57M
|
+$23.1K
|
+1,235
|
+2%
|
|
|
16
|
Brighton Jones LLC
Seattle,
Washington
|
$1.44M
|
–
|
–
|
–
|
|
|
17
|
IMA Advisory Services
Denver,
Colorado
|
$1.28M
|
+$5.94K
|
+318
|
+0.5%
|
|
|
18
|
Westfuller Advisors
New York
|
$1.22M
|
+$57.3K
|
+3,067
|
+5%
|
|
|
19
|
PFG Investments
Woodbury,
New York
|
$1.17M
|
-$93.9K
|
-5,027
|
-8%
|
|
|
20
|
North Berkeley Wealth Management
Berkeley,
California
|
$1.02M
|
+$461K
|
+24,697
|
+92%
|
|
|
21
|
|
$965K
|
-$56
|
-3
|
-0%
|
|
|
22
|
NIA Impact Advisors
Berkeley,
California
|
$953K
|
+$1.87K
|
+100
|
+0.2%
|
|
|
23
|
First Pacific Financial
Vancouver,
Washington
|
$820K
|
-$6.33K
|
-339
|
-0.8%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$712K
|
+$187K
|
+10,009
|
+39%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$637K
|
+$2.52K
|
+135
|
+0.4%
|
|
