|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$52.3M
|
+$2.5M
|
+124,676
|
+5%
|
|
|
2
|
|
$9.64M
|
-$1.17M
|
-58,637
|
-11%
|
|
|
3
|
|
$6.53M
|
–
|
–
|
–
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.75M
|
–
|
–
|
–
|
|
|
5
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$4.33M
|
-$3.95M
|
-197,136
|
-48%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.81M
|
+$181K
|
+9,032
|
+7%
|
|
|
7
|
Westfuller Advisors
New York
|
$2.7M
|
+$1.42M
|
+71,115
|
+115%
|
|
|
8
|
TFC Financial Management
Boston,
Massachusetts
|
$2.54M
|
+$57.7K
|
+2,883
|
+2%
|
|
|
9
|
Garrison Point Advisors
Walnut Creek,
California
|
$2.34M
|
+$25.1K
|
+1,252
|
+1%
|
|
|
10
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.72M
|
+$110K
|
+5,508
|
+7%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$1.66M
|
–
|
–
|
–
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$1.62M
|
-$2.2M
|
-109,808
|
-58%
|
|
|
13
|
Brighton Jones LLC
Seattle,
Washington
|
$1.48M
|
–
|
–
|
–
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$1.45M
|
+$1.43M
|
+71,491
|
New
|
|
|
15
|
IMA Advisory Services
Denver,
Colorado
|
$1.31M
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.27M
|
-$1.2M
|
-59,997
|
-49%
|
|
|
17
|
PFG Investments
Woodbury,
New York
|
$1.21M
|
+$5.82K
|
+291
|
+0.5%
|
|
|
18
|
|
$1.08M
|
-$1.29M
|
-64,296
|
-55%
|
|
|
19
|
North Berkeley Wealth Management
Berkeley,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
20
|
|
$991K
|
–
|
–
|
–
|
|
|
21
|
NIA Impact Advisors
Berkeley,
California
|
$979K
|
–
|
–
|
–
|
|
|
22
|
First Pacific Financial
Vancouver,
Washington
|
$822K
|
-$20.6K
|
-1,027
|
-2%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$732K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$675K
|
+$29.5K
|
+1,475
|
+5%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$655K
|
-$20
|
-1
|
-0%
|
|
