|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$56.9M
|
+$4.69M
|
+231,309
|
+9%
|
|
|
2
|
Natural Investments
Windsor,
California
|
$11M
|
+$11M
|
+541,900
|
New
|
|
|
3
|
|
$10.3M
|
+$704K
|
+34,739
|
+7%
|
|
|
4
|
Cambridge Associates
Boston,
Massachusetts
|
$8.44M
|
+$8.43M
|
+415,727
|
New
|
|
|
5
|
|
$6.51M
|
–
|
–
|
–
|
|
|
6
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.91M
|
+$169K
|
+8,318
|
+4%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.28M
|
+$470K
|
+23,206
|
+17%
|
|
|
8
|
Westfuller Advisors
New York
|
$2.72M
|
+$20.1K
|
+991
|
+0.7%
|
|
|
9
|
TFC Financial Management
Boston,
Massachusetts
|
$2.52M
|
-$7.38K
|
-364
|
-0.3%
|
|
|
10
|
Garrison Point Advisors
Walnut Creek,
California
|
$2.35M
|
+$13.4K
|
+661
|
+0.6%
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$2.25M
|
+$631K
|
+31,136
|
+39%
|
|
|
12
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.8M
|
+$78.7K
|
+3,883
|
+5%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$1.65M
|
–
|
–
|
–
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$1.46M
|
+$10.8K
|
+533
|
+0.7%
|
|
|
15
|
IMA Advisory Services
Denver,
Colorado
|
$1.31M
|
+$2.84K
|
+140
|
+0.2%
|
|
|
16
|
PFG Investments
Woodbury,
New York
|
$1.24M
|
+$27.8K
|
+1,373
|
+2%
|
|
|
17
|
North Berkeley Wealth Management
Berkeley,
California
|
$1.15M
|
+$105K
|
+5,158
|
+10%
|
|
|
18
|
|
$989K
|
–
|
–
|
–
|
|
|
19
|
NIA Impact Advisors
Berkeley,
California
|
$960K
|
-$16.7K
|
-825
|
-2%
|
|
|
20
|
First Pacific Financial
Vancouver,
Washington
|
$799K
|
-$20.8K
|
-1,024
|
-3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$761K
|
-$509K
|
-25,125
|
-40%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$730K
|
–
|
–
|
–
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$653K
|
+$20
|
+1
|
+0%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$634K
|
-$39.2K
|
-1,932
|
-6%
|
|
|
25
|
Verus Advisory
Seattle,
Washington
|
$493K
|
+$491K
|
+24,224
|
New
|
|
