|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$56.2M
|
+$1.66M
|
+81,132
|
+3%
|
|
|
2
|
Natural Investments
Windsor,
California
|
$11.3M
|
+$767K
|
+37,547
|
+7%
|
|
|
3
|
|
$10.3M
|
+$392K
|
+19,191
|
+4%
|
|
|
4
|
|
$6.35M
|
+$94.5K
|
+4,626
|
+1%
|
|
|
5
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.87M
|
+$166K
|
+8,107
|
+3%
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$4.73M
|
-$3.53M
|
-172,782
|
-42%
|
|
|
7
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$3.56M
|
+$3.73M
|
+182,844
|
New
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.28M
|
+$142K
|
+6,966
|
+4%
|
|
|
9
|
Westfuller Advisors
New York
|
$2.71M
|
+$107K
|
+5,252
|
+4%
|
|
|
10
|
TFC Financial Management
Boston,
Massachusetts
|
$2.56M
|
+$145K
|
+7,086
|
+6%
|
|
|
11
|
Garrison Point Advisors
Walnut Creek,
California
|
$2.37M
|
+$118K
|
+5,776
|
+5%
|
|
|
12
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.86M
|
+$140K
|
+6,877
|
+8%
|
|
|
13
|
|
$1.62M
|
+$1.7M
|
+83,359
|
New
|
|
|
14
|
|
$1.62M
|
+$1.69M
|
+82,983
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1.59M
|
–
|
–
|
–
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$1.43M
|
+$32.3K
|
+1,579
|
+2%
|
|
|
17
|
Brighton Jones LLC
Seattle,
Washington
|
$1.42M
|
+$1.49M
|
+72,900
|
New
|
|
|
18
|
|
$1.26M
|
+$1.32M
|
+64,563
|
New
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
$1.21M
|
-$50.9K
|
-2,494
|
-4%
|
|
|
20
|
PFG Investments
Woodbury,
New York
|
$1.18M
|
-$5.51K
|
-270
|
-0.4%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.17M
|
+$565K
|
+27,649
|
+86%
|
|
|
22
|
North Berkeley Wealth Management
Berkeley,
California
|
$1.09M
|
-$15.6K
|
-762
|
-1%
|
|
|
23
|
First Pacific Financial
Vancouver,
Washington
|
$995K
|
+$238K
|
+11,662
|
+30%
|
|
|
24
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$966K
|
+$1.01M
|
+49,570
|
New
|
|
|
25
|
|
$950K
|
–
|
–
|
–
|
|
