|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$142M
|
+$3.56M
|
+374,501
|
+3%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$28.8M
|
+$1.76M
|
+185,155
|
+7%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$19.4M
|
+$1.69M
|
+177,168
|
+10%
|
|
|
4
|
First Pacific Financial
Vancouver,
Washington
|
$11.8M
|
+$668K
|
+70,174
|
+6%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$10.7M
|
-$740K
|
-77,728
|
-7%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.64M
|
+$7.52M
|
+789,686
|
New
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$7.6M
|
-$388K
|
-40,811
|
-5%
|
|
|
8
|
PFG Investments
Woodbury,
New York
|
$5.48M
|
+$321K
|
+33,683
|
+6%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$5.07M
|
-$404K
|
-42,466
|
-7%
|
|
|
10
|
Colorado Capital Management
Boulder,
Colorado
|
$5.04M
|
+$116K
|
+12,209
|
+2%
|
|
|
11
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.99M
|
+$187K
|
+19,686
|
+5%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$3.89M
|
+$578K
|
+60,706
|
+18%
|
|
|
13
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$3.35M
|
+$3.3M
|
+346,548
|
New
|
|
|
14
|
SOA Wealth Advisors
New York
|
$3.35M
|
+$335K
|
+35,252
|
+11%
|
|
|
15
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.83M
|
-$779K
|
-81,836
|
-22%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.33M
|
-$100K
|
-10,527
|
-4%
|
|
|
17
|
Red Lighthouse Investment Management
New York
|
$2.33M
|
+$7.2K
|
+757
|
+0.3%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$2.21M
|
-$71.2K
|
-7,485
|
-3%
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$1.52M
|
-$722K
|
-75,839
|
-33%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.45M
|
-$21.3K
|
-2,235
|
-1%
|
|
|
21
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.38M
|
–
|
–
|
–
|
|
|
22
|
Meritas Wealth Management
Larkspur,
California
|
$1.29M
|
+$191K
|
+20,088
|
+18%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$971K
|
-$383K
|
-40,277
|
-29%
|
|
|
24
|
Level Financial Advisors
East Amherst,
New York
|
$961K
|
+$49.1K
|
+5,155
|
+5%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$796K
|
+$75.3K
|
+7,913
|
+11%
|
|
