|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$157M
|
+$10.7M
|
+999,893
|
+7%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$32.1M
|
+$2.32M
|
+216,935
|
+7%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$20.7M
|
+$206K
|
+19,300
|
+1%
|
|
|
4
|
First Pacific Financial
Vancouver,
Washington
|
$13.1M
|
+$368K
|
+34,475
|
+3%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$11.7M
|
+$12.1M
|
+1,134,245
|
+5,737%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$10.7M
|
-$50.9K
|
-4,761
|
-0.4%
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.9M
|
-$105K
|
-9,841
|
-1%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$7.36M
|
-$392K
|
-36,681
|
-5%
|
|
|
9
|
PFG Investments
Woodbury,
New York
|
$6.36M
|
+$401K
|
+37,529
|
+6%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$5.2M
|
+$68.7K
|
+6,435
|
+1%
|
|
|
11
|
Colorado Capital Management
Boulder,
Colorado
|
$5.05M
|
-$181K
|
-16,925
|
-3%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$4.62M
|
+$4.88M
|
+456,394
|
New
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.3M
|
+$137K
|
+12,811
|
+3%
|
|
|
14
|
SOA Wealth Advisors
New York
|
$3.6M
|
+$36.3K
|
+3,394
|
+1%
|
|
|
15
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$3.54M
|
-$7.48K
|
-700
|
-0.2%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.28M
|
+$233K
|
+21,797
|
+7%
|
|
|
17
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.28M
|
-$910K
|
-85,218
|
-21%
|
|
|
18
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.74M
|
+$2.9M
|
+271,089
|
New
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.71M
|
+$309K
|
+28,962
|
+12%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.66M
|
+$315K
|
+29,492
|
+13%
|
|
|
21
|
Red Lighthouse Investment Management
New York
|
$2.44M
|
-$25.7K
|
-2,406
|
-1%
|
|
|
22
|
Natural Investments
Windsor,
California
|
$2.21M
|
+$2.34M
|
+218,868
|
New
|
|
|
23
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.99M
|
-$88.1K
|
-8,252
|
-4%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$1.9M
|
-$48.1K
|
-4,499
|
-2%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$1.73M
|
+$1.83M
|
+171,095
|
New
|
|
