|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$158M
|
+$1.23M
|
+120,148
|
+0.8%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$32.8M
|
+$636K
|
+62,086
|
+2%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.8M
|
+$20.7M
|
+2,025,678
|
+625%
|
|
|
4
|
First Pacific Financial
Vancouver,
Washington
|
$13.3M
|
+$132K
|
+12,881
|
+1%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$12.2M
|
+$466K
|
+45,543
|
+4%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$10.2M
|
-$545K
|
-53,265
|
-5%
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.35M
|
-$574K
|
-56,086
|
-7%
|
|
|
8
|
PFG Investments
Woodbury,
New York
|
$6.95M
|
+$587K
|
+57,306
|
+9%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$6.85M
|
-$534K
|
-52,162
|
-7%
|
|
|
10
|
Colorado Capital Management
Boulder,
Colorado
|
$5.39M
|
+$333K
|
+32,529
|
+7%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$5.06M
|
-$156K
|
-15,265
|
-3%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$4.56M
|
-$67.7K
|
-6,609
|
-1%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.52M
|
+$215K
|
+21,026
|
+5%
|
|
|
14
|
SOA Wealth Advisors
New York
|
$3.67M
|
+$56.8K
|
+5,551
|
+2%
|
|
|
15
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.24M
|
-$37.5K
|
-3,665
|
-1%
|
|
|
16
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$3.08M
|
-$471K
|
-46,010
|
-13%
|
|
|
17
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.93M
|
+$187K
|
+18,291
|
+7%
|
|
|
18
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.76M
|
+$779K
|
+76,065
|
+39%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.75M
|
+$87.3K
|
+8,530
|
+3%
|
|
|
20
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.64M
|
-$75.4K
|
-7,367
|
-3%
|
|
|
21
|
Red Lighthouse Investment Management
New York
|
$2.36M
|
-$6.38K
|
-623
|
-0.3%
|
|
|
22
|
Natural Investments
Windsor,
California
|
$2.35M
|
+$136K
|
+13,257
|
+6%
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$2.04M
|
+$146K
|
+14,302
|
+8%
|
|
|
24
|
Meritas Wealth Management
Larkspur,
California
|
$2M
|
+$377K
|
+36,863
|
+23%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$1.83M
|
+$94.7K
|
+9,245
|
+5%
|
|
