|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$130M
|
-$32.7M
|
-3,202,426
|
-21%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37M
|
+$12.1M
|
+1,188,475
|
+51%
|
|
|
3
|
Brighton Jones LLC
Seattle,
Washington
|
$34.2M
|
+$371K
|
+36,382
|
+1%
|
|
|
4
|
First Pacific Financial
Vancouver,
Washington
|
$14.2M
|
+$448K
|
+43,926
|
+3%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$12.7M
|
+$173K
|
+16,991
|
+1%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$9.93M
|
+$9.66M
|
+947,172
|
+49,851%
|
|
|
7
|
PFG Investments
Woodbury,
New York
|
$7.49M
|
+$314K
|
+30,743
|
+4%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$6.87M
|
-$191K
|
-18,721
|
-3%
|
|
|
9
|
Colorado Capital Management
Boulder,
Colorado
|
$5.78M
|
+$213K
|
+20,912
|
+4%
|
|
|
10
|
SOA Wealth Advisors
New York
|
$5.04M
|
+$1.23M
|
+120,241
|
+33%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.8M
|
-$406K
|
-39,767
|
-8%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.71M
|
+$48.9K
|
+4,790
|
+1%
|
|
|
13
|
North Berkeley Wealth Management
Berkeley,
California
|
$4.69M
|
-$16.5K
|
-1,615
|
-0.4%
|
|
|
14
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3.72M
|
-$3.76M
|
-368,841
|
-51%
|
|
|
15
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.21M
|
+$183K
|
+17,962
|
+6%
|
|
|
16
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.95M
|
-$226K
|
-22,157
|
-7%
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.73M
|
+$5.26K
|
+516
|
+0.2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.6M
|
+$1.48M
|
+144,778
|
+140%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.54M
|
-$290K
|
-28,470
|
-10%
|
|
|
20
|
Red Lighthouse Investment Management
New York
|
$2.5M
|
-$16.6K
|
-1,629
|
-0.7%
|
|
|
21
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.42M
|
-$907K
|
-88,934
|
-28%
|
|
|
22
|
Natural Investments
Windsor,
California
|
$2.37M
|
-$54K
|
-5,289
|
-2%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$2.19M
|
+$638K
|
+62,586
|
+43%
|
|
|
24
|
Meritas Wealth Management
Larkspur,
California
|
$2.07M
|
+$14.7K
|
+1,441
|
+0.7%
|
|
|
25
|
Flow Traders U.S.
New York
|
$2.04M
|
+$1.99M
|
+194,704
|
New
|
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