|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$130M
|
-$1.82M
|
-172,313
|
-1%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$36.7M
|
+$1.81M
|
+171,753
|
+5%
|
|
|
3
|
First Pacific Financial
Vancouver,
Washington
|
$15.2M
|
+$768K
|
+72,889
|
+5%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.9M
|
-$22.5M
|
-2,132,907
|
-60%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$14.1M
|
+$3.98M
|
+377,882
|
+40%
|
|
|
6
|
Forum Financial Management
Lombard,
Illinois
|
$13.4M
|
+$398K
|
+37,755
|
+3%
|
|
|
7
|
PFG Investments
Woodbury,
New York
|
$8.04M
|
+$411K
|
+38,968
|
+5%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$6.94M
|
-$56.3K
|
-5,341
|
-0.8%
|
|
|
9
|
Colorado Capital Management
Boulder,
Colorado
|
$5.95M
|
+$63.1K
|
+5,994
|
+1%
|
|
|
10
|
SOA Wealth Advisors
New York
|
$5.43M
|
+$295K
|
+28,033
|
+6%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.05M
|
+$253K
|
+23,993
|
+5%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
$4.74M
|
-$35.6K
|
-3,379
|
-0.8%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$4.3M
|
-$585K
|
-55,488
|
-12%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.2M
|
+$1.42M
|
+135,021
|
+52%
|
|
|
15
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.99M
|
+$3.95M
|
+374,791
|
New
|
|
|
16
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.76M
|
+$483K
|
+45,883
|
+15%
|
|
|
17
|
MASECO Private Wealth
London,
|
$3.3M
|
+$3.26M
|
+309,482
|
New
|
|
|
18
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.95M
|
–
|
–
|
–
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$2.85M
|
+$615K
|
+58,392
|
+28%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.81M
|
+$213K
|
+20,243
|
+8%
|
|
|
21
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.56M
|
+$99.7K
|
+9,462
|
+4%
|
|
|
22
|
Red Lighthouse Investment Management
New York
|
$2.39M
|
-$152K
|
-14,460
|
-6%
|
|
|
23
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.18M
|
+$256K
|
+24,335
|
+13%
|
|
|
24
|
Meritas Wealth Management
Larkspur,
California
|
$2.13M
|
+$18.8K
|
+1,786
|
+0.9%
|
|
|
25
|
Perigon Wealth Management
San Francisco,
California
|
$2.05M
|
-$2.64K
|
-251
|
-0.1%
|
|
