|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$129M
|
+$1.8M
|
+171,537
|
+1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$38.1M
|
+$23.6M
|
+2,254,445
|
+160%
|
|
|
3
|
Brighton Jones LLC
Seattle,
Washington
|
$37.2M
|
+$1.39M
|
+132,496
|
+4%
|
|
|
4
|
First Pacific Financial
Vancouver,
Washington
|
$15.5M
|
+$620K
|
+59,126
|
+4%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$14.2M
|
+$397K
|
+37,886
|
+3%
|
|
|
6
|
Forum Financial Management
Lombard,
Illinois
|
$13.6M
|
+$588K
|
+56,065
|
+4%
|
|
|
7
|
PFG Investments
Woodbury,
New York
|
$9.48M
|
+$1.64M
|
+156,158
|
+21%
|
|
|
8
|
Natural Investments
Windsor,
California
|
$7.44M
|
+$7.51M
|
+715,779
|
New
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$6.64M
|
-$138K
|
-13,180
|
-2%
|
|
|
10
|
Colorado Capital Management
Boulder,
Colorado
|
$5.82M
|
+$5.64K
|
+538
|
+0.1%
|
|
|
11
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.55M
|
+$4.09M
|
+390,388
|
+273%
|
|
|
12
|
SOA Wealth Advisors
New York
|
$5.44M
|
+$142K
|
+13,551
|
+3%
|
|
|
13
|
North Berkeley Wealth Management
Berkeley,
California
|
$4.91M
|
+$285K
|
+27,151
|
+6%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$4.71M
|
+$1.95M
|
+185,705
|
+69%
|
|
|
15
|
Sand Hill Global Advisors
Palo Alto,
California
|
$4.14M
|
+$243K
|
+23,175
|
+6%
|
|
|
16
|
MASECO Private Wealth
London,
|
$3.97M
|
+$763K
|
+72,694
|
+23%
|
|
|
17
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.62M
|
-$56.1K
|
-5,351
|
-2%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$3.62M
|
-$585K
|
-55,788
|
-14%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.47M
|
+$737K
|
+70,238
|
+27%
|
|
|
20
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.66M
|
-$271K
|
-25,830
|
-9%
|
|
|
21
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.65M
|
+$152K
|
+14,481
|
+6%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.56M
|
+$1.74M
|
+165,707
|
+207%
|
|
|
23
|
Red Lighthouse Investment Management
New York
|
$2.37M
|
+$35K
|
+3,336
|
+1%
|
|
|
24
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.23M
|
+$101K
|
+9,629
|
+5%
|
|
|
25
|
Perigon Wealth Management
San Francisco,
California
|
$2.21M
|
+$211K
|
+20,158
|
+10%
|
|
