|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$131M
|
+$2.65M
|
+246,027
|
+2%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$38M
|
+$1.03M
|
+95,642
|
+3%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37.2M
|
-$1.32M
|
-122,609
|
-3%
|
|
|
4
|
First Pacific Financial
Vancouver,
Washington
|
$15.6M
|
+$305K
|
+28,314
|
+2%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$15.6M
|
+$1.54M
|
+143,598
|
+11%
|
|
|
6
|
Forum Financial Management
Lombard,
Illinois
|
$13.7M
|
+$157K
|
+14,589
|
+1%
|
|
|
7
|
PFG Investments
Woodbury,
New York
|
$9.5M
|
+$83.9K
|
+7,799
|
+0.9%
|
|
|
8
|
Natural Investments
Windsor,
California
|
$8.39M
|
+$1.04M
|
+96,464
|
+13%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$6.53M
|
-$67.9K
|
-6,307
|
-1%
|
|
|
10
|
Colorado Capital Management
Boulder,
Colorado
|
$6.1M
|
+$341K
|
+31,666
|
+6%
|
|
|
11
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.64M
|
+$136K
|
+12,626
|
+2%
|
|
|
12
|
SOA Wealth Advisors
New York
|
$5.58M
|
+$180K
|
+16,747
|
+3%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$5.24M
|
+$582K
|
+54,059
|
+12%
|
|
|
14
|
MASECO Private Wealth
London,
|
$5.19M
|
+$1.28M
|
+118,881
|
+31%
|
|
|
15
|
North Berkeley Wealth Management
Berkeley,
California
|
$4.96M
|
+$87K
|
+8,083
|
+2%
|
|
|
16
|
Sand Hill Global Advisors
Palo Alto,
California
|
$4.1M
|
-$14.6K
|
-1,361
|
-0.3%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$3.77M
|
+$3.92M
|
+364,658
|
New
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.63M
|
+$2.54M
|
+235,890
|
+204%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$3.45M
|
-$154K
|
-14,274
|
-4%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.42M
|
-$27.5K
|
-2,557
|
-0.8%
|
|
|
21
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.68M
|
+$41K
|
+3,813
|
+1%
|
|
|
22
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.65M
|
+$12K
|
+1,117
|
+0.4%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.57M
|
+$30.1K
|
+2,801
|
+1%
|
|
|
24
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.51M
|
+$302K
|
+28,096
|
+13%
|
|
|
25
|
Red Lighthouse Investment Management
New York
|
$2.38M
|
+$27.6K
|
+2,565
|
+1%
|
|
