|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
110 Mio. $
|
+333.096 $
|
+6.459
|
+0,3 %
|
|
|
2
|
MASECO Private Wealth
London,
|
76,3 Mio. $
|
+75,1 Mio. $
|
+1.455.542
|
Neu
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
23,8 Mio. $
|
-138.003 $
|
-2.676
|
-0,6 %
|
|
|
4
|
Blue Oak Capital
Menlo Park,
California
|
17,5 Mio. $
|
+827.196 $
|
+16.040
|
+5 %
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
10 Mio. $
|
+849.990 $
|
+16.482
|
+9 %
|
|
|
6
|
|
9,8 Mio. $
|
-521.587 $
|
-10.114
|
-5 %
|
|
|
7
|
Planning Center Inc
Moline,
Illinois
|
8,32 Mio. $
|
+590.486 $
|
+11.450
|
+8 %
|
|
|
8
|
Momentous Wealth Management
Vancouver,
Washington
|
8,26 Mio. $
|
+593.735 $
|
+11.513
|
+8 %
|
|
|
9
|
Citrine Capital
San Francisco,
California
|
7,46 Mio. $
|
+368.834 $
|
+7.152
|
+5 %
|
|
|
10
|
Parkshore Wealth Management
Granite Bay,
California
|
6,74 Mio. $
|
+2 Mio. $
|
+38.875
|
+43 %
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
5,5 Mio. $
|
-1,17 Mio. $
|
-22.617
|
-18 %
|
|
|
12
|
Archer Investment Management
Austin,
Texas
|
4,54 Mio. $
|
+68.795 $
|
+1.334
|
+2 %
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
4,47 Mio. $
|
+361.975 $
|
+7.019
|
+9 %
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
4,37 Mio. $
|
+138.261 $
|
+2.681
|
+3 %
|
|
|
15
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
3,99 Mio. $
|
+528.394 $
|
+10.246
|
+16 %
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
2,82 Mio. $
|
-479.763 $
|
-9.303
|
-15 %
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
2,76 Mio. $
|
+272.500 $
|
+5.284
|
+11 %
|
|
|
18
|
RAM Investment Partners
Bellevue,
Washington
|
2,57 Mio. $
|
+438.558 $
|
+8.504
|
+21 %
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
2,27 Mio. $
|
+1,97 Mio. $
|
+38.248
|
+771 %
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
1,94 Mio. $
|
+1,5 Mio. $
|
+29.095
|
+372 %
|
|
|
21
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
1,91 Mio. $
|
+1,88 Mio. $
|
+36.406
|
Neu
|
|
|
22
|
LPL Financial
San Diego,
California
|
1,9 Mio. $
|
+323.968 $
|
+6.282
|
+21 %
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
1,74 Mio. $
|
+1,06 Mio. $
|
+20.568
|
+164 %
|
|
|
24
|
|
1,54 Mio. $
|
-36.306 $
|
-704
|
-2 %
|
|
|
25
|
Samalin Investment Counsel
Chappaqua,
New York
|
1,38 Mio. $
|
-218.866 $
|
-4.244
|
-14 %
|
|
