|
1
|
AWM Capital
Phoenix,
Arizona
|
40,2 Mio. $
|
+2,93 Mio. $
|
+61.181
|
+8 %
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
32,9 Mio. $
|
+4,93 Mio. $
|
+103.062
|
+18 %
|
|
|
3
|
MASECO Private Wealth
London,
|
29 Mio. $
|
+274.280 $
|
+5.736
|
+1 %
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
27,8 Mio. $
|
+1,55 Mio. $
|
+32.450
|
+6 %
|
|
|
5
|
Quantum Financial Advisors
El Segundo,
California
|
25,8 Mio. $
|
-839.481 $
|
-17.556
|
-3 %
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
21,6 Mio. $
|
+195.142 $
|
+4.081
|
+0,9 %
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
17,9 Mio. $
|
-424.522 $
|
-8.878
|
-2 %
|
|
|
8
|
Citrine Capital
San Francisco,
California
|
15,8 Mio. $
|
-239.660 $
|
-5.012
|
-2 %
|
|
|
9
|
Abacus Wealth Partners
Santa Monica,
California
|
15,5 Mio. $
|
-1,08 Mio. $
|
-22.541
|
-7 %
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
15 Mio. $
|
+11.237 $
|
+235
|
+0,1 %
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
12,8 Mio. $
|
+2,27 Mio. $
|
+47.555
|
+22 %
|
|
|
12
|
Retirement Solution
Redmond,
Washington
|
12,6 Mio. $
|
-175.968 $
|
-3.680
|
-1 %
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
9,38 Mio. $
|
+9,17 Mio. $
|
+191.799
|
Neu
|
|
|
14
|
Wealth Architects
Mountain View,
California
|
7,58 Mio. $
|
-55.516 $
|
-1.161
|
-0,7 %
|
|
|
15
|
Elser Financial Planning
Indianapolis,
Indiana
|
6,17 Mio. $
|
-22.235 $
|
-465
|
-0,4 %
|
|
|
16
|
Schoolcraft Capital
Boulder,
Colorado
|
6,01 Mio. $
|
-625.307 $
|
-13.077
|
-10 %
|
|
|
17
|
|
5,34 Mio. $
|
+201.646 $
|
+4.217
|
+4 %
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
5,11 Mio. $
|
-161.336 $
|
-3.374
|
-3 %
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
4,88 Mio. $
|
+356.191 $
|
+7.449
|
+8 %
|
|
|
20
|
Brighton Jones LLC
Seattle,
Washington
|
4,46 Mio. $
|
+431.360 $
|
+9.021
|
+11 %
|
|
|
21
|
Greenspring Advisors
Towson,
Maryland
|
4,45 Mio. $
|
-2,83 Mio. $
|
-59.252
|
-39 %
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
4,12 Mio. $
|
-30.890 $
|
-646
|
-0,8 %
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
4,11 Mio. $
|
+576.820 $
|
+12.063
|
+17 %
|
|
|
24
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
3,99 Mio. $
|
-345.193 $
|
-7.219
|
-8 %
|
|
|
25
|
RAM Investment Partners
Bellevue,
Washington
|
3,84 Mio. $
|
+358.630 $
|
+7.500
|
+11 %
|
|
