|
1
|
AWM Capital
Phoenix,
Arizona
|
$4017万
|
+$293万
|
+61,181
|
+8%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$3292万
|
+$493万
|
+103,062
|
+18%
|
|
|
3
|
MASECO Private Wealth
London,
|
$2903万
|
+$27.4万
|
+5,736
|
+1%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2783万
|
+$155万
|
+32,450
|
+6%
|
|
|
5
|
Quantum Financial Advisors
El Segundo,
California
|
$2584万
|
-$83.9万
|
-17,556
|
-3%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
$2162万
|
+$19.5万
|
+4,081
|
+0.9%
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
$1787万
|
-$42.5万
|
-8,878
|
-2%
|
|
|
8
|
Citrine Capital
San Francisco,
California
|
$1582万
|
-$24万
|
-5,012
|
-2%
|
|
|
9
|
Abacus Wealth Partners
Santa Monica,
California
|
$1553万
|
-$108万
|
-22,541
|
-7%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$1503万
|
+$1.12万
|
+235
|
+0.1%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$1280万
|
+$227万
|
+47,555
|
+22%
|
|
|
12
|
Retirement Solution
Redmond,
Washington
|
$1255万
|
-$17.6万
|
-3,680
|
-1%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$938万
|
+$917万
|
+191,799
|
新規
|
|
|
14
|
Wealth Architects
Mountain View,
California
|
$758万
|
-$5.55万
|
-1,161
|
-0.7%
|
|
|
15
|
Elser Financial Planning
Indianapolis,
Indiana
|
$617万
|
-$2.22万
|
-465
|
-0.4%
|
|
|
16
|
Schoolcraft Capital
Boulder,
Colorado
|
$601万
|
-$62.5万
|
-13,077
|
-10%
|
|
|
17
|
|
$534万
|
+$20.2万
|
+4,217
|
+4%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$511万
|
-$16.1万
|
-3,374
|
-3%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$488万
|
+$35.6万
|
+7,449
|
+8%
|
|
|
20
|
Brighton Jones LLC
Seattle,
Washington
|
$446万
|
+$43.1万
|
+9,021
|
+11%
|
|
|
21
|
Greenspring Advisors
Towson,
Maryland
|
$445万
|
-$283万
|
-59,252
|
-39%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$412万
|
-$3.09万
|
-646
|
-0.8%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$411万
|
+$57.7万
|
+12,063
|
+17%
|
|
|
24
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$399万
|
-$34.5万
|
-7,219
|
-8%
|
|
|
25
|
RAM Investment Partners
Bellevue,
Washington
|
$384万
|
+$35.9万
|
+7,500
|
+11%
|
|
