|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$1780万
|
-$9.14万
|
-3,056
|
-0.5%
|
|
|
2
|
|
$1187万
|
+$734万
|
+245,426
|
+170%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$980万
|
+$120万
|
+40,189
|
+14%
|
|
|
4
|
Five Oceans Advisors
Santa Monica,
California
|
$852万
|
+$2.12万
|
+708
|
+0.3%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$619万
|
+$15.9万
|
+5,302
|
+3%
|
|
|
6
|
AWM Capital
Phoenix,
Arizona
|
$586万
|
+$344万
|
+115,067
|
+148%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$488万
|
-$28.3万
|
-9,470
|
-6%
|
|
|
8
|
Greenspring Advisors
Towson,
Maryland
|
$406万
|
+$399万
|
+133,416
|
新規
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$346万
|
+$12.9万
|
+4,324
|
+4%
|
|
|
10
|
Retirement Solution
Redmond,
Washington
|
$346万
|
+$13.5万
|
+4,517
|
+4%
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
$337万
|
+$293万
|
+97,849
|
+766%
|
|
|
12
|
Adero Partners
Pleasanton,
California
|
$323万
|
+$70.4万
|
+23,540
|
+28%
|
|
|
13
|
Heritage Financial Services
Westwood,
Massachusetts
|
$226万
|
+$13.5万
|
+4,525
|
+6%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$202万
|
+$192万
|
+64,118
|
新規
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$172万
|
+$32.6万
|
+10,892
|
+24%
|
|
|
16
|
Pathstone Family Office
Englewood,
New Jersey
|
$163万
|
+$130万
|
+43,469
|
+424%
|
|
|
17
|
|
$162万
|
+$33.4万
|
+11,151
|
+27%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$129万
|
+$86.1万
|
+28,793
|
+213%
|
|
|
19
|
Willow Creek Wealth Management
Sebastopol,
California
|
$125万
|
+$31.3万
|
+10,447
|
+34%
|
|
|
20
|
Northland Capital Management
Virginia,
Minnesota
|
$94.4万
|
+$92.7万
|
+30,998
|
新規
|
|
|
21
|
Schoolcraft Capital
Boulder,
Colorado
|
$83.6万
|
+$8.39万
|
+2,805
|
+11%
|
|
|
22
|
Wealth Architects
Mountain View,
California
|
$83.4万
|
+$82万
|
+27,405
|
新規
|
|
|
23
|
Planning Center Inc
Moline,
Illinois
|
$75.1万
|
-$1,077
|
-36
|
-0.1%
|
|
|
24
|
Cordant Inc
Portland,
Oregon
|
$66.9万
|
+$14.7万
|
+4,930
|
+29%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$66.6万
|
+$65.5万
|
+21,892
|
新規
|
|
