|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5495万
|
+$241万
|
+53,576
|
+5%
|
|
|
2
|
MASECO Private Wealth
London,
|
$4570万
|
+$110万
|
+24,530
|
+2%
|
|
|
3
|
AWM Capital
Phoenix,
Arizona
|
$4489万
|
+$288万
|
+64,141
|
+7%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$4442万
|
+$854万
|
+189,897
|
+24%
|
|
|
5
|
Quantum Financial Advisors
El Segundo,
California
|
$3748万
|
-$41.9万
|
-9,313
|
-1%
|
|
|
6
|
|
$3461万
|
+$36.9万
|
+8,206
|
+1%
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$2730万
|
+$86.2万
|
+19,181
|
+3%
|
|
|
8
|
Five Oceans Advisors
Santa Monica,
California
|
$1924万
|
+$102万
|
+22,617
|
+6%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$1922万
|
+$45.2万
|
+10,059
|
+2%
|
|
|
10
|
Citrine Capital
San Francisco,
California
|
$1775万
|
+$15.7万
|
+3,500
|
+0.9%
|
|
|
11
|
Retirement Solution
Redmond,
Washington
|
$1576万
|
-$2.54万
|
-566
|
-0.2%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$1396万
|
+$173万
|
+38,428
|
+14%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$1385万
|
+$62.2万
|
+13,843
|
+5%
|
|
|
14
|
Forum Financial Management
Lombard,
Illinois
|
$1214万
|
+$24.4万
|
+5,419
|
+2%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$1121万
|
+$295万
|
+65,653
|
+36%
|
|
|
16
|
Elser Financial Planning
Indianapolis,
Indiana
|
$1081万
|
+$29.7万
|
+6,601
|
+3%
|
|
|
17
|
Bank of New York Mellon
New York
|
$1030万
|
+$763万
|
+169,818
|
+290%
|
|
|
18
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$995万
|
+$31.2万
|
+6,939
|
+3%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$987万
|
+$721万
|
+160,368
|
+275%
|
|
|
20
|
Hill Island Financial
Grand Rapids,
Michigan
|
$917万
|
+$43.6万
|
+9,705
|
+5%
|
|
|
21
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$911万
|
+$35.6万
|
+7,912
|
+4%
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
$835万
|
+$15.2万
|
+3,388
|
+2%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$834万
|
+$218万
|
+48,536
|
+36%
|
|
|
24
|
New Capital Management
Houston,
Texas
|
$812万
|
-$7,147
|
-159
|
-0.1%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$711万
|
+$21万
|
+4,671
|
+3%
|
|
