|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$48.4M
|
+$229K
|
+5,369
|
+0.5%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$23.3M
|
+$5.15M
|
+121,030
|
+27%
|
|
|
3
|
BetterWealth
San Jose,
California
|
$10.3M
|
-$3.02K
|
-71
|
-0%
|
|
|
4
|
WorthPointe
La Jolla,
California
|
$10.2M
|
+$7.44M
|
+174,802
|
+243%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$9.85M
|
+$1.29M
|
+30,248
|
+15%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$7.68M
|
+$2.34M
|
+54,880
|
+42%
|
|
|
7
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$6.53M
|
-$172K
|
-4,046
|
-3%
|
|
|
8
|
Larson Financial Group
St Louis,
Missouri
|
$6.14M
|
+$31.6K
|
+743
|
+0.5%
|
|
|
9
|
|
$5.9M
|
-$3.26M
|
-76,561
|
-35%
|
|
|
10
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$5.3M
|
+$234K
|
+5,492
|
+4%
|
|
|
11
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$5.29M
|
+$56.6K
|
+1,330
|
+1%
|
|
|
12
|
American Century Companies
Kansas City,
Missouri
|
$4.45M
|
+$2.2M
|
+51,711
|
+93%
|
|
|
13
|
Level Financial Advisors
East Amherst,
New York
|
$4M
|
+$791K
|
+18,584
|
+24%
|
|
|
14
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$4M
|
+$4.11M
|
+96,491
|
New
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.86M
|
+$290K
|
+6,814
|
+8%
|
|
|
16
|
SOL Capital Management
Rockville,
Maryland
|
$3.84M
|
+$722K
|
+16,957
|
+22%
|
|
|
17
|
LAM Group
Lake Oswego,
Oregon
|
$3.82M
|
+$231K
|
+5,425
|
+6%
|
|
|
18
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.67M
|
+$622K
|
+14,611
|
+20%
|
|
|
19
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.13M
|
+$215K
|
+5,042
|
+7%
|
|
|
20
|
Red Lighthouse Investment Management
New York
|
$2.7M
|
-$177K
|
-4,148
|
-6%
|
|
|
21
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$2.57M
|
+$943K
|
+22,161
|
+56%
|
|
|
22
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.16M
|
+$97.7K
|
+2,296
|
+5%
|
|
|
23
|
Collective Family Office
York,
Pennsylvania
|
$1.99M
|
+$280K
|
+6,587
|
+16%
|
|
|
24
|
Forum Financial Management
Lombard,
Illinois
|
$1.51M
|
+$561K
|
+13,171
|
+57%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.5M
|
+$1.54M
|
+36,195
|
New
|
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