|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$39.7M
|
-$8.18M
|
-199,277
|
-17%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$24.7M
|
+$1.74M
|
+42,487
|
+8%
|
|
|
3
|
WorthPointe
La Jolla,
California
|
$11M
|
+$863K
|
+21,024
|
+9%
|
|
|
4
|
|
$10.6M
|
+$4.83M
|
+117,667
|
+83%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$10.5M
|
+$811K
|
+19,760
|
+8%
|
|
|
6
|
BetterWealth
San Jose,
California
|
$10.4M
|
+$143K
|
+3,496
|
+1%
|
|
|
7
|
Aprio Wealth Management
Atlanta,
Georgia
|
$8.91M
|
+$8.93M
|
+217,672
|
New
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$8.68M
|
+$8.65M
|
+210,908
|
New
|
|
|
9
|
LAM Group
Lake Oswego,
Oregon
|
$7.9M
|
+$4.13M
|
+100,730
|
+109%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$7.8M
|
+$215K
|
+5,249
|
+3%
|
|
|
11
|
Seaside Wealth Management
Carlsbad,
California
|
$6.3M
|
+$6.31M
|
+153,837
|
New
|
|
|
12
|
Larson Financial Group
St Louis,
Missouri
|
$6.02M
|
-$44K
|
-1,073
|
-0.7%
|
|
|
13
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$5.92M
|
+$686K
|
+16,722
|
+13%
|
|
|
14
|
American Century Companies
Kansas City,
Missouri
|
$5.49M
|
+$1.1M
|
+26,815
|
+25%
|
|
|
15
|
Level Financial Advisors
East Amherst,
New York
|
$5.38M
|
+$1.43M
|
+34,762
|
+36%
|
|
|
16
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$5.25M
|
+$26.1K
|
+636
|
+0.5%
|
|
|
17
|
SOL Capital Management
Rockville,
Maryland
|
$4.55M
|
+$759K
|
+18,490
|
+20%
|
|
|
18
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$4.13M
|
+$176K
|
+4,293
|
+4%
|
|
|
19
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$3.9M
|
+$1.36M
|
+33,256
|
+54%
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.87M
|
+$65.9K
|
+1,606
|
+2%
|
|
|
21
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.87M
|
+$240K
|
+5,860
|
+7%
|
|
|
22
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$3.29M
|
-$3.17M
|
-77,192
|
-49%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.15M
|
+$27.7K
|
+675
|
+0.9%
|
|
|
24
|
Red Lighthouse Investment Management
New York
|
$2.98M
|
+$313K
|
+7,621
|
+12%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.5M
|
+$2.5M
|
+60,965
|
New
|
|
