|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$150M
|
+$14.2M
|
+272,811
|
+10%
|
|
|
2
|
MASECO Private Wealth
London,
|
$100M
|
+$3.43M
|
+65,938
|
+4%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$52.5M
|
+$8.58M
|
+164,970
|
+20%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$28.2M
|
+$739K
|
+14,198
|
+3%
|
|
|
5
|
Simplicity Wealth
Summit,
New Jersey
|
$15.1M
|
+$1.98M
|
+38,134
|
+15%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$14.9M
|
+$1.27M
|
+24,390
|
+9%
|
|
|
7
|
|
$13.5M
|
+$73.6K
|
+1,415
|
+0.6%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$12.6M
|
-$187K
|
-3,587
|
-1%
|
|
|
9
|
Parkshore Wealth Management
Granite Bay,
California
|
$12.3M
|
+$1.01M
|
+19,384
|
+9%
|
|
|
10
|
Planning Center Inc
Moline,
Illinois
|
$10.1M
|
+$227K
|
+4,357
|
+2%
|
|
|
11
|
Momentous Wealth Management
Vancouver,
Washington
|
$9.87M
|
+$276K
|
+5,312
|
+3%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$9.4M
|
+$1.16M
|
+22,285
|
+14%
|
|
|
13
|
Citrine Capital
San Francisco,
California
|
$8.56M
|
-$53.9K
|
-1,036
|
-0.6%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$7.08M
|
+$536K
|
+10,298
|
+8%
|
|
|
15
|
Shira Ridge Wealth Management
Larkspur,
California
|
$6.61M
|
+$6.6M
|
+126,923
|
New
|
|
|
16
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$5.76M
|
+$303K
|
+5,826
|
+6%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.26M
|
+$366K
|
+7,029
|
+7%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.91M
|
+$688K
|
+13,226
|
+16%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.84M
|
+$812K
|
+15,596
|
+20%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.83M
|
+$199K
|
+3,826
|
+4%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$4.69M
|
+$4.69M
|
+90,070
|
New
|
|
|
22
|
Clarity Wealth Development
Corvallis,
Oregon
|
$3.76M
|
+$3.75M
|
+72,072
|
New
|
|
|
23
|
RAM Investment Partners
Bellevue,
Washington
|
$3.24M
|
-$32.8K
|
-630
|
-1%
|
|
|
24
|
|
$3.05M
|
+$4.16K
|
+80
|
+0.1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$2.6M
|
+$69.8K
|
+1,341
|
+3%
|
|
