|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$94.9M
|
+$3.16M
|
+61,860
|
+3%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$17.9M
|
+$9.18M
|
+179,798
|
+105%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$11M
|
+$633K
|
+12,387
|
+6%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$5.16M
|
+$2.66M
|
+52,135
|
+107%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$5.12M
|
+$1.09M
|
+21,429
|
+27%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.88M
|
+$2.88M
|
+56,338
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.85M
|
+$124K
|
+2,437
|
+5%
|
|
|
8
|
Apella Capital
West Hartford,
Connecticut
|
$2.64M
|
+$606K
|
+11,860
|
+30%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.08M
|
+$2.08M
|
+40,691
|
New
|
|
|
10
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.49M
|
+$132K
|
+2,577
|
+10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$658K
|
+12,882
|
+145%
|
|
|
12
|
RW Investment Management
Eagle,
Idaho
|
$969K
|
-$56K
|
-1,096
|
-5%
|
|
|
13
|
RAM Investment Partners
Bellevue,
Washington
|
$967K
|
+$348K
|
+6,814
|
+56%
|
|
|
14
|
Diversify Wealth Management
Sandy,
Utah
|
$855K
|
+$834K
|
+16,332
|
New
|
|
|
15
|
BetterWealth
San Jose,
California
|
$837K
|
+$19.5K
|
+382
|
+2%
|
|
|
16
|
|
$829K
|
+$828K
|
+16,218
|
New
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$742K
|
-$43.1K
|
-843
|
-5%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$671K
|
-$405K
|
-7,937
|
-38%
|
|
|
19
|
Creative Capital Management Investments
San Diego,
California
|
$659K
|
–
|
–
|
–
|
|
|
20
|
Concord Wealth Partners
Abingdon,
Virginia
|
$639K
|
+$1.43K
|
+28
|
+0.2%
|
|
|
21
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$624K
|
-$125K
|
-2,456
|
-17%
|
|
|
22
|
Cahill Financial Advisors
Edina,
Minnesota
|
$535K
|
+$971
|
+19
|
+0.2%
|
|
|
23
|
Altiora Financial Group
Lebanon,
Ohio
|
$511K
|
+$511K
|
+10,000
|
New
|
|
|
24
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$491K
|
-$3.06K
|
-60
|
-0.6%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$481K
|
+$17.3K
|
+338
|
+4%
|
|
