|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$103M
|
+$3.9M
|
+74,643
|
+4%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$18.9M
|
+$284K
|
+5,428
|
+2%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$12.2M
|
+$733K
|
+14,025
|
+6%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$6.37M
|
+$989K
|
+18,920
|
+19%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$5.49M
|
+$159K
|
+3,032
|
+3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.6M
|
+$592K
|
+11,320
|
+20%
|
|
|
7
|
Apella Capital
West Hartford,
Connecticut
|
$3.02M
|
+$280K
|
+5,358
|
+10%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.95M
|
-$10.1K
|
-194
|
-0.3%
|
|
|
9
|
|
$2.41M
|
+$1.52M
|
+29,119
|
+180%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.16M
|
-$1.73K
|
-33
|
-0.1%
|
|
|
11
|
RAM Investment Partners
Bellevue,
Washington
|
$1.83M
|
+$807K
|
+15,442
|
+82%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.6M
|
+$1.57M
|
+30,028
|
New
|
|
|
13
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.59M
|
+$45.2K
|
+864
|
+3%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.24M
|
+$725K
|
+13,870
|
+147%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$5.65K
|
+108
|
+0.5%
|
|
|
16
|
Creative Capital Management Investments
San Diego,
California
|
$1.1M
|
+$404K
|
+7,730
|
+60%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
$991K
|
-$17K
|
-326
|
-2%
|
|
|
18
|
Diversify Wealth Management
Sandy,
Utah
|
$847K
|
-$4.5K
|
-86
|
-0.5%
|
|
|
19
|
BetterWealth
San Jose,
California
|
$845K
|
-$25.4K
|
-485
|
-3%
|
|
|
20
|
|
$776K
|
+$557K
|
+10,652
|
+270%
|
|
|
21
|
Modera Wealth Management
Westwood,
New Jersey
|
$774K
|
+$2.04K
|
+39
|
+0.3%
|
|
|
22
|
Concord Wealth Partners
Abingdon,
Virginia
|
$666K
|
+$1.1K
|
+21
|
+0.2%
|
|
|
23
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$654K
|
+$3.92K
|
+75
|
+0.6%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
$558K
|
+$1.41K
|
+27
|
+0.3%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$556K
|
+$56K
|
+1,070
|
+11%
|
|
