|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$106M
|
+$7.69M
|
+147,541
|
+8%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$20.2M
|
+$2.15M
|
+41,195
|
+12%
|
|
|
3
|
Blue Oak Capital
Menlo Park,
California
|
$15M
|
+$15.3M
|
+293,630
|
New
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$12M
|
+$287K
|
+5,515
|
+2%
|
|
|
5
|
|
$10.8M
|
+$11.1M
|
+212,910
|
New
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$7.24M
|
+$1.16M
|
+22,276
|
+19%
|
|
|
7
|
Momentous Wealth Management
Vancouver,
Washington
|
$6.99M
|
+$7.15M
|
+137,155
|
New
|
|
|
8
|
Citrine Capital
San Francisco,
California
|
$6.95M
|
+$7.11M
|
+136,344
|
New
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$5.41M
|
+$153K
|
+2,938
|
+3%
|
|
|
10
|
Archer Investment Management
Austin,
Texas
|
$4.55M
|
+$4.65M
|
+89,281
|
New
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.82M
|
+$384K
|
+7,362
|
+11%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$3.43M
|
+$546K
|
+10,474
|
+18%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.15M
|
+$3.22M
|
+61,802
|
New
|
|
|
14
|
Parkshore Wealth Management
Granite Bay,
California
|
$3M
|
+$3.07M
|
+58,952
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.76M
|
-$63.4K
|
-1,217
|
-2%
|
|
|
16
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.63M
|
+$2.69M
|
+51,641
|
New
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.48M
|
+$418K
|
+8,015
|
+20%
|
|
|
18
|
|
$2.17M
|
-$146K
|
-2,807
|
-6%
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.08M
|
+$918K
|
+17,617
|
+76%
|
|
|
20
|
RAM Investment Partners
Bellevue,
Washington
|
$1.98M
|
+$237K
|
+4,547
|
+13%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.81M
|
+$290K
|
+5,570
|
+19%
|
|
|
22
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.55M
|
+$21.4K
|
+411
|
+1%
|
|
|
23
|
|
$1.5M
|
+$776K
|
+14,892
|
+102%
|
|
|
24
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$1.36M
|
+$1.4M
|
+26,790
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.24M
|
+$128K
|
+2,458
|
+11%
|
|
