|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$108M
|
+$667K
|
+13,020
|
+0.6%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$23.5M
|
+$3.02M
|
+58,888
|
+15%
|
|
|
3
|
Blue Oak Capital
Menlo Park,
California
|
$16.4M
|
+$1.25M
|
+24,431
|
+8%
|
|
|
4
|
Passive Capital Management
Baltimore,
Maryland
|
$12.6M
|
+$19.3M
|
+376,440
|
New
|
|
|
5
|
|
$10.1M
|
-$834K
|
-16,285
|
-8%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$9.04M
|
+$8.99M
|
+175,533
|
New
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$8.99M
|
+$1.66M
|
+32,363
|
+23%
|
|
|
8
|
Planning Center Inc
Moline,
Illinois
|
$7.58M
|
+$7.54M
|
+147,228
|
New
|
|
|
9
|
Momentous Wealth Management
Vancouver,
Washington
|
$7.52M
|
+$456K
|
+8,898
|
+6%
|
|
|
10
|
Citrine Capital
San Francisco,
California
|
$6.96M
|
-$60.2K
|
-1,176
|
-0.9%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$6.56M
|
+$1.09M
|
+21,233
|
+20%
|
|
|
12
|
Parkshore Wealth Management
Granite Bay,
California
|
$4.61M
|
+$1.57M
|
+30,635
|
+52%
|
|
|
13
|
Archer Investment Management
Austin,
Texas
|
$4.39M
|
-$204K
|
-3,975
|
-4%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.16M
|
+$299K
|
+5,830
|
+8%
|
|
|
15
|
Apella Capital
West Hartford,
Connecticut
|
$4.01M
|
+$582K
|
+11,363
|
+17%
|
|
|
16
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.39M
|
+$728K
|
+14,222
|
+28%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.25M
|
+$739K
|
+14,432
|
+30%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.86M
|
+$65.1K
|
+1,272
|
+2%
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.44M
|
+$329K
|
+6,432
|
+16%
|
|
|
20
|
RAM Investment Partners
Bellevue,
Washington
|
$2.08M
|
+$77.6K
|
+1,515
|
+4%
|
|
|
21
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.57M
|
+$6.66K
|
+130
|
+0.4%
|
|
|
22
|
|
$1.55M
|
+$29.6K
|
+578
|
+2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.55M
|
+$291K
|
+5,684
|
+23%
|
|
|
24
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$1.38M
|
+$2.36K
|
+46
|
+0.2%
|
|
|
25
|
Creative Capital Management Investments
San Diego,
California
|
$1.27M
|
+$81.7K
|
+1,595
|
+7%
|
|
