|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$110M
|
+$333K
|
+6,459
|
+0.3%
|
|
|
2
|
MASECO Private Wealth
London,
|
$76.3M
|
+$75.1M
|
+1,455,542
|
New
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$23.8M
|
-$138K
|
-2,676
|
-0.6%
|
|
|
4
|
Blue Oak Capital
Menlo Park,
California
|
$17.5M
|
+$827K
|
+16,040
|
+5%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$10M
|
+$850K
|
+16,482
|
+9%
|
|
|
6
|
|
$9.78M
|
-$522K
|
-10,114
|
-5%
|
|
|
7
|
Planning Center Inc
Moline,
Illinois
|
$8.32M
|
+$590K
|
+11,450
|
+8%
|
|
|
8
|
Momentous Wealth Management
Vancouver,
Washington
|
$8.26M
|
+$594K
|
+11,513
|
+8%
|
|
|
9
|
Citrine Capital
San Francisco,
California
|
$7.46M
|
+$369K
|
+7,152
|
+5%
|
|
|
10
|
Parkshore Wealth Management
Granite Bay,
California
|
$6.74M
|
+$2M
|
+38,875
|
+43%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$5.5M
|
-$1.17M
|
-22,617
|
-18%
|
|
|
12
|
Archer Investment Management
Austin,
Texas
|
$4.54M
|
+$68.8K
|
+1,334
|
+2%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$4.47M
|
+$362K
|
+7,019
|
+9%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.37M
|
+$138K
|
+2,681
|
+3%
|
|
|
15
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.99M
|
+$528K
|
+10,246
|
+16%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.82M
|
-$480K
|
-9,303
|
-15%
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.76M
|
+$273K
|
+5,284
|
+11%
|
|
|
18
|
RAM Investment Partners
Bellevue,
Washington
|
$2.57M
|
+$439K
|
+8,504
|
+21%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$2.27M
|
+$1.97M
|
+38,248
|
+771%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.94M
|
+$1.5M
|
+29,095
|
+372%
|
|
|
21
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.91M
|
+$1.88M
|
+36,406
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.9M
|
+$324K
|
+6,282
|
+21%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.74M
|
+$1.06M
|
+20,568
|
+164%
|
|
|
24
|
|
$1.54M
|
-$36.3K
|
-704
|
-2%
|
|
|
25
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.38M
|
-$219K
|
-4,244
|
-14%
|
|
