|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$126M
|
+$9.35M
|
+177,273
|
+8%
|
|
|
2
|
MASECO Private Wealth
London,
|
$88.8M
|
+$6.14M
|
+116,415
|
+7%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$38.4M
|
+$6.61M
|
+125,305
|
+20%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$26.7M
|
+$1.48M
|
+28,060
|
+6%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$17M
|
-$80K
|
-1,517
|
-0.5%
|
|
|
6
|
Simplicity Wealth
Summit,
New Jersey
|
$13.2M
|
+$13.4M
|
+254,275
|
New
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$12.7M
|
+$1.31M
|
+24,866
|
+11%
|
|
|
8
|
|
$12M
|
+$1.38M
|
+26,228
|
+13%
|
|
|
9
|
Planning Center Inc
Moline,
Illinois
|
$9.5M
|
+$1.3M
|
+24,624
|
+15%
|
|
|
10
|
Parkshore Wealth Management
Granite Bay,
California
|
$9.16M
|
+$902K
|
+17,096
|
+11%
|
|
|
11
|
Momentous Wealth Management
Vancouver,
Washington
|
$8.97M
|
+$706K
|
+13,383
|
+8%
|
|
|
12
|
ProCore Advisors
Newport Beach,
California
|
$8.78M
|
+$8.94M
|
+169,411
|
New
|
|
|
13
|
Citrine Capital
San Francisco,
California
|
$8.26M
|
+$713K
|
+13,516
|
+9%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$6.66M
|
+$1.01M
|
+19,106
|
+17%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$6.24M
|
+$65.2K
|
+1,235
|
+1%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.81M
|
+$92.3K
|
+1,749
|
+2%
|
|
|
17
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$4.5M
|
+$122K
|
+2,316
|
+3%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.97M
|
+$685K
|
+12,976
|
+20%
|
|
|
19
|
Archer Investment Management
Austin,
Texas
|
$3.71M
|
-$924K
|
-17,510
|
-20%
|
|
|
20
|
|
$3.25M
|
-$2.81M
|
-53,172
|
-46%
|
|
|
21
|
RAM Investment Partners
Bellevue,
Washington
|
$3.06M
|
+$397K
|
+7,519
|
+15%
|
|
|
22
|
|
$2.86M
|
+$685K
|
+12,978
|
+31%
|
|
|
23
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.51M
|
+$2.56M
|
+48,433
|
New
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.35M
|
+$1.69M
|
+32,073
|
+242%
|
|
|
25
|
|
$2.19M
|
+$2.23M
|
+42,226
|
New
|
|
