|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$135M
|
+$9.34M
|
+179,261
|
+7%
|
|
|
2
|
MASECO Private Wealth
London,
|
$96M
|
+$7.36M
|
+141,357
|
+8%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$43.6M
|
+$5.18M
|
+99,469
|
+13%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$27.2M
|
+$586K
|
+11,250
|
+2%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$13.5M
|
+$805K
|
+15,461
|
+6%
|
|
|
6
|
|
$13.4M
|
+$1.37M
|
+26,229
|
+11%
|
|
|
7
|
Simplicity Wealth
Summit,
New Jersey
|
$13M
|
-$120K
|
-2,301
|
-0.9%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$12.7M
|
-$4.3M
|
-82,581
|
-25%
|
|
|
9
|
Parkshore Wealth Management
Granite Bay,
California
|
$11.2M
|
+$2.06M
|
+39,582
|
+22%
|
|
|
10
|
Planning Center Inc
Moline,
Illinois
|
$9.78M
|
+$247K
|
+4,748
|
+3%
|
|
|
11
|
Momentous Wealth Management
Vancouver,
Washington
|
$9.53M
|
+$569K
|
+10,929
|
+6%
|
|
|
12
|
Citrine Capital
San Francisco,
California
|
$8.55M
|
+$294K
|
+5,654
|
+4%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$8.31M
|
+$1.59M
|
+30,491
|
+24%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$6.5M
|
+$267K
|
+5,127
|
+4%
|
|
|
15
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$5.42M
|
+$929K
|
+17,840
|
+21%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.91M
|
+$98.1K
|
+1,884
|
+2%
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.6M
|
+$2.27M
|
+43,545
|
+96%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.2M
|
+$2.06M
|
+39,528
|
+95%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4M
|
+$37.3K
|
+717
|
+0.9%
|
|
|
20
|
RAM Investment Partners
Bellevue,
Washington
|
$3.25M
|
+$193K
|
+3,713
|
+6%
|
|
|
21
|
|
$3.02M
|
+$166K
|
+3,193
|
+6%
|
|
|
22
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.56M
|
+$55.5K
|
+1,065
|
+2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.51M
|
+$356K
|
+6,836
|
+16%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$2.42M
|
+$2.13M
|
+40,943
|
+711%
|
|
|
25
|
|
$2.32M
|
+$138K
|
+2,643
|
+6%
|
|
