|
1
|
AWM Capital
Phoenix,
Arizona
|
$40.2M
|
+$2.93M
|
+61,181
|
+8%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$32.9M
|
+$4.93M
|
+103,062
|
+18%
|
|
|
3
|
MASECO Private Wealth
London,
|
$29M
|
+$274K
|
+5,736
|
+1%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.8M
|
+$1.55M
|
+32,450
|
+6%
|
|
|
5
|
Quantum Financial Advisors
El Segundo,
California
|
$25.8M
|
-$839K
|
-17,556
|
-3%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
$21.6M
|
+$195K
|
+4,081
|
+0.9%
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
$17.9M
|
-$425K
|
-8,878
|
-2%
|
|
|
8
|
Citrine Capital
San Francisco,
California
|
$15.8M
|
-$240K
|
-5,012
|
-2%
|
|
|
9
|
Abacus Wealth Partners
Santa Monica,
California
|
$15.5M
|
-$1.08M
|
-22,541
|
-7%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$15M
|
+$11.2K
|
+235
|
+0.1%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$12.8M
|
+$2.27M
|
+47,555
|
+22%
|
|
|
12
|
Retirement Solution
Redmond,
Washington
|
$12.6M
|
-$176K
|
-3,680
|
-1%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$9.38M
|
+$9.17M
|
+191,799
|
New
|
|
|
14
|
Wealth Architects
Mountain View,
California
|
$7.58M
|
-$55.5K
|
-1,161
|
-0.7%
|
|
|
15
|
Elser Financial Planning
Indianapolis,
Indiana
|
$6.17M
|
-$22.2K
|
-465
|
-0.4%
|
|
|
16
|
Schoolcraft Capital
Boulder,
Colorado
|
$6.01M
|
-$625K
|
-13,077
|
-10%
|
|
|
17
|
|
$5.34M
|
+$202K
|
+4,217
|
+4%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$5.11M
|
-$161K
|
-3,374
|
-3%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$4.88M
|
+$356K
|
+7,449
|
+8%
|
|
|
20
|
Brighton Jones LLC
Seattle,
Washington
|
$4.46M
|
+$431K
|
+9,021
|
+11%
|
|
|
21
|
Greenspring Advisors
Towson,
Maryland
|
$4.45M
|
-$2.83M
|
-59,252
|
-39%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4.12M
|
-$30.9K
|
-646
|
-0.8%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$4.11M
|
+$577K
|
+12,063
|
+17%
|
|
|
24
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.99M
|
-$345K
|
-7,219
|
-8%
|
|
|
25
|
RAM Investment Partners
Bellevue,
Washington
|
$3.84M
|
+$359K
|
+7,500
|
+11%
|
|
