|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$17.6M
|
+$17.4M
|
+587,705
|
New
|
|
|
2
|
Abacus Wealth Partners
Santa Monica,
California
|
$8.42M
|
+$229K
|
+7,720
|
+3%
|
|
|
3
|
Five Oceans Advisors
Santa Monica,
California
|
$8.35M
|
+$47.3K
|
+1,596
|
+0.6%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$5.92M
|
+$911K
|
+30,720
|
+18%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$5.22M
|
-$3.66M
|
-123,378
|
-41%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$5.07M
|
-$3.73M
|
-125,816
|
-43%
|
|
|
7
|
|
$4.32M
|
-$6.43M
|
-217,012
|
-60%
|
|
|
8
|
Flow Traders U.S.
New York
|
$3.86M
|
+$3.83M
|
+129,098
|
New
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$3.27M
|
+$3.24M
|
+109,379
|
New
|
|
|
10
|
Retirement Solution
Redmond,
Washington
|
$3.26M
|
+$3.23M
|
+109,102
|
New
|
|
|
11
|
Adero Partners
Pleasanton,
California
|
$2.47M
|
+$1.74M
|
+58,662
|
+244%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$2.32M
|
+$1.32M
|
+44,411
|
+134%
|
|
|
13
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.08M
|
-$14.9K
|
-502
|
-0.7%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$1.36M
|
+$574K
|
+19,367
|
+74%
|
|
|
15
|
Brainard Capital Management
Austin,
Texas
|
$1.29M
|
+$504
|
+17
|
+0%
|
|
|
16
|
|
$1.26M
|
+$1.02M
|
+34,299
|
+442%
|
|
|
17
|
RAM Investment Partners
Bellevue,
Washington
|
$932K
|
+$163K
|
+5,507
|
+21%
|
|
|
18
|
Willow Creek Wealth Management
Sebastopol,
California
|
$917K
|
+$358K
|
+12,084
|
+65%
|
|
|
19
|
Planning Center Inc
Moline,
Illinois
|
$744K
|
-$23.1K
|
-778
|
-3%
|
|
|
20
|
Schoolcraft Capital
Boulder,
Colorado
|
$737K
|
+$508K
|
+17,125
|
+227%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$610K
|
–
|
–
|
–
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
$534K
|
+$529K
|
+17,856
|
New
|
|
|
23
|
Cordant Inc
Portland,
Oregon
|
$509K
|
+$17.4K
|
+586
|
+4%
|
|
|
24
|
BetterWealth
San Jose,
California
|
$508K
|
+$504K
|
+16,986
|
New
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$444K
|
+$440K
|
+14,839
|
New
|
|
