|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$17.8M
|
-$91.4K
|
-3,056
|
-0.5%
|
|
|
2
|
|
$11.9M
|
+$7.34M
|
+245,426
|
+170%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$9.8M
|
+$1.2M
|
+40,189
|
+14%
|
|
|
4
|
Five Oceans Advisors
Santa Monica,
California
|
$8.52M
|
+$21.2K
|
+708
|
+0.3%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$6.19M
|
+$159K
|
+5,302
|
+3%
|
|
|
6
|
AWM Capital
Phoenix,
Arizona
|
$5.86M
|
+$3.44M
|
+115,067
|
+148%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$4.88M
|
-$283K
|
-9,470
|
-6%
|
|
|
8
|
Greenspring Advisors
Towson,
Maryland
|
$4.06M
|
+$3.99M
|
+133,416
|
New
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$3.46M
|
+$129K
|
+4,324
|
+4%
|
|
|
10
|
Retirement Solution
Redmond,
Washington
|
$3.46M
|
+$135K
|
+4,517
|
+4%
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
$3.37M
|
+$2.93M
|
+97,849
|
+766%
|
|
|
12
|
Adero Partners
Pleasanton,
California
|
$3.23M
|
+$704K
|
+23,540
|
+28%
|
|
|
13
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.26M
|
+$135K
|
+4,525
|
+6%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.02M
|
+$1.92M
|
+64,118
|
New
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$1.72M
|
+$326K
|
+10,892
|
+24%
|
|
|
16
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.63M
|
+$1.3M
|
+43,469
|
+424%
|
|
|
17
|
|
$1.62M
|
+$334K
|
+11,151
|
+27%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$1.29M
|
+$861K
|
+28,793
|
+213%
|
|
|
19
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.25M
|
+$313K
|
+10,447
|
+34%
|
|
|
20
|
Northland Capital Management
Virginia,
Minnesota
|
$944K
|
+$927K
|
+30,998
|
New
|
|
|
21
|
Schoolcraft Capital
Boulder,
Colorado
|
$836K
|
+$83.9K
|
+2,805
|
+11%
|
|
|
22
|
Wealth Architects
Mountain View,
California
|
$834K
|
+$820K
|
+27,405
|
New
|
|
|
23
|
Planning Center Inc
Moline,
Illinois
|
$751K
|
-$1.08K
|
-36
|
-0.1%
|
|
|
24
|
Cordant Inc
Portland,
Oregon
|
$669K
|
+$147K
|
+4,930
|
+29%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$666K
|
+$655K
|
+21,892
|
New
|
|
