|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$17.3M
|
+$162K
|
+5,272
|
+0.9%
|
|
|
2
|
Dimensional Fund Advisors
Austin,
Texas
|
$11.8M
|
–
|
–
|
–
|
|
|
3
|
AWM Capital
Phoenix,
Arizona
|
$11.4M
|
+$5.99M
|
+195,265
|
+101%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$9.98M
|
+$535K
|
+17,452
|
+5%
|
|
|
5
|
Five Oceans Advisors
Santa Monica,
California
|
$8.73M
|
+$521K
|
+16,971
|
+6%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$6.3M
|
+$343K
|
+11,176
|
+5%
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
$5.44M
|
+$2.29M
|
+74,510
|
+67%
|
|
|
8
|
Greenspring Advisors
Towson,
Maryland
|
$3.92M
|
–
|
–
|
–
|
|
|
9
|
|
$3.52M
|
-$8.29M
|
-270,135
|
-69%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$3.5M
|
+$165K
|
+5,389
|
+5%
|
|
|
11
|
Retirement Solution
Redmond,
Washington
|
$3.49M
|
+$161K
|
+5,257
|
+5%
|
|
|
12
|
Adero Partners
Pleasanton,
California
|
$3.41M
|
+$302K
|
+9,828
|
+9%
|
|
|
13
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.23M
|
+$55.2K
|
+1,800
|
+2%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$2.2M
|
-$2.62M
|
-85,466
|
-53%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.06M
|
+$2.15M
|
+70,116
|
New
|
|
|
16
|
|
$2.04M
|
+$500K
|
+16,285
|
+31%
|
|
|
17
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.75M
|
+$182K
|
+5,946
|
+11%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$1.55M
|
+$321K
|
+10,465
|
+25%
|
|
|
19
|
Wealth Architects
Mountain View,
California
|
$1.35M
|
+$566K
|
+18,453
|
+67%
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.26M
|
+$52.6K
|
+1,713
|
+4%
|
|
|
21
|
Flow Traders U.S.
New York
|
$1.17M
|
+$1.22M
|
+39,851
|
New
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.17M
|
+$1.22M
|
+39,813
|
New
|
|
|
23
|
Drive Wealth Management
Lehi,
Utah
|
$1.17M
|
+$1.22M
|
+39,813
|
New
|
|
|
24
|
New Capital Management
Houston,
Texas
|
$1.13M
|
+$1.18M
|
+38,381
|
New
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$989K
|
+$1.03M
|
+33,657
|
New
|
|
