|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$17.9M
|
-$694K
|
-23,216
|
-4%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$14M
|
+$1.67M
|
+55,767
|
+14%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$12.7M
|
+$1.84M
|
+61,574
|
+18%
|
|
|
4
|
Five Oceans Advisors
Santa Monica,
California
|
$10M
|
+$603K
|
+20,168
|
+7%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$9.66M
|
+$3.6M
|
+120,370
|
+65%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$7.44M
|
+$625K
|
+20,895
|
+10%
|
|
|
7
|
|
$6.34M
|
+$2.41M
|
+80,542
|
+67%
|
|
|
8
|
Adero Partners
Pleasanton,
California
|
$4.22M
|
+$521K
|
+17,423
|
+15%
|
|
|
9
|
Greenspring Advisors
Towson,
Maryland
|
$4.22M
|
–
|
–
|
–
|
|
|
10
|
Retirement Solution
Redmond,
Washington
|
$3.84M
|
+$80.8K
|
+2,704
|
+2%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$3.74M
|
+$103K
|
+3,451
|
+3%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.65M
|
+$408K
|
+13,653
|
+19%
|
|
|
13
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.43M
|
+$25.2K
|
+843
|
+1%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$2.38M
|
+$1.24M
|
+41,460
|
+123%
|
|
|
15
|
|
$2.34M
|
+$138K
|
+4,619
|
+7%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$1.94M
|
+$1.83M
|
+61,331
|
New
|
|
|
17
|
New Capital Management
Houston,
Texas
|
$1.9M
|
+$649K
|
+21,719
|
+57%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.89M
|
+$1.79M
|
+59,832
|
New
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$1.85M
|
+$174K
|
+5,804
|
+11%
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.78M
|
+$407K
|
+13,596
|
+32%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$1.65M
|
-$677K
|
-22,645
|
-30%
|
|
|
22
|
Wealth Architects
Mountain View,
California
|
$1.62M
|
+$164K
|
+5,501
|
+12%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$1.41M
|
+$147K
|
+4,906
|
+12%
|
|
|
24
|
Drive Wealth Management
Lehi,
Utah
|
$1.41M
|
+$147K
|
+4,906
|
+12%
|
|
|
25
|
Schoolcraft Capital
Boulder,
Colorado
|
$1.35M
|
+$458K
|
+15,310
|
+56%
|
|
