|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$17.7M
|
-$534K
|
-17,100
|
-3%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$17.3M
|
+$2.9M
|
+92,848
|
+21%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$13.1M
|
+$151K
|
+4,829
|
+1%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$10.7M
|
+$798K
|
+25,539
|
+8%
|
|
|
5
|
Five Oceans Advisors
Santa Monica,
California
|
$10.5M
|
+$254K
|
+8,128
|
+3%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$8.11M
|
+$515K
|
+16,478
|
+7%
|
|
|
7
|
Adero Partners
Pleasanton,
California
|
$5.15M
|
+$830K
|
+26,552
|
+20%
|
|
|
8
|
Greenspring Advisors
Towson,
Maryland
|
$4.3M
|
–
|
–
|
–
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$4.28M
|
+$2.53M
|
+80,902
|
+155%
|
|
|
10
|
Retirement Solution
Redmond,
Washington
|
$3.93M
|
+$14.7K
|
+471
|
+0.4%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.93M
|
+$224K
|
+7,172
|
+9%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$2.83M
|
+$401K
|
+12,828
|
+17%
|
|
|
13
|
|
$2.79M
|
+$395K
|
+12,648
|
+17%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.43M
|
+$597K
|
+19,094
|
+34%
|
|
|
15
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.42M
|
-$52.2K
|
-1,670
|
-2%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$2.32M
|
+$416K
|
+13,307
|
+23%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$2M
|
+$27.8K
|
+890
|
+1%
|
|
|
18
|
Wealth Architects
Mountain View,
California
|
$1.95M
|
+$284K
|
+9,086
|
+18%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.93M
|
+$875
|
+28
|
+0%
|
|
|
20
|
New Capital Management
Houston,
Texas
|
$1.83M
|
-$100K
|
-3,207
|
-5%
|
|
|
21
|
|
$1.76M
|
-$4.56M
|
-145,932
|
-73%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.72M
|
+$274K
|
+8,751
|
+20%
|
|
|
23
|
Drive Wealth Management
Lehi,
Utah
|
$1.72M
|
+$274K
|
+8,751
|
+20%
|
|
|
24
|
Brighton Jones LLC
Seattle,
Washington
|
$1.63M
|
+$421K
|
+13,461
|
+36%
|
|
|
25
|
Planning Center Inc
Moline,
Illinois
|
$1.4M
|
+$84.2K
|
+2,695
|
+7%
|
|
