|
1
|
AWM Capital
Phoenix,
Arizona
|
$21.3M
|
+$3.33M
|
+101,027
|
+19%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$18.3M
|
-$73.7K
|
-2,235
|
-0.4%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$14.4M
|
+$805K
|
+24,403
|
+6%
|
|
|
4
|
|
$12.4M
|
+$10.4M
|
+316,111
|
+580%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$11.9M
|
+$856K
|
+25,961
|
+8%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
$10.9M
|
+$10.7K
|
+325
|
+0.1%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$8.94M
|
+$506K
|
+15,347
|
+6%
|
|
|
8
|
Retirement Solution
Redmond,
Washington
|
$7.16M
|
+$3.04M
|
+92,033
|
+75%
|
|
|
9
|
Adero Partners
Pleasanton,
California
|
$5.85M
|
+$488K
|
+14,785
|
+9%
|
|
|
10
|
Greenspring Advisors
Towson,
Maryland
|
$4.46M
|
–
|
–
|
–
|
|
|
11
|
|
$3.74M
|
+$824K
|
+24,985
|
+29%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$3.27M
|
+$325K
|
+9,852
|
+11%
|
|
|
13
|
Elser Financial Planning
Indianapolis,
Indiana
|
$3.12M
|
+$3.08M
|
+93,248
|
New
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$3.07M
|
+$531K
|
+16,096
|
+21%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.89M
|
-$156K
|
-4,716
|
-5%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$2.85M
|
+$442K
|
+13,403
|
+19%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.7M
|
+$689K
|
+20,901
|
+35%
|
|
|
18
|
Wealth Architects
Mountain View,
California
|
$2.67M
|
+$638K
|
+19,342
|
+32%
|
|
|
19
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.45M
|
-$60.7K
|
-1,839
|
-2%
|
|
|
20
|
Flow Traders U.S.
New York
|
$2.14M
|
+$2.11M
|
+64,063
|
New
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$1.98M
|
-$96K
|
-2,912
|
-5%
|
|
|
22
|
Drive Wealth Management
Lehi,
Utah
|
$1.97M
|
+$175K
|
+5,306
|
+10%
|
|
|
23
|
New Capital Management
Houston,
Texas
|
$1.94M
|
+$31.8K
|
+965
|
+2%
|
|
|
24
|
Brighton Jones LLC
Seattle,
Washington
|
$1.79M
|
+$98.1K
|
+2,974
|
+6%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.78M
|
+$626K
|
+18,985
|
+55%
|
|
