|
1
|
AWM Capital
Phoenix,
Arizona
|
$29M
|
+$6.14M
|
+181,548
|
+28%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$19.5M
|
+$141K
|
+4,175
|
+0.8%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$16M
|
+$761K
|
+22,502
|
+5%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$13.2M
|
+$544K
|
+16,085
|
+5%
|
|
|
5
|
Five Oceans Advisors
Santa Monica,
California
|
$11.2M
|
-$351K
|
-10,395
|
-3%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$9.68M
|
+$211K
|
+6,256
|
+2%
|
|
|
7
|
Retirement Solution
Redmond,
Washington
|
$7.48M
|
-$102K
|
-3,009
|
-1%
|
|
|
8
|
|
$7.45M
|
-$5.42M
|
-160,243
|
-43%
|
|
|
9
|
Adero Partners
Pleasanton,
California
|
$6.63M
|
+$417K
|
+12,336
|
+7%
|
|
|
10
|
Greenspring Advisors
Towson,
Maryland
|
$4.73M
|
–
|
–
|
–
|
|
|
11
|
|
$4.31M
|
+$338K
|
+10,003
|
+9%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$4.05M
|
+$3.34M
|
+98,935
|
+639%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.93M
|
+$1.02M
|
+30,236
|
+37%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$3.61M
|
+$142K
|
+4,194
|
+4%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.57M
|
+$489K
|
+14,469
|
+17%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$3.44M
|
+$182K
|
+5,385
|
+6%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$3.32M
|
+$282K
|
+8,330
|
+10%
|
|
|
18
|
Wealth Architects
Mountain View,
California
|
$3.31M
|
+$459K
|
+13,568
|
+17%
|
|
|
19
|
Flow Traders U.S.
New York
|
$3.14M
|
+$833K
|
+24,648
|
+38%
|
|
|
20
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.6M
|
+$2.94K
|
+87
|
+0.1%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.23M
|
+$324K
|
+9,584
|
+18%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$2.13M
|
+$24.7K
|
+732
|
+1%
|
|
|
23
|
Drive Wealth Management
Lehi,
Utah
|
$2.11M
|
+$26.9K
|
+795
|
+1%
|
|
|
24
|
TownSquare Capital
Provo,
Utah
|
$2.11M
|
+$2.01M
|
+59,571
|
New
|
|
|
25
|
New Capital Management
Houston,
Texas
|
$2.05M
|
-$2.16K
|
-64
|
-0.1%
|
|
