|
1
|
AWM Capital
Phoenix,
Arizona
|
$28.2M
|
+$1.12M
|
+32,571
|
+4%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$18.3M
|
-$11.1K
|
-323
|
-0.1%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$17.2M
|
+$2.33M
|
+67,706
|
+15%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$12.9M
|
+$547K
|
+15,875
|
+4%
|
|
|
5
|
Five Oceans Advisors
Santa Monica,
California
|
$10.9M
|
+$507K
|
+14,725
|
+5%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$9.47M
|
+$429K
|
+12,463
|
+5%
|
|
|
7
|
Citrine Capital
San Francisco,
California
|
$9.43M
|
+$9.8M
|
+284,748
|
New
|
|
|
8
|
Retirement Solution
Redmond,
Washington
|
$6.93M
|
-$61.8K
|
-1,794
|
-0.8%
|
|
|
9
|
Adero Partners
Pleasanton,
California
|
$6.84M
|
+$661K
|
+19,194
|
+10%
|
|
|
10
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$6.22M
|
+$6.46M
|
+187,588
|
New
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.48M
|
+$1.88M
|
+54,623
|
+49%
|
|
|
12
|
Greenspring Advisors
Towson,
Maryland
|
$4.42M
|
–
|
–
|
–
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.14M
|
+$959K
|
+27,851
|
+29%
|
|
|
14
|
|
$3.99M
|
-$40.8K
|
-1,186
|
-1%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$3.98M
|
+$629K
|
+18,283
|
+18%
|
|
|
16
|
Elser Financial Planning
Indianapolis,
Indiana
|
$3.92M
|
+$4.08M
|
+118,424
|
New
|
|
|
17
|
Wealth Architects
Mountain View,
California
|
$3.57M
|
+$495K
|
+14,368
|
+15%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.31M
|
-$25.9K
|
-751
|
-0.7%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$2.9M
|
-$207K
|
-6,013
|
-6%
|
|
|
20
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.78M
|
+$2.89M
|
+84,002
|
New
|
|
|
21
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.45M
|
+$16.7K
|
+485
|
+0.7%
|
|
|
22
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.31M
|
+$670K
|
+19,466
|
+39%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.26M
|
+$181K
|
+5,254
|
+8%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$2.07M
|
+$79.8K
|
+2,317
|
+4%
|
|
|
25
|
New Capital Management
Houston,
Texas
|
$2.06M
|
+$152K
|
+4,415
|
+8%
|
|
