|
1
|
AWM Capital
Phoenix,
Arizona
|
$29.7M
|
+$1.04M
|
+30,624
|
+4%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$19.7M
|
+$1.11M
|
+32,696
|
+6%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$17.7M
|
+$170K
|
+5,017
|
+1%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$13.3M
|
+$225K
|
+6,652
|
+2%
|
|
|
5
|
Five Oceans Advisors
Santa Monica,
California
|
$11.2M
|
+$82K
|
+2,422
|
+0.7%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.5M
|
+$10.1M
|
+296,718
|
+1,844%
|
|
|
7
|
Citrine Capital
San Francisco,
California
|
$10.2M
|
+$602K
|
+17,765
|
+6%
|
|
|
8
|
Retirement Solution
Redmond,
Washington
|
$8.92M
|
+$1.88M
|
+55,596
|
+27%
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$7.34M
|
+$1.03M
|
+30,382
|
+16%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$7.08M
|
+$134K
|
+3,948
|
+2%
|
|
|
11
|
|
$6.77M
|
+$5.75M
|
+169,622
|
+539%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6.14M
|
+$1.95M
|
+57,510
|
+46%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.58M
|
+$5.49K
|
+162
|
+0.1%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$4.16M
|
+$106K
|
+3,143
|
+3%
|
|
|
15
|
Wealth Architects
Mountain View,
California
|
$4.07M
|
+$447K
|
+13,188
|
+12%
|
|
|
16
|
|
$4.02M
|
-$41.4K
|
-1,222
|
-1%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.36M
|
-$7.01K
|
-207
|
-0.2%
|
|
|
18
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.93M
|
+$105K
|
+3,110
|
+4%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$2.7M
|
-$250K
|
-7,389
|
-8%
|
|
|
20
|
Greenspring Advisors
Towson,
Maryland
|
$2.5M
|
-$2.01M
|
-59,296
|
-44%
|
|
|
21
|
New Capital Management
Houston,
Texas
|
$2.33M
|
+$239K
|
+7,049
|
+11%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.29M
|
-$271
|
-8
|
-0%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$2.22M
|
+$125K
|
+3,692
|
+6%
|
|
|
24
|
Brighton Jones LLC
Seattle,
Washington
|
$2.17M
|
+$169K
|
+5,000
|
+8%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.06M
|
+$86.9K
|
+2,566
|
+4%
|
|
