|
1
|
AWM Capital
Phoenix,
Arizona
|
$23.9M
|
-$8.94M
|
-254,991
|
-29%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$21.8M
|
-$350K
|
-9,991
|
-2%
|
|
|
3
|
MASECO Private Wealth
London,
|
$20.9M
|
+$19.2M
|
+548,175
|
New
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$20.5M
|
+$7.89M
|
+225,166
|
+72%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$15.1M
|
+$18.5K
|
+528
|
+0.1%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
$13.4M
|
+$683K
|
+19,493
|
+6%
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$12.8M
|
-$6.62M
|
-188,850
|
-36%
|
|
|
8
|
Citrine Capital
San Francisco,
California
|
$11.6M
|
+$118K
|
+3,379
|
+1%
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$10.1M
|
+$1.64M
|
+46,736
|
+21%
|
|
|
10
|
Retirement Solution
Redmond,
Washington
|
$10.1M
|
-$8.34K
|
-238
|
-0.1%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.46M
|
+$1.98M
|
+56,421
|
+34%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$7.88M
|
+$7.26M
|
+207,019
|
New
|
|
|
13
|
|
$7.13M
|
-$481K
|
-13,732
|
-7%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6.22M
|
-$666K
|
-18,995
|
-10%
|
|
|
15
|
Schoolcraft Capital
Boulder,
Colorado
|
$5.65M
|
+$3.16M
|
+90,073
|
+155%
|
|
|
16
|
Wealth Architects
Mountain View,
California
|
$5.4M
|
+$733K
|
+20,900
|
+17%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$4.83M
|
+$118K
|
+3,375
|
+3%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.65M
|
+$4.28M
|
+122,146
|
New
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.71M
|
-$111K
|
-3,164
|
-3%
|
|
|
20
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.42M
|
+$93K
|
+2,654
|
+3%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$3.05M
|
-$4.52K
|
-129
|
-0.2%
|
|
|
22
|
New Capital Management
Houston,
Texas
|
$2.85M
|
+$199K
|
+5,678
|
+8%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$2.78M
|
+$999K
|
+28,508
|
+64%
|
|
|
24
|
Brighton Jones LLC
Seattle,
Washington
|
$2.72M
|
+$246K
|
+7,010
|
+11%
|
|
|
25
|
RAM Investment Partners
Bellevue,
Washington
|
$2.53M
|
+$346K
|
+9,877
|
+17%
|
|
