|
1
|
AWM Capital
Phoenix,
Arizona
|
$29.7M
|
+$1.71M
|
+41,251
|
+6%
|
|
|
2
|
MASECO Private Wealth
London,
|
$23.8M
|
+$639K
|
+15,454
|
+3%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$23.1M
|
-$228K
|
-5,503
|
-1%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$22.1M
|
-$372K
|
-8,996
|
-2%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$21.4M
|
+$7.22M
|
+174,597
|
+51%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
$18M
|
+$678K
|
+16,391
|
+4%
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
$16.4M
|
-$77.5K
|
-1,874
|
-0.5%
|
|
|
8
|
Abacus Wealth Partners
Santa Monica,
California
|
$14.2M
|
+$37.4K
|
+904
|
+0.3%
|
|
|
9
|
Citrine Capital
San Francisco,
California
|
$13.2M
|
+$208K
|
+5,028
|
+2%
|
|
|
10
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$12.2M
|
+$50.2K
|
+1,214
|
+0.4%
|
|
|
11
|
Retirement Solution
Redmond,
Washington
|
$10.9M
|
+$53.2K
|
+1,287
|
+0.5%
|
|
|
12
|
Wealth Architects
Mountain View,
California
|
$6.54M
|
+$467K
|
+11,294
|
+8%
|
|
|
13
|
Greenspring Advisors
Towson,
Maryland
|
$6.21M
|
+$677K
|
+16,374
|
+12%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$5.7M
|
+$547K
|
+13,223
|
+11%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.34M
|
+$5.32M
|
+128,736
|
New
|
|
|
16
|
Schoolcraft Capital
Boulder,
Colorado
|
$5.3M
|
-$744
|
-18
|
-0%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$4.52M
|
+$1.17M
|
+28,240
|
+35%
|
|
|
18
|
|
$4.45M
|
+$5.91K
|
+143
|
+0.1%
|
|
|
19
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.72M
|
+$80.8K
|
+1,954
|
+2%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.64M
|
-$92.8K
|
-2,245
|
-3%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$3.54M
|
+$95.8K
|
+2,317
|
+3%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3.53M
|
+$256K
|
+6,185
|
+8%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$3.24M
|
+$416K
|
+10,058
|
+15%
|
|
|
24
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.15M
|
-$9.88K
|
-239
|
-0.3%
|
|
|
25
|
New Capital Management
Houston,
Texas
|
$3.08M
|
-$23.5K
|
-568
|
-0.8%
|
|
