|
1
|
AWM Capital
Phoenix,
Arizona
|
$32.2M
|
+$1.93M
|
+43,835
|
+6%
|
|
|
2
|
MASECO Private Wealth
London,
|
$24.9M
|
+$649K
|
+14,764
|
+3%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$24.2M
|
+$2.42M
|
+54,982
|
+11%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.8M
|
+$154K
|
+3,511
|
+0.7%
|
|
|
5
|
Quantum Financial Advisors
El Segundo,
California
|
$23.1M
|
-$487K
|
-11,077
|
-2%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
$18.6M
|
+$209K
|
+4,762
|
+1%
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
$15.9M
|
-$911K
|
-20,730
|
-5%
|
|
|
8
|
Abacus Wealth Partners
Santa Monica,
California
|
$14.4M
|
-$45.4K
|
-1,033
|
-0.3%
|
|
|
9
|
Citrine Capital
San Francisco,
California
|
$13.9M
|
+$451K
|
+10,251
|
+3%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$13M
|
+$13M
|
+296,382
|
+2,730%
|
|
|
11
|
Retirement Solution
Redmond,
Washington
|
$11M
|
-$131K
|
-2,983
|
-1%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$9.09M
|
+$3.4M
|
+77,276
|
+56%
|
|
|
13
|
Wealth Architects
Mountain View,
California
|
$6.62M
|
-$71.4K
|
-1,624
|
-1%
|
|
|
14
|
Greenspring Advisors
Towson,
Maryland
|
$6.37M
|
+$26.5K
|
+603
|
+0.4%
|
|
|
15
|
Schoolcraft Capital
Boulder,
Colorado
|
$5.77M
|
+$370K
|
+8,406
|
+7%
|
|
|
16
|
Elser Financial Planning
Indianapolis,
Indiana
|
$5.32M
|
+$5.57M
|
+126,714
|
New
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$4.57M
|
-$54.1K
|
-1,230
|
-1%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$4.54M
|
+$771K
|
+17,528
|
+22%
|
|
|
19
|
|
$4.45M
|
-$102K
|
-2,315
|
-2%
|
|
|
20
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.77M
|
-$30.9K
|
-704
|
-0.8%
|
|
|
21
|
|
$3.66M
|
+$2.78M
|
+63,228
|
+272%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3.6M
|
-$1.85K
|
-42
|
-0%
|
|
|
23
|
Brighton Jones LLC
Seattle,
Washington
|
$3.48M
|
+$3.61M
|
+82,127
|
New
|
|
|
24
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.28M
|
+$63.4K
|
+1,443
|
+2%
|
|
|
25
|
Drive Wealth Management
Lehi,
Utah
|
$3.15M
|
+$366K
|
+8,324
|
+13%
|
|
