|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$55M
|
+$2.41M
|
+53,576
|
+5%
|
|
|
2
|
MASECO Private Wealth
London,
|
$45.7M
|
+$1.1M
|
+24,530
|
+2%
|
|
|
3
|
AWM Capital
Phoenix,
Arizona
|
$44.9M
|
+$2.88M
|
+64,141
|
+7%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$44.4M
|
+$8.54M
|
+189,897
|
+24%
|
|
|
5
|
Quantum Financial Advisors
El Segundo,
California
|
$37.5M
|
-$419K
|
-9,313
|
-1%
|
|
|
6
|
|
$34.6M
|
+$369K
|
+8,206
|
+1%
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$27.3M
|
+$862K
|
+19,181
|
+3%
|
|
|
8
|
Five Oceans Advisors
Santa Monica,
California
|
$19.2M
|
+$1.02M
|
+22,617
|
+6%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$19.2M
|
+$452K
|
+10,059
|
+2%
|
|
|
10
|
Citrine Capital
San Francisco,
California
|
$17.7M
|
+$157K
|
+3,500
|
+0.9%
|
|
|
11
|
Retirement Solution
Redmond,
Washington
|
$15.8M
|
-$25.4K
|
-566
|
-0.2%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$14M
|
+$1.73M
|
+38,428
|
+14%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$13.8M
|
+$622K
|
+13,843
|
+5%
|
|
|
14
|
Forum Financial Management
Lombard,
Illinois
|
$12.1M
|
+$244K
|
+5,419
|
+2%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$11.2M
|
+$2.95M
|
+65,653
|
+36%
|
|
|
16
|
Elser Financial Planning
Indianapolis,
Indiana
|
$10.8M
|
+$297K
|
+6,601
|
+3%
|
|
|
17
|
Bank of New York Mellon
New York
|
$10.3M
|
+$7.63M
|
+169,818
|
+290%
|
|
|
18
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.95M
|
+$312K
|
+6,939
|
+3%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$9.87M
|
+$7.21M
|
+160,368
|
+275%
|
|
|
20
|
Hill Island Financial
Grand Rapids,
Michigan
|
$9.17M
|
+$436K
|
+9,705
|
+5%
|
|
|
21
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$9.11M
|
+$356K
|
+7,912
|
+4%
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
$8.35M
|
+$152K
|
+3,388
|
+2%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$8.34M
|
+$2.18M
|
+48,536
|
+36%
|
|
|
24
|
New Capital Management
Houston,
Texas
|
$8.12M
|
-$7.15K
|
-159
|
-0.1%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.11M
|
+$210K
|
+4,671
|
+3%
|
|
