|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$25.9M
|
+$25.4M
|
+860,839
|
New
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$14.3M
|
+$1.2M
|
+40,722
|
+9%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$11M
|
+$10.8M
|
+366,679
|
New
|
|
|
4
|
Retirement Solution
Redmond,
Washington
|
$11M
|
+$10.8M
|
+365,745
|
New
|
|
|
5
|
Abacus Wealth Partners
Santa Monica,
California
|
$9.83M
|
-$36.1K
|
-1,222
|
-0.4%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$8.22M
|
+$7.5M
|
+254,139
|
+1,303%
|
|
|
7
|
|
$4.63M
|
+$2.27M
|
+76,785
|
+99%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$4.6M
|
+$4.52M
|
+153,142
|
New
|
|
|
9
|
Planning Center Inc
Moline,
Illinois
|
$4.14M
|
-$16.1K
|
-546
|
-0.4%
|
|
|
10
|
|
$4.13M
|
+$3.03M
|
+102,625
|
+295%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$3.19M
|
+$1.31M
|
+44,350
|
+72%
|
|
|
12
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.58M
|
-$9.12K
|
-309
|
-0.4%
|
|
|
13
|
Brainard Capital Management
Austin,
Texas
|
$2.25M
|
-$25.4K
|
-862
|
-1%
|
|
|
14
|
AWM Capital
Phoenix,
Arizona
|
$1.82M
|
+$1.38M
|
+46,653
|
+334%
|
|
|
15
|
RAM Investment Partners
Bellevue,
Washington
|
$1.31M
|
+$335K
|
+11,370
|
+35%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.13M
|
+$369K
|
+12,513
|
+50%
|
|
|
17
|
Five Oceans Advisors
Santa Monica,
California
|
$1.05M
|
+$172K
|
+5,831
|
+20%
|
|
|
18
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.04M
|
+$1.02M
|
+34,562
|
New
|
|
|
19
|
BetterWealth
San Jose,
California
|
$947K
|
+$929K
|
+31,505
|
New
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$880K
|
+$618K
|
+20,944
|
+251%
|
|
|
21
|
Hutchinson Capital Management
San Rafael,
California
|
$833K
|
+$818K
|
+27,727
|
New
|
|
|
22
|
Silicon Hills Wealth Management
Austin,
Texas
|
$794K
|
+$780K
|
+26,425
|
New
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$786K
|
+$348K
|
+11,789
|
+82%
|
|
|
24
|
Pathstone Family Office
Englewood,
New Jersey
|
$715K
|
+$1.27K
|
+43
|
+0.2%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$687K
|
+$675K
|
+22,876
|
New
|
|
