|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$25M
|
+$382K
|
+12,691
|
+1%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$17.4M
|
+$10.2M
|
+340,213
|
+128%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$15.2M
|
+$1.1M
|
+36,458
|
+7%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$11.4M
|
+$505K
|
+16,763
|
+4%
|
|
|
5
|
Retirement Solution
Redmond,
Washington
|
$11.4M
|
+$492K
|
+16,340
|
+4%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$11.2M
|
+$991K
|
+32,926
|
+9%
|
|
|
7
|
Adero Partners
Pleasanton,
California
|
$10.5M
|
+$839K
|
+27,880
|
+8%
|
|
|
8
|
|
$9.93M
|
+$2.2M
|
+73,231
|
+27%
|
|
|
9
|
|
$8.99M
|
-$3.21M
|
-106,536
|
-25%
|
|
|
10
|
Greenspring Advisors
Towson,
Maryland
|
$5.87M
|
–
|
–
|
–
|
|
|
11
|
Planning Center Inc
Moline,
Illinois
|
$3.94M
|
+$136K
|
+4,517
|
+3%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$3.62M
|
+$2.38M
|
+78,889
|
+167%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$3.46M
|
+$3.63M
|
+120,463
|
New
|
|
|
14
|
Heritage Financial Services
Westwood,
Massachusetts
|
$3.4M
|
+$74.8K
|
+2,484
|
+2%
|
|
|
15
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.19M
|
+$357K
|
+11,845
|
+12%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.47M
|
+$2.59M
|
+86,115
|
New
|
|
|
17
|
Flow Traders U.S.
New York
|
$2.45M
|
+$2.57M
|
+85,322
|
New
|
|
|
18
|
New Capital Management
Houston,
Texas
|
$2.31M
|
+$2.42M
|
+80,427
|
New
|
|
|
19
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$2.21M
|
+$1.8M
|
+59,638
|
+344%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$1.84M
|
+$444K
|
+14,752
|
+30%
|
|
|
21
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.8M
|
+$171K
|
+5,674
|
+10%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.64M
|
+$1.72M
|
+57,279
|
New
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.53M
|
+$503K
|
+16,695
|
+46%
|
|
|
24
|
Five Oceans Advisors
Santa Monica,
California
|
$1.41M
|
+$355K
|
+11,791
|
+32%
|
|
|
25
|
RAM Investment Partners
Bellevue,
Washington
|
$1.41M
|
+$126K
|
+4,193
|
+9%
|
|
