|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$28.3M
|
+$343K
|
+11,632
|
+1%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$17.3M
|
+$232K
|
+7,867
|
+1%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
$13.6M
|
+$1.02M
|
+34,443
|
+9%
|
|
|
4
|
|
$13.3M
|
+$2.08M
|
+70,542
|
+20%
|
|
|
5
|
Retirement Solution
Redmond,
Washington
|
$13M
|
+$282K
|
+9,572
|
+2%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$13M
|
+$342K
|
+11,601
|
+3%
|
|
|
7
|
Adero Partners
Pleasanton,
California
|
$12.1M
|
+$380K
|
+12,886
|
+4%
|
|
|
8
|
AWM Capital
Phoenix,
Arizona
|
$10.4M
|
-$8.29M
|
-280,976
|
-46%
|
|
|
9
|
Forum Financial Management
Lombard,
Illinois
|
$7.73M
|
+$3.4M
|
+115,108
|
+91%
|
|
|
10
|
Greenspring Advisors
Towson,
Maryland
|
$6.55M
|
–
|
–
|
–
|
|
|
11
|
Planning Center Inc
Moline,
Illinois
|
$6.15M
|
+$1.61M
|
+54,641
|
+40%
|
|
|
12
|
New Capital Management
Houston,
Texas
|
$5.35M
|
+$2.56M
|
+86,678
|
+108%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$5.11M
|
+$1.15M
|
+39,004
|
+32%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$4.25M
|
+$3.57M
|
+121,123
|
+1,044%
|
|
|
15
|
Heritage Financial Services
Westwood,
Massachusetts
|
$3.92M
|
+$116K
|
+3,931
|
+3%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.9M
|
+$3.59M
|
+121,615
|
New
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.36M
|
+$552K
|
+18,725
|
+22%
|
|
|
18
|
Five Oceans Advisors
Santa Monica,
California
|
$3.3M
|
+$1.6M
|
+54,111
|
+110%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$3.02M
|
+$895K
|
+30,352
|
+48%
|
|
|
20
|
|
$2.73M
|
-$6.73M
|
-228,085
|
-73%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.39M
|
+$678K
|
+22,993
|
+43%
|
|
|
22
|
RW Investment Management
Eagle,
Idaho
|
$2.33M
|
+$795K
|
+26,948
|
+59%
|
|
|
23
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.22M
|
+$194K
|
+6,593
|
+11%
|
|
|
24
|
Flow Traders U.S.
New York
|
$2.18M
|
-$512K
|
-17,350
|
-20%
|
|
|
25
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.12M
|
+$777K
|
+26,340
|
+66%
|
|
