|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$29.7M
|
-$69.3K
|
-2,145
|
-0.2%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$18.4M
|
+$208K
|
+6,439
|
+1%
|
|
|
3
|
AWM Capital
Phoenix,
Arizona
|
$16.7M
|
+$5.52M
|
+170,823
|
+53%
|
|
|
4
|
|
$15.6M
|
+$1.48M
|
+45,747
|
+11%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$14.9M
|
+$2.1M
|
+64,947
|
+17%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$14.6M
|
+$314K
|
+9,720
|
+2%
|
|
|
7
|
Retirement Solution
Redmond,
Washington
|
$13.7M
|
+$1.97K
|
+61
|
+0%
|
|
|
8
|
Forum Financial Management
Lombard,
Illinois
|
$8.82M
|
+$666K
|
+20,614
|
+9%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$8.21M
|
+$7.89M
|
+243,981
|
New
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$6.96M
|
+$1.52M
|
+47,127
|
+30%
|
|
|
11
|
Greenspring Advisors
Towson,
Maryland
|
$6.88M
|
–
|
–
|
–
|
|
|
12
|
Planning Center Inc
Moline,
Illinois
|
$6.72M
|
+$244K
|
+7,550
|
+4%
|
|
|
13
|
Heritage Financial Services
Westwood,
Massachusetts
|
$5.44M
|
+$1.27M
|
+39,397
|
+32%
|
|
|
14
|
New Capital Management
Houston,
Texas
|
$4.55M
|
-$1.03M
|
-31,843
|
-19%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$4.47M
|
+$2.85K
|
+88
|
+0.1%
|
|
|
16
|
Five Oceans Advisors
Santa Monica,
California
|
$4.13M
|
+$630K
|
+19,492
|
+19%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.1M
|
+$2.78K
|
+86
|
+0.1%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.86M
|
+$313K
|
+9,669
|
+9%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$3.51M
|
+$326K
|
+10,090
|
+11%
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$3.44M
|
+$1.07M
|
+32,971
|
+48%
|
|
|
21
|
RW Investment Management
Eagle,
Idaho
|
$2.84M
|
+$373K
|
+11,542
|
+16%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.76M
|
+$184K
|
+5,690
|
+7%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$2.39M
|
+$1.54M
|
+47,595
|
+201%
|
|
|
24
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.34M
|
+$99.6K
|
+3,080
|
+5%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$1.97M
|
+$35.2K
|
+1,090
|
+2%
|
|
