|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$29.9M
|
+$860K
|
+25,817
|
+3%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$21.7M
|
+$5.43M
|
+163,113
|
+33%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$18.3M
|
+$346K
|
+10,393
|
+2%
|
|
|
4
|
|
$16.9M
|
+$1.69M
|
+50,825
|
+11%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$16.4M
|
+$1.78M
|
+53,431
|
+12%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$15.2M
|
+$876K
|
+26,307
|
+6%
|
|
|
7
|
Retirement Solution
Redmond,
Washington
|
$13.6M
|
+$164K
|
+4,933
|
+1%
|
|
|
8
|
Forum Financial Management
Lombard,
Illinois
|
$9.17M
|
+$548K
|
+16,439
|
+6%
|
|
|
9
|
Greenspring Advisors
Towson,
Maryland
|
$6.73M
|
–
|
–
|
–
|
|
|
10
|
Planning Center Inc
Moline,
Illinois
|
$6.65M
|
+$80.8K
|
+2,426
|
+1%
|
|
|
11
|
Elser Financial Planning
Indianapolis,
Indiana
|
$5.65M
|
+$5.72M
|
+171,569
|
New
|
|
|
12
|
|
$5.52M
|
+$3.63M
|
+109,086
|
+187%
|
|
|
13
|
Heritage Financial Services
Westwood,
Massachusetts
|
$5.32M
|
-$966
|
-29
|
-0%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.91M
|
+$915K
|
+27,456
|
+23%
|
|
|
15
|
New Capital Management
Houston,
Texas
|
$4.66M
|
+$206K
|
+6,195
|
+5%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.61M
|
+$1.26M
|
+37,784
|
+37%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$4.17M
|
-$211K
|
-6,327
|
-5%
|
|
|
18
|
Five Oceans Advisors
Santa Monica,
California
|
$4.08M
|
+$42.1K
|
+1,265
|
+1%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$3.86M
|
+$429K
|
+12,873
|
+12%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.79M
|
+$16.7K
|
+502
|
+0.4%
|
|
|
21
|
RW Investment Management
Eagle,
Idaho
|
$2.96M
|
+$179K
|
+5,377
|
+6%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.94M
|
+$246K
|
+7,383
|
+9%
|
|
|
23
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.86M
|
+$578K
|
+17,345
|
+25%
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$2.86M
|
+$471K
|
+14,133
|
+20%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.77M
|
+$1.28M
|
+38,545
|
+84%
|
|
