|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$33.8M
|
+$1.3M
|
+37,955
|
+4%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$32.4M
|
+$8.42M
|
+246,173
|
+37%
|
|
|
3
|
|
$20.8M
|
+$2.41M
|
+70,412
|
+14%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$20.3M
|
+$433K
|
+12,652
|
+2%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$18.7M
|
+$907K
|
+26,528
|
+5%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$17.8M
|
+$1.24M
|
+36,283
|
+8%
|
|
|
7
|
Retirement Solution
Redmond,
Washington
|
$14.5M
|
-$242K
|
-7,083
|
-2%
|
|
|
8
|
Forum Financial Management
Lombard,
Illinois
|
$10.2M
|
+$213K
|
+6,222
|
+2%
|
|
|
9
|
Greenspring Advisors
Towson,
Maryland
|
$7.3M
|
–
|
–
|
–
|
|
|
10
|
Planning Center Inc
Moline,
Illinois
|
$7.23M
|
+$13.2K
|
+385
|
+0.2%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$6.75M
|
+$1.36M
|
+39,717
|
+27%
|
|
|
12
|
Heritage Financial Services
Westwood,
Massachusetts
|
$5.93M
|
+$146K
|
+4,265
|
+3%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.17M
|
+$157K
|
+4,594
|
+3%
|
|
|
14
|
New Capital Management
Houston,
Texas
|
$5M
|
-$48.1K
|
-1,405
|
-1%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$4.76M
|
+$227K
|
+6,646
|
+5%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$4.74M
|
+$534K
|
+15,623
|
+13%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.65M
|
+$515K
|
+15,056
|
+13%
|
|
|
18
|
Five Oceans Advisors
Santa Monica,
California
|
$4.51M
|
+$80K
|
+2,340
|
+2%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$3.6M
|
+$570K
|
+16,665
|
+20%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.58M
|
+$543K
|
+15,860
|
+19%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$3.47M
|
+$3.32M
|
+97,170
|
New
|
|
|
22
|
RW Investment Management
Eagle,
Idaho
|
$3.37M
|
+$162K
|
+4,733
|
+5%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.29M
|
+$99.2K
|
+2,901
|
+3%
|
|
|
24
|
|
$3.27M
|
-$2.6M
|
-76,064
|
-45%
|
|
|
25
|
RAM Investment Partners
Bellevue,
Washington
|
$3.18M
|
+$577K
|
+16,877
|
+23%
|
|
