|
1
|
AWM Capital
Phoenix,
Arizona
|
$33.6M
|
+$3.97M
|
+116,746
|
+13%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$30.3M
|
-$795K
|
-23,371
|
-2%
|
|
|
3
|
|
$21.1M
|
+$1.96M
|
+57,562
|
+10%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$19.3M
|
+$682K
|
+20,048
|
+4%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$19.2M
|
+$2.08M
|
+61,005
|
+12%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$17.5M
|
+$1.17M
|
+34,503
|
+7%
|
|
|
7
|
Retirement Solution
Redmond,
Washington
|
$13.3M
|
-$15.8K
|
-464
|
-0.1%
|
|
|
8
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$12.9M
|
+$13.4M
|
+393,525
|
New
|
|
|
9
|
Forum Financial Management
Lombard,
Illinois
|
$9.89M
|
+$565K
|
+16,592
|
+6%
|
|
|
10
|
Citrine Capital
San Francisco,
California
|
$9.76M
|
+$10.1M
|
+297,201
|
New
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.07M
|
+$2.89M
|
+84,947
|
+45%
|
|
|
12
|
Elser Financial Planning
Indianapolis,
Indiana
|
$7.31M
|
+$7.57M
|
+222,505
|
New
|
|
|
13
|
Greenspring Advisors
Towson,
Maryland
|
$6.71M
|
–
|
–
|
–
|
|
|
14
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$6.5M
|
+$6.73M
|
+197,867
|
New
|
|
|
15
|
Planning Center Inc
Moline,
Illinois
|
$6.47M
|
-$180K
|
-5,285
|
-3%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6.45M
|
+$1.76M
|
+51,766
|
+36%
|
|
|
17
|
Heritage Financial Services
Westwood,
Massachusetts
|
$5.84M
|
+$403K
|
+11,828
|
+7%
|
|
|
18
|
Five Oceans Advisors
Santa Monica,
California
|
$5.78M
|
+$1.69M
|
+49,774
|
+39%
|
|
|
19
|
New Capital Management
Houston,
Texas
|
$5.04M
|
+$452K
|
+13,289
|
+9%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.73M
|
+$469K
|
+13,771
|
+11%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$4.49M
|
+$124K
|
+3,644
|
+3%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$4.25M
|
-$113K
|
-3,334
|
-3%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.74M
|
+$464K
|
+13,618
|
+14%
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$3.72M
|
+$384K
|
+11,285
|
+11%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.7M
|
+$3.84M
|
+112,742
|
New
|
|
