|
1
|
AWM Capital
Phoenix,
Arizona
|
$38M
|
+$2.31M
|
+66,502
|
+7%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$32.3M
|
+$189K
|
+5,435
|
+0.6%
|
|
|
3
|
|
$23.5M
|
+$1.14M
|
+32,949
|
+5%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$21.7M
|
+$20.6M
|
+594,719
|
+2,265%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$19.8M
|
-$636K
|
-18,327
|
-3%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$18.5M
|
-$72.8K
|
-2,100
|
-0.4%
|
|
|
7
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$14.9M
|
+$1.12M
|
+32,149
|
+8%
|
|
|
8
|
Retirement Solution
Redmond,
Washington
|
$13.3M
|
-$849K
|
-24,466
|
-6%
|
|
|
9
|
Citrine Capital
San Francisco,
California
|
$11M
|
+$619K
|
+17,857
|
+6%
|
|
|
10
|
Forum Financial Management
Lombard,
Illinois
|
$10.4M
|
-$100K
|
-2,894
|
-1%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.57M
|
+$10.6K
|
+307
|
+0.1%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$8.38M
|
+$1.52M
|
+43,809
|
+22%
|
|
|
13
|
Planning Center Inc
Moline,
Illinois
|
$7.26M
|
+$384K
|
+11,082
|
+6%
|
|
|
14
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$7.01M
|
+$111K
|
+3,192
|
+2%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$6.6M
|
+$6.21M
|
+179,007
|
+1,765%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$6.41M
|
+$6.38M
|
+183,809
|
New
|
|
|
17
|
New Capital Management
Houston,
Texas
|
$6.23M
|
+$872K
|
+25,131
|
+16%
|
|
|
18
|
Heritage Financial Services
Westwood,
Massachusetts
|
$6.01M
|
-$191K
|
-5,514
|
-3%
|
|
|
19
|
Five Oceans Advisors
Santa Monica,
California
|
$5.36M
|
-$773K
|
-22,278
|
-13%
|
|
|
20
|
|
$5.33M
|
+$2.06M
|
+59,318
|
+64%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$5.08M
|
+$303K
|
+8,735
|
+6%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.06M
|
+$44.6K
|
+1,285
|
+0.9%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$4.9M
|
+$1.1M
|
+31,754
|
+28%
|
|
|
24
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$4.84M
|
+$899K
|
+25,909
|
+23%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.23M
|
+$260K
|
+7,492
|
+7%
|
|
