|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$45.4M
|
+$19.7M
|
+531,229
|
+86%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$34.5M
|
-$1.96M
|
-52,807
|
-6%
|
|
|
3
|
MASECO Private Wealth
London,
|
$33.2M
|
+$31.3M
|
+843,506
|
New
|
|
|
4
|
AWM Capital
Phoenix,
Arizona
|
$30.9M
|
-$11.3M
|
-304,237
|
-28%
|
|
|
5
|
|
$27.4M
|
+$758K
|
+20,418
|
+3%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$22.1M
|
+$1.14M
|
+30,735
|
+6%
|
|
|
7
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$16.9M
|
+$152K
|
+4,087
|
+1%
|
|
|
8
|
Retirement Solution
Redmond,
Washington
|
$14.7M
|
-$258K
|
-6,934
|
-2%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$14.6M
|
+$3.61M
|
+97,252
|
+35%
|
|
|
10
|
Citrine Capital
San Francisco,
California
|
$12.7M
|
+$293K
|
+7,890
|
+3%
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
$11.4M
|
-$338K
|
-9,110
|
-3%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10M
|
+$520K
|
+13,989
|
+6%
|
|
|
13
|
Five Oceans Advisors
Santa Monica,
California
|
$8.92M
|
+$2.7M
|
+72,686
|
+47%
|
|
|
14
|
Planning Center Inc
Moline,
Illinois
|
$8.25M
|
+$45K
|
+1,212
|
+0.6%
|
|
|
15
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$8.12M
|
+$185K
|
+4,971
|
+2%
|
|
|
16
|
New Capital Management
Houston,
Texas
|
$7.32M
|
+$272K
|
+7,318
|
+4%
|
|
|
17
|
Hill Island Financial
Grand Rapids,
Michigan
|
$7.31M
|
+$6.89M
|
+185,505
|
New
|
|
|
18
|
|
$7.09M
|
+$1.02M
|
+27,362
|
+18%
|
|
|
19
|
Heritage Financial Services
Westwood,
Massachusetts
|
$6.83M
|
+$44.4K
|
+1,194
|
+0.7%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$6.04M
|
+$343K
|
+9,227
|
+6%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.68M
|
-$39.9K
|
-1,074
|
-0.7%
|
|
|
22
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$5.47M
|
+$8.51K
|
+229
|
+0.2%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.3M
|
+$5M
|
+134,529
|
New
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.54M
|
-$221K
|
-5,938
|
-5%
|
|
|
25
|
RAM Investment Partners
Bellevue,
Washington
|
$4.52M
|
+$480K
|
+12,920
|
+13%
|
|
