|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$48.4M
|
+$1.17M
|
+29,171
|
+3%
|
|
|
2
|
MASECO Private Wealth
London,
|
$37M
|
+$2.39M
|
+59,678
|
+7%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$35M
|
-$764K
|
-19,056
|
-2%
|
|
|
4
|
AWM Capital
Phoenix,
Arizona
|
$33.8M
|
+$1.6M
|
+39,966
|
+5%
|
|
|
5
|
|
$28.9M
|
+$428K
|
+10,683
|
+2%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$24.1M
|
+$1.13M
|
+28,190
|
+5%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
$20.3M
|
+$5.01M
|
+124,947
|
+34%
|
|
|
8
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$18M
|
+$430K
|
+10,734
|
+2%
|
|
|
9
|
Retirement Solution
Redmond,
Washington
|
$14.8M
|
-$482K
|
-12,026
|
-3%
|
|
|
10
|
Citrine Capital
San Francisco,
California
|
$14.2M
|
+$987K
|
+24,617
|
+8%
|
|
|
11
|
Five Oceans Advisors
Santa Monica,
California
|
$14.2M
|
+$4.81M
|
+120,050
|
+53%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$11.8M
|
-$86.6K
|
-2,162
|
-0.7%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.5M
|
+$129K
|
+3,230
|
+1%
|
|
|
14
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$8.7M
|
+$253K
|
+6,312
|
+3%
|
|
|
15
|
Planning Center Inc
Moline,
Illinois
|
$8.51M
|
-$57K
|
-1,421
|
-0.7%
|
|
|
16
|
|
$8.42M
|
+$1.02M
|
+25,539
|
+14%
|
|
|
17
|
Greenspring Advisors
Towson,
Maryland
|
$8.37M
|
+$8.19M
|
+204,413
|
New
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$7.91M
|
+$1.5M
|
+37,417
|
+24%
|
|
|
19
|
Hill Island Financial
Grand Rapids,
Michigan
|
$7.87M
|
+$273K
|
+6,800
|
+4%
|
|
|
20
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$7.71M
|
+$1.98M
|
+49,330
|
+36%
|
|
|
21
|
New Capital Management
Houston,
Texas
|
$7.64M
|
+$34.1K
|
+851
|
+0.5%
|
|
|
22
|
Heritage Financial Services
Westwood,
Massachusetts
|
$7.04M
|
-$61.2K
|
-1,526
|
-0.9%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.73M
|
+$757K
|
+18,897
|
+13%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$6.52M
|
+$2.16M
|
+53,796
|
+52%
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
$5.19M
|
+$796K
|
+19,862
|
+19%
|
|
