|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$50M
|
-$602K
|
-14,470
|
-1%
|
|
|
2
|
MASECO Private Wealth
London,
|
$40.6M
|
+$1.82M
|
+43,748
|
+5%
|
|
|
3
|
AWM Capital
Phoenix,
Arizona
|
$37.1M
|
+$1.7M
|
+40,835
|
+5%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$36.6M
|
-$12.2K
|
-293
|
-0%
|
|
|
5
|
|
$31.8M
|
+$1.54M
|
+36,945
|
+5%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$31.1M
|
+$9.55M
|
+229,403
|
+46%
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$25M
|
-$257K
|
-6,184
|
-1%
|
|
|
8
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$18.2M
|
-$698K
|
-16,776
|
-4%
|
|
|
9
|
Five Oceans Advisors
Santa Monica,
California
|
$16.7M
|
+$1.83M
|
+43,865
|
+13%
|
|
|
10
|
Citrine Capital
San Francisco,
California
|
$15.3M
|
+$407K
|
+9,765
|
+3%
|
|
|
11
|
Retirement Solution
Redmond,
Washington
|
$15.2M
|
-$240K
|
-5,753
|
-2%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$12.2M
|
-$44.5K
|
-1,069
|
-0.4%
|
|
|
13
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.21M
|
+$112K
|
+2,693
|
+1%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$9.1M
|
+$862K
|
+20,698
|
+11%
|
|
|
15
|
Greenspring Advisors
Towson,
Maryland
|
$9.07M
|
+$299K
|
+7,177
|
+4%
|
|
|
16
|
Hill Island Financial
Grand Rapids,
Michigan
|
$8.5M
|
+$258K
|
+6,188
|
+3%
|
|
|
17
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$8.22M
|
+$155K
|
+3,712
|
+2%
|
|
|
18
|
Planning Center Inc
Moline,
Illinois
|
$8.16M
|
-$729K
|
-17,513
|
-8%
|
|
|
19
|
New Capital Management
Houston,
Texas
|
$7.8M
|
-$195K
|
-4,693
|
-3%
|
|
|
20
|
Heritage Financial Services
Westwood,
Massachusetts
|
$7.65M
|
+$275K
|
+6,616
|
+4%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.54M
|
+$380K
|
+9,131
|
+6%
|
|
|
22
|
Wealth Architects
Mountain View,
California
|
$6.65M
|
+$1.28M
|
+30,854
|
+25%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$6.62M
|
+$1.16M
|
+27,865
|
+22%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.34M
|
+$6.16M
|
+147,974
|
New
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.63M
|
-$1.1M
|
-26,470
|
-17%
|
|
