|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$50.8M
|
-$89.3K
|
-2,015
|
-0.2%
|
|
|
2
|
MASECO Private Wealth
London,
|
$41.8M
|
+$1.8M
|
+40,602
|
+4%
|
|
|
3
|
AWM Capital
Phoenix,
Arizona
|
$39.5M
|
+$2.92M
|
+65,905
|
+8%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$35.6M
|
-$642K
|
-14,493
|
-2%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$33.7M
|
+$3.07M
|
+69,271
|
+10%
|
|
|
6
|
|
$32.2M
|
+$763K
|
+17,225
|
+2%
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$24.9M
|
+$154K
|
+3,478
|
+0.6%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$17.6M
|
+$18.2M
|
+410,593
|
+7,364%
|
|
|
9
|
Five Oceans Advisors
Santa Monica,
California
|
$17.1M
|
+$605K
|
+13,667
|
+4%
|
|
|
10
|
Citrine Capital
San Francisco,
California
|
$16.5M
|
+$1.45M
|
+32,651
|
+9%
|
|
|
11
|
Retirement Solution
Redmond,
Washington
|
$14.8M
|
-$239K
|
-5,395
|
-2%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$13.3M
|
+$3.43M
|
+77,453
|
+36%
|
|
|
13
|
|
$11.7M
|
+$11M
|
+247,273
|
+883%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$11.5M
|
+$7.79M
|
+175,852
|
+185%
|
|
|
15
|
Forum Financial Management
Lombard,
Illinois
|
$11.2M
|
-$979K
|
-22,096
|
-8%
|
|
|
16
|
Elser Financial Planning
Indianapolis,
Indiana
|
$9.9M
|
+$10.3M
|
+233,159
|
New
|
|
|
17
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$9.06M
|
-$59.8K
|
-1,350
|
-0.6%
|
|
|
18
|
Greenspring Advisors
Towson,
Maryland
|
$9.03M
|
+$60.9K
|
+1,374
|
+0.6%
|
|
|
19
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$8.23M
|
+$93.5K
|
+2,110
|
+1%
|
|
|
20
|
Hill Island Financial
Grand Rapids,
Michigan
|
$8.21M
|
-$216K
|
-4,884
|
-2%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$7.75M
|
+$2.64M
|
+59,604
|
+48%
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
$7.71M
|
-$382K
|
-8,629
|
-5%
|
|
|
23
|
New Capital Management
Houston,
Texas
|
$7.64M
|
-$79.9K
|
-1,803
|
-1%
|
|
|
24
|
Pure Financial Advisors
San Diego,
California
|
$6.6M
|
+$51.8K
|
+1,170
|
+0.8%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.51M
|
-$896K
|
-20,221
|
-12%
|
|
