|
1
|
Retirement Solution
Redmond,
Washington
|
$255M
|
+$539K
|
+11,912
|
+0.2%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$164M
|
+$10.4M
|
+230,939
|
+7%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$111M
|
-$995K
|
-22,007
|
-0.9%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$101M
|
+$10.3M
|
+227,971
|
+12%
|
|
|
5
|
MASECO Private Wealth
London,
|
$96.5M
|
+$2.01M
|
+44,357
|
+2%
|
|
|
6
|
Citrine Capital
San Francisco,
California
|
$73.2M
|
+$8.59M
|
+189,964
|
+14%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
$70.3M
|
+$12.5M
|
+275,779
|
+22%
|
|
|
8
|
Abacus Wealth Partners
Santa Monica,
California
|
$60.6M
|
+$862K
|
+19,051
|
+1%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$34.3M
|
+$1.39M
|
+30,736
|
+4%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$25.6M
|
+$4.16M
|
+91,959
|
+20%
|
|
|
11
|
Five Oceans Advisors
Santa Monica,
California
|
$22.8M
|
+$1.02M
|
+22,508
|
+5%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$22M
|
+$986K
|
+21,800
|
+5%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$21.5M
|
+$3.48M
|
+77,003
|
+20%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.7M
|
-$645K
|
-14,264
|
-3%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$19.6M
|
+$472K
|
+10,442
|
+3%
|
|
|
16
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$19.4M
|
+$526K
|
+11,626
|
+3%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
$19.3M
|
+$627K
|
+13,871
|
+4%
|
|
|
18
|
Gibson Capital
Wexford,
Pennsylvania
|
$17.5M
|
–
|
–
|
–
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.9M
|
+$213K
|
+4,713
|
+1%
|
|
|
20
|
Simplicity Wealth
Summit,
New Jersey
|
$14.9M
|
+$1.02M
|
+22,506
|
+8%
|
|
|
21
|
Triune Financial Partners
Overland Park,
Kansas
|
$13.1M
|
+$3.66K
|
+81
|
+0%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$12.8M
|
+$185K
|
+4,099
|
+2%
|
|
|
23
|
Wealth Architects
Mountain View,
California
|
$12.5M
|
+$26.8K
|
+593
|
+0.2%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.5M
|
+$1.73M
|
+38,310
|
+17%
|
|
|
25
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$12M
|
+$615K
|
+13,597
|
+6%
|
|
