|
1
|
AE Wealth Management
Topeka,
Kansas
|
$153M
|
+$151M
|
+5,761,921
|
New
|
|
|
2
|
Retirement Solution
Redmond,
Washington
|
$153M
|
+$151M
|
+5,750,033
|
New
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$38M
|
+$37.5M
|
+1,425,623
|
New
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$24.7M
|
+$1.67M
|
+63,575
|
+7%
|
|
|
5
|
Abacus Wealth Partners
Santa Monica,
California
|
$18.3M
|
+$918K
|
+34,945
|
+5%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$6.88M
|
+$5.26M
|
+200,153
|
+344%
|
|
|
7
|
AWM Capital
Phoenix,
Arizona
|
$4.91M
|
+$3.15M
|
+119,978
|
+187%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$4.56M
|
+$1.71M
|
+65,148
|
+61%
|
|
|
9
|
Planning Center Inc
Moline,
Illinois
|
$3.99M
|
+$84.3K
|
+3,208
|
+2%
|
|
|
10
|
Heritage Financial Services
Westwood,
Massachusetts
|
$3.75M
|
-$119K
|
-4,545
|
-3%
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.02M
|
+$324K
|
+12,335
|
+12%
|
|
|
12
|
BetterWealth
San Jose,
California
|
$2.62M
|
+$2.59M
|
+98,421
|
New
|
|
|
13
|
Brainard Capital Management
Austin,
Texas
|
$1.96M
|
+$1.55K
|
+59
|
+0.1%
|
|
|
14
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$1.53M
|
+$978K
|
+37,210
|
+185%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.49M
|
+$1.47M
|
+56,117
|
New
|
|
|
16
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.41M
|
+$1.39M
|
+52,908
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$1.27M
|
+48,452
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$938K
|
+$926K
|
+35,242
|
New
|
|
|
19
|
RAM Investment Partners
Bellevue,
Washington
|
$931K
|
+$261K
|
+9,922
|
+40%
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$860K
|
+$495K
|
+18,851
|
+140%
|
|
|
21
|
New Capital Management
Houston,
Texas
|
$786K
|
+$776K
|
+29,536
|
New
|
|
|
22
|
Forum Financial Management
Lombard,
Illinois
|
$751K
|
+$741K
|
+28,207
|
New
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$733K
|
+$181K
|
+6,879
|
+33%
|
|
|
24
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$649K
|
+$366K
|
+13,919
|
+133%
|
|
|
25
|
TCI Wealth Advisors
Tucson,
Arizona
|
$583K
|
–
|
–
|
–
|
|
