|
1
|
Retirement Solution
Redmond,
Washington
|
$210M
|
-$2.24M
|
-68,861
|
-1%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$69.3M
|
+$7.27M
|
+223,594
|
+12%
|
|
|
3
|
AWM Capital
Phoenix,
Arizona
|
$65.4M
|
+$8.12M
|
+249,737
|
+15%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$34.7M
|
+$956K
|
+29,429
|
+3%
|
|
|
5
|
Abacus Wealth Partners
Santa Monica,
California
|
$30.9M
|
+$416K
|
+12,813
|
+1%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$15.4M
|
+$1.82M
|
+55,993
|
+14%
|
|
|
7
|
Gibson Capital
Wexford,
Pennsylvania
|
$14.4M
|
–
|
–
|
–
|
|
|
8
|
Forum Financial Management
Lombard,
Illinois
|
$13M
|
+$691K
|
+21,259
|
+6%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.7M
|
+$643K
|
+19,777
|
+6%
|
|
|
10
|
Heritage Financial Services
Westwood,
Massachusetts
|
$10.8M
|
+$2.38M
|
+73,180
|
+30%
|
|
|
11
|
New Capital Management
Houston,
Texas
|
$10.7M
|
+$2.08M
|
+64,020
|
+26%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$9.82M
|
-$55.1K
|
-1,695
|
-0.6%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.12M
|
-$281K
|
-8,656
|
-4%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$6.98M
|
-$182K
|
-5,605
|
-3%
|
|
|
15
|
Planning Center Inc
Moline,
Illinois
|
$6.97M
|
+$75.8K
|
+2,332
|
+1%
|
|
|
16
|
NWAM LLC
Mercer Island,
Washington
|
$6.31M
|
-$158K
|
-4,871
|
-3%
|
|
|
17
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.98M
|
+$950K
|
+29,240
|
+20%
|
|
|
18
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$4.94M
|
-$1.3K
|
-40
|
-0%
|
|
|
19
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.46M
|
+$1.62M
|
+49,791
|
+62%
|
|
|
20
|
Northland Capital Management
Virginia,
Minnesota
|
$3.76M
|
-$64.9K
|
-1,996
|
-2%
|
|
|
21
|
MB Generational Wealth
Spokane,
Washington
|
$3.6M
|
+$2.31K
|
+71
|
+0.1%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$3.35M
|
+$1.45M
|
+44,644
|
+82%
|
|
|
23
|
BetterWealth
San Jose,
California
|
$3.15M
|
-$128K
|
-3,936
|
-4%
|
|
|
24
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.06M
|
-$65.1K
|
-2,003
|
-2%
|
|
|
25
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.98M
|
+$2.03M
|
+62,317
|
+256%
|
|
