|
1
|
Retirement Solution
Redmond,
Washington
|
$209M
|
-$3.6M
|
-106,321
|
-2%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$74.7M
|
+$4.34M
|
+128,145
|
+6%
|
|
|
3
|
AWM Capital
Phoenix,
Arizona
|
$74.5M
|
+$7.98M
|
+235,332
|
+12%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$35.1M
|
-$89.9K
|
-2,654
|
-0.3%
|
|
|
5
|
Abacus Wealth Partners
Santa Monica,
California
|
$31.9M
|
+$626K
|
+18,474
|
+2%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$17.5M
|
+$1.77M
|
+52,293
|
+12%
|
|
|
7
|
Gibson Capital
Wexford,
Pennsylvania
|
$14M
|
-$613K
|
-18,101
|
-4%
|
|
|
8
|
Forum Financial Management
Lombard,
Illinois
|
$13.8M
|
+$610K
|
+18,013
|
+5%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.4M
|
+$594K
|
+17,532
|
+5%
|
|
|
10
|
Heritage Financial Services
Westwood,
Massachusetts
|
$10.9M
|
-$52.7K
|
-1,554
|
-0.5%
|
|
|
11
|
New Capital Management
Houston,
Texas
|
$10.9M
|
+$77.9K
|
+2,299
|
+0.7%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$10.7M
|
+$772K
|
+22,790
|
+8%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.63M
|
+$1.38M
|
+40,846
|
+20%
|
|
|
14
|
Elser Financial Planning
Indianapolis,
Indiana
|
$7.4M
|
+$7.2M
|
+212,323
|
New
|
|
|
15
|
Planning Center Inc
Moline,
Illinois
|
$7.11M
|
+$47.3K
|
+1,397
|
+0.7%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$7.01M
|
-$66.9K
|
-1,974
|
-1%
|
|
|
17
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$6.88M
|
+$802K
|
+23,656
|
+14%
|
|
|
18
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$6.56M
|
+$6.19M
|
+182,692
|
New
|
|
|
19
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6.44M
|
+$1.87M
|
+55,121
|
+43%
|
|
|
20
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$5.9M
|
+$868K
|
+25,604
|
+18%
|
|
|
21
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$5.54M
|
+$4.56M
|
+134,570
|
+551%
|
|
|
22
|
SJS Investment Consulting
Sylvania,
Ohio
|
$5.26M
|
+$2.18M
|
+64,280
|
+74%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.41M
|
+$1.93M
|
+56,930
|
+82%
|
|
|
24
|
Northland Capital Management
Virginia,
Minnesota
|
$4.29M
|
+$468K
|
+13,822
|
+13%
|
|
|
25
|
Waypoint Wealth Partners
Mill Valley,
California
|
$4.21M
|
+$2.26M
|
+66,695
|
+123%
|
|
