|
1
|
Retirement Solution
Redmond,
Washington
|
$218M
|
-$5.51M
|
-154,269
|
-3%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$102M
|
+$22.1M
|
+618,199
|
+29%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$83M
|
+$3.17M
|
+88,866
|
+4%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$37.8M
|
+$406K
|
+11,366
|
+1%
|
|
|
5
|
Abacus Wealth Partners
Santa Monica,
California
|
$36.2M
|
+$2.08M
|
+58,139
|
+6%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$19.4M
|
+$790K
|
+22,132
|
+4%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15M
|
+$1.68M
|
+47,054
|
+13%
|
|
|
8
|
Gibson Capital
Wexford,
Pennsylvania
|
$14.9M
|
–
|
–
|
–
|
|
|
9
|
Forum Financial Management
Lombard,
Illinois
|
$14.8M
|
+$105K
|
+2,931
|
+0.7%
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$12.9M
|
+$1.43M
|
+40,004
|
+13%
|
|
|
11
|
New Capital Management
Houston,
Texas
|
$11.7M
|
+$41.9K
|
+1,174
|
+0.4%
|
|
|
12
|
Heritage Financial Services
Westwood,
Massachusetts
|
$11.5M
|
-$72.8K
|
-2,039
|
-0.7%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$10M
|
+$764K
|
+21,405
|
+9%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.64M
|
+$8.3M
|
+232,306
|
New
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$7.53M
|
+$59.6K
|
+1,668
|
+0.8%
|
|
|
16
|
Planning Center Inc
Moline,
Illinois
|
$7.52M
|
-$59.4K
|
-1,663
|
-0.8%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7.19M
|
+$311K
|
+8,705
|
+5%
|
|
|
18
|
NWAM LLC
Mercer Island,
Washington
|
$7.03M
|
+$6.75M
|
+189,040
|
New
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.94M
|
+$2.15M
|
+60,276
|
+48%
|
|
|
20
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$6.79M
|
-$6.82K
|
-191
|
-0.1%
|
|
|
21
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$6.38M
|
+$82.8K
|
+2,317
|
+1%
|
|
|
22
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$6.35M
|
+$421K
|
+11,800
|
+7%
|
|
|
23
|
SJS Investment Consulting
Sylvania,
Ohio
|
$6.25M
|
+$613K
|
+17,165
|
+11%
|
|
|
24
|
Northland Capital Management
Virginia,
Minnesota
|
$5M
|
+$406K
|
+11,354
|
+9%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$4.88M
|
+$580K
|
+16,252
|
+14%
|
|
