|
1
|
Retirement Solution
Redmond,
Washington
|
$215M
|
-$6.88M
|
-179,628
|
-3%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$111M
|
+$7.02M
|
+183,322
|
+7%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$86.1M
|
+$1.5M
|
+39,215
|
+2%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$37.5M
|
-$1.12M
|
-29,352
|
-3%
|
|
|
5
|
Abacus Wealth Partners
Santa Monica,
California
|
$36.8M
|
-$134K
|
-3,493
|
-0.4%
|
|
|
6
|
Citrine Capital
San Francisco,
California
|
$32.7M
|
+$33M
|
+862,369
|
New
|
|
|
7
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$23.7M
|
+$24M
|
+626,158
|
New
|
|
|
8
|
Adero Partners
Pleasanton,
California
|
$21.8M
|
+$2.03M
|
+53,046
|
+10%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.8M
|
+$478K
|
+12,479
|
+3%
|
|
|
10
|
Gibson Capital
Wexford,
Pennsylvania
|
$15.2M
|
–
|
–
|
–
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
$15.1M
|
+$43.8K
|
+1,143
|
+0.3%
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.5M
|
+$3.12M
|
+81,563
|
+30%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$13.4M
|
+$191K
|
+4,974
|
+1%
|
|
|
14
|
New Capital Management
Houston,
Texas
|
$12.9M
|
+$986K
|
+25,742
|
+8%
|
|
|
15
|
Heritage Financial Services
Westwood,
Massachusetts
|
$11.6M
|
-$223K
|
-5,825
|
-2%
|
|
|
16
|
Wolfstich Capital
Medfield,
Massachusetts
|
$10.5M
|
+$10.6M
|
+277,702
|
New
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9.67M
|
+$2.36M
|
+61,657
|
+32%
|
|
|
18
|
Blue Oak Capital
Menlo Park,
California
|
$9.23M
|
+$9.33M
|
+243,480
|
New
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.78M
|
-$25.9K
|
-677
|
-0.3%
|
|
|
20
|
Elser Financial Planning
Indianapolis,
Indiana
|
$8.38M
|
+$8.47M
|
+221,004
|
New
|
|
|
21
|
NWAM LLC
Mercer Island,
Washington
|
$7.96M
|
+$806K
|
+21,041
|
+11%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$7.29M
|
-$390K
|
-10,185
|
-5%
|
|
|
23
|
Planning Center Inc
Moline,
Illinois
|
$7.07M
|
-$602K
|
-15,706
|
-8%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7M
|
-$72K
|
-1,879
|
-1%
|
|
|
25
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$6.71M
|
+$242K
|
+6,320
|
+4%
|
|
