|
1
|
Retirement Solution
Redmond,
Washington
|
$196M
|
-$7.64M
|
-201,120
|
-4%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$109M
|
+$4.43M
|
+116,782
|
+4%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$81.7M
|
+$365K
|
+9,614
|
+0.4%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$43.5M
|
+$37.4M
|
+983,943
|
+425%
|
|
|
5
|
Citrine Capital
San Francisco,
California
|
$35.6M
|
+$4.99M
|
+131,475
|
+15%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$34.8M
|
+$49.9K
|
+1,314
|
+0.1%
|
|
|
7
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$23.7M
|
+$1.35M
|
+35,451
|
+6%
|
|
|
8
|
Adero Partners
Pleasanton,
California
|
$20.2M
|
-$479K
|
-12,603
|
-2%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.8M
|
-$147K
|
-3,864
|
-0.9%
|
|
|
10
|
Forum Financial Management
Lombard,
Illinois
|
$14.2M
|
-$90.8K
|
-2,390
|
-0.6%
|
|
|
11
|
Gibson Capital
Wexford,
Pennsylvania
|
$14M
|
-$401K
|
-10,556
|
-3%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$14M
|
+$1.41M
|
+37,160
|
+11%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.8M
|
+$11.4K
|
+299
|
+0.1%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$12.3M
|
+$3.34M
|
+88,019
|
+34%
|
|
|
15
|
Heritage Financial Services
Westwood,
Massachusetts
|
$11.3M
|
+$414K
|
+10,905
|
+4%
|
|
|
16
|
New Capital Management
Houston,
Texas
|
$11.2M
|
-$973K
|
-25,624
|
-8%
|
|
|
17
|
Wolfstich Capital
Medfield,
Massachusetts
|
$9.94M
|
–
|
–
|
–
|
|
|
18
|
NWAM LLC
Mercer Island,
Washington
|
$7.62M
|
+$99.2K
|
+2,612
|
+1%
|
|
|
19
|
Blue Oak Capital
Menlo Park,
California
|
$7.6M
|
-$1.18M
|
-31,110
|
-13%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.14M
|
+$555K
|
+14,622
|
+8%
|
|
|
21
|
Planning Center Inc
Moline,
Illinois
|
$7.01M
|
+$341K
|
+8,968
|
+5%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$6.9M
|
+$1.97M
|
+51,966
|
+35%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$6.88M
|
-$17.6K
|
-463
|
-0.2%
|
|
|
24
|
SJS Investment Consulting
Sylvania,
Ohio
|
$6.83M
|
+$546K
|
+14,379
|
+8%
|
|
|
25
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$6.59M
|
+$258K
|
+6,800
|
+4%
|
|
