|
1
|
Retirement Solution
Redmond,
Washington
|
$229M
|
-$1.81M
|
-44,352
|
-0.8%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$124M
|
+$27.4M
|
+670,777
|
+30%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$102M
|
+$28.4K
|
+694
|
+0%
|
|
|
4
|
MASECO Private Wealth
London,
|
$80M
|
+$1.92M
|
+46,906
|
+3%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$79M
|
+$1.5M
|
+36,585
|
+2%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$52.8M
|
+$350K
|
+8,558
|
+0.7%
|
|
|
7
|
Citrine Capital
San Francisco,
California
|
$50M
|
+$3.89M
|
+95,145
|
+9%
|
|
|
8
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$31.4M
|
+$1.49M
|
+36,365
|
+5%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$26.6M
|
+$11.7M
|
+286,295
|
+84%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20M
|
+$2.56M
|
+62,559
|
+15%
|
|
|
11
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$19.6M
|
+$3.55M
|
+86,729
|
+23%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$18.3M
|
+$619K
|
+15,127
|
+4%
|
|
|
13
|
Gibson Capital
Wexford,
Pennsylvania
|
$16M
|
-$614K
|
-15,000
|
-4%
|
|
|
14
|
Five Oceans Advisors
Santa Monica,
California
|
$15.9M
|
+$10.6M
|
+259,411
|
+224%
|
|
|
15
|
Heritage Financial Services
Westwood,
Massachusetts
|
$14.4M
|
-$58.4K
|
-1,428
|
-0.4%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.9M
|
+$334K
|
+8,152
|
+3%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$13.8M
|
+$2.4M
|
+58,631
|
+22%
|
|
|
18
|
New Capital Management
Houston,
Texas
|
$11.6M
|
+$45.6K
|
+1,114
|
+0.4%
|
|
|
19
|
Triune Financial Partners
Overland Park,
Kansas
|
$11.6M
|
-$251K
|
-6,140
|
-2%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.4M
|
+$11M
|
+268,479
|
New
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$10.4M
|
+$1.27M
|
+30,960
|
+14%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$10.2M
|
+$7.27M
|
+177,720
|
+285%
|
|
|
23
|
|
$9.45M
|
+$2.46M
|
+60,242
|
+37%
|
|
|
24
|
NWAM LLC
Mercer Island,
Washington
|
$9.13M
|
+$456K
|
+11,144
|
+5%
|
|
|
25
|
SJS Investment Consulting
Sylvania,
Ohio
|
$8.94M
|
+$250K
|
+6,112
|
+3%
|
|
