|
1
|
Retirement Solution
Redmond,
Washington
|
$236M
|
+$1.07M
|
+24,868
|
+0.5%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$132M
|
+$4.92M
|
+114,715
|
+4%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$104M
|
+$59.5K
|
+1,386
|
+0.1%
|
|
|
4
|
MASECO Private Wealth
London,
|
$84.8M
|
+$2.98M
|
+69,366
|
+4%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$81.9M
|
+$1.04M
|
+24,245
|
+1%
|
|
|
6
|
Citrine Capital
San Francisco,
California
|
$56M
|
+$4.79M
|
+111,641
|
+9%
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$54M
|
+$9.19K
|
+214
|
+0%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$44.6M
|
+$17.3M
|
+402,250
|
+64%
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$30.8M
|
-$1.34M
|
-31,120
|
-4%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.4M
|
+$544K
|
+12,668
|
+3%
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
$19.1M
|
+$366K
|
+8,522
|
+2%
|
|
|
12
|
Five Oceans Advisors
Santa Monica,
California
|
$19.1M
|
+$2.72M
|
+63,300
|
+17%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$17.6M
|
+$3.41M
|
+79,557
|
+24%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$17.3M
|
-$2.6M
|
-60,552
|
-13%
|
|
|
15
|
Gibson Capital
Wexford,
Pennsylvania
|
$16.3M
|
–
|
–
|
–
|
|
|
16
|
Heritage Financial Services
Westwood,
Massachusetts
|
$15.8M
|
+$1.12M
|
+26,056
|
+8%
|
|
|
17
|
Simplicity Wealth
Summit,
New Jersey
|
$13.8M
|
+$9.57M
|
+223,045
|
+234%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$12.8M
|
+$1.99M
|
+46,259
|
+19%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$12.6M
|
+$2.13M
|
+49,677
|
+21%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.5M
|
+$843K
|
+19,634
|
+7%
|
|
|
21
|
Triune Financial Partners
Overland Park,
Kansas
|
$12M
|
-$14.7K
|
-342
|
-0.1%
|
|
|
22
|
Wealth Architects
Mountain View,
California
|
$11.7M
|
+$3.32M
|
+77,324
|
+40%
|
|
|
23
|
New Capital Management
Houston,
Texas
|
$11.6M
|
-$316K
|
-7,353
|
-3%
|
|
|
24
|
TCI Wealth Advisors
Tucson,
Arizona
|
$11.2M
|
+$2.26M
|
+52,548
|
+26%
|
|
|
25
|
|
$11M
|
+$1.31M
|
+30,575
|
+14%
|
|
