|
1
|
Retirement Solution
Redmond,
Washington
|
$225M
|
+$1.82M
|
+42,178
|
+0.8%
|
|
|
2
|
AWM Capital
Phoenix,
Arizona
|
$135M
|
+$10.2M
|
+236,449
|
+8%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$98.7M
|
+$3.16K
|
+73
|
+0%
|
|
|
4
|
MASECO Private Wealth
London,
|
$83.3M
|
+$3.06M
|
+70,674
|
+4%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$81.6M
|
+$2.06M
|
+47,621
|
+3%
|
|
|
6
|
Citrine Capital
San Francisco,
California
|
$56.7M
|
+$3.86M
|
+89,352
|
+7%
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$52.7M
|
+$1.66M
|
+38,512
|
+3%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$50.6M
|
+$8.84M
|
+204,376
|
+20%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$28.9M
|
+$30.4M
|
+704,102
|
New
|
|
|
10
|
Five Oceans Advisors
Santa Monica,
California
|
$19.2M
|
+$1.23M
|
+28,558
|
+7%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$18.8M
|
+$16.6M
|
+384,801
|
+532%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$18.5M
|
+$429K
|
+9,930
|
+2%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.8M
|
-$2.3M
|
-53,091
|
-11%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$17.8M
|
+$4.36M
|
+100,752
|
+34%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$16.8M
|
+$214K
|
+4,948
|
+1%
|
|
|
16
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$16.6M
|
+$257K
|
+5,951
|
+1%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$15.7M
|
+$4.04M
|
+93,433
|
+32%
|
|
|
18
|
Gibson Capital
Wexford,
Pennsylvania
|
$15.4M
|
–
|
–
|
–
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.8M
|
+$2.12M
|
+48,924
|
+17%
|
|
|
20
|
Simplicity Wealth
Summit,
New Jersey
|
$12.2M
|
-$919K
|
-21,253
|
-7%
|
|
|
21
|
Triune Financial Partners
Overland Park,
Kansas
|
$11.6M
|
+$389K
|
+8,998
|
+3%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$11.1M
|
+$616K
|
+14,239
|
+6%
|
|
|
23
|
Wealth Architects
Mountain View,
California
|
$11M
|
-$101K
|
-2,326
|
-0.9%
|
|
|
24
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$11M
|
+$772K
|
+17,850
|
+8%
|
|
|
25
|
|
$10.8M
|
+$372K
|
+8,608
|
+3%
|
|
