|
1
|
Cache Advisors
San Francisco,
California
|
$193M
|
–
|
–
|
–
|
|
|
2
|
Everest Management Corp
Cupertino,
California
|
$20M
|
-$235K
|
-4,547
|
-1%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.1M
|
–
|
–
|
–
|
|
|
4
|
Vise Technologies
New York
|
$12.4M
|
+$12.1M
|
+233,703
|
New
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$12.4M
|
-$37.8K
|
-731
|
-0.3%
|
|
|
6
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$12.2M
|
–
|
–
|
–
|
|
|
7
|
Flatrock Wealth Partners
Newport Beach,
California
|
$5.41M
|
–
|
–
|
–
|
|
|
8
|
Seed Wealth Management
Evanston,
Illinois
|
$4.85M
|
-$14K
|
-271
|
-0.3%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$4.43M
|
–
|
–
|
–
|
|
|
10
|
Soundwatch Capital
Rowayton,
Connecticut
|
$4.43M
|
–
|
–
|
–
|
|
|
11
|
Meredith Wealth Planning
Maryville,
Illinois
|
$4.31M
|
-$15.9K
|
-307
|
-0.4%
|
|
|
12
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$4.16M
|
-$1.06M
|
-20,399
|
-20%
|
|
|
13
|
|
$3.46M
|
-$72.7K
|
-1,405
|
-2%
|
|
|
14
|
Quantinno Capital Management
New York
|
$2.84M
|
+$1.48M
|
+28,647
|
+116%
|
|
|
15
|
One Degree Advisors
San Diego,
California
|
$2.7M
|
–
|
–
|
–
|
|
|
16
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$2.61M
|
–
|
–
|
–
|
|
|
17
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$2.29M
|
–
|
–
|
–
|
|
|
18
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.1M
|
–
|
–
|
–
|
|
|
19
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.98M
|
-$24.5K
|
-473
|
-1%
|
|
|
20
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$1.75M
|
–
|
–
|
–
|
|
|
21
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$1.7M
|
-$41.4K
|
-800
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.57M
|
+$24.6K
|
+476
|
+2%
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.47M
|
–
|
–
|
–
|
|
|
24
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.08M
|
-$83.4K
|
-1,612
|
-7%
|
|
|
25
|
Family CFO
Los Altos,
California
|
$1.06M
|
–
|
–
|
–
|
|
