|
1
|
Cache Advisors
San Francisco,
California
|
$107M
|
–
|
–
|
–
|
|
|
2
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$48.8M
|
-$2.48M
|
-45,031
|
-5%
|
|
|
3
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$19.3M
|
–
|
–
|
–
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.6M
|
-$11.4K
|
-207
|
-0.1%
|
|
|
5
|
Quantinno Capital Management
New York
|
$9.89M
|
+$9.55M
|
+173,666
|
New
|
|
|
6
|
Everest Management Corp
Cupertino,
California
|
$6.35M
|
-$2.59M
|
-47,025
|
-30%
|
|
|
7
|
|
$5.23M
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$4.77M
|
–
|
–
|
–
|
|
|
9
|
Family CFO
Los Altos,
California
|
$3.59M
|
–
|
–
|
–
|
|
|
10
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$3.42M
|
+$3.3M
|
+60,080
|
New
|
|
|
11
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.53M
|
+$2.44M
|
+44,451
|
New
|
|
|
12
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.3M
|
–
|
–
|
–
|
|
|
13
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$2.2M
|
–
|
–
|
–
|
|
|
14
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2.05M
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$2.02M
|
–
|
–
|
–
|
|
|
16
|
Downshift Financial
Boulder,
Colorado
|
$2.01M
|
+$1.94M
|
+35,307
|
New
|
|
|
17
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.97M
|
–
|
–
|
–
|
|
|
18
|
Foundry Financial
Pasadena,
California
|
$1.7M
|
–
|
–
|
–
|
|
|
19
|
One Degree Advisors
San Diego,
California
|
$1.65M
|
-$88.2K
|
-1,605
|
-5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.6M
|
+$1.28M
|
+23,328
|
+479%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$1.6M
|
+$1.55M
|
+28,150
|
New
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.47M
|
–
|
–
|
–
|
|
|
23
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.34M
|
–
|
–
|
–
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.11M
|
–
|
–
|
–
|
|
