|
1
|
Cache Advisors
San Francisco,
California
|
$165M
|
–
|
–
|
–
|
|
|
2
|
Seed Wealth Management
Evanston,
Illinois
|
$40.8M
|
-$86.4K
|
-1,489
|
-0.2%
|
|
|
3
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$26.7M
|
–
|
–
|
–
|
|
|
4
|
Plancorp LLC
Saint Louis,
Missouri
|
$11.9M
|
-$28M
|
-482,951
|
-71%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$10.6M
|
–
|
–
|
–
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.4M
|
–
|
–
|
–
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
$10.3M
|
–
|
–
|
–
|
|
|
8
|
One Degree Advisors
San Diego,
California
|
$8.21M
|
–
|
–
|
–
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$6.38M
|
-$244K
|
-4,205
|
-4%
|
|
|
10
|
Soundwatch Capital
Rowayton,
Connecticut
|
$5.72M
|
-$244K
|
-4,205
|
-4%
|
|
|
11
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.3M
|
-$6.56K
|
-113
|
-0.3%
|
|
|
12
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2.12M
|
–
|
–
|
–
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$1.89M
|
-$5.98K
|
-103
|
-0.3%
|
|
|
14
|
Frankly Finances
Winter Park,
Florida
|
$1.87M
|
–
|
–
|
–
|
|
|
15
|
Flatrock Wealth Partners
Newport Beach,
California
|
$1.87M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.69M
|
+$413K
|
+7,107
|
+34%
|
|
|
17
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.46M
|
–
|
–
|
–
|
|
|
18
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.4M
|
–
|
–
|
–
|
|
|
19
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.4M
|
–
|
–
|
–
|
|
|
20
|
Schiavi & Co
Wilmington,
Delaware
|
$1.16M
|
–
|
–
|
–
|
|
|
21
|
|
$1.15M
|
–
|
–
|
–
|
|
|
22
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$1.05M
|
–
|
–
|
–
|
|
|
23
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$926K
|
-$510K
|
-8,780
|
-36%
|
|
|
24
|
Savvy Advisors Inc
New York
|
$862K
|
-$9.7K
|
-167
|
-1%
|
|
|
25
|
Empowered Funds
Havertown,
Pennsylvania
|
$517K
|
-$8.49M
|
-146,244
|
-94%
|
|
