|
1
|
Cache Advisors
San Francisco,
California
|
$149M
|
+$143M
|
+2,753,833
|
New
|
|
|
2
|
Seed Wealth Management
Evanston,
Illinois
|
$37.7M
|
+$36.3M
|
+698,460
|
New
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$37.5M
|
+$36.1M
|
+694,663
|
New
|
|
|
4
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$32.6M
|
+$31.3M
|
+602,937
|
New
|
|
|
5
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$26.6M
|
+$25.5M
|
+491,798
|
New
|
|
|
6
|
Soundwatch Capital
Rowayton,
Connecticut
|
$5.26M
|
+$5.06M
|
+97,431
|
New
|
|
|
7
|
Apexium Financial
Dallas,
Texas
|
$3.74M
|
+$3.6M
|
+69,274
|
New
|
|
|
8
|
M Holdings Securities
Portland,
Oregon
|
$3.59M
|
+$3.45M
|
+66,518
|
New
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.45M
|
+$2.35M
|
+45,250
|
New
|
|
|
10
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.44M
|
+$2.35M
|
+45,250
|
New
|
|
|
11
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.09M
|
+$2.01M
|
+38,673
|
New
|
|
|
12
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.08M
|
+$2M
|
+38,563
|
New
|
|
|
13
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.91M
|
+$1.84M
|
+35,428
|
New
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$1.72M
|
+$1.65M
|
+31,784
|
New
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.31M
|
+$1.26M
|
+24,284
|
New
|
|
|
16
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.27M
|
+$1.22M
|
+23,439
|
New
|
|
|
17
|
|
$1.22M
|
+$1.18M
|
+22,687
|
New
|
|
|
18
|
Schiavi & Co
Wilmington,
Delaware
|
$1.05M
|
+$1.01M
|
+19,362
|
New
|
|
|
19
|
Meredith Wealth Planning
Maryville,
Illinois
|
$512K
|
+$492K
|
+9,476
|
New
|
|
|
20
|
Truepoint Inc
Cincinnati,
Ohio
|
$425K
|
+$409K
|
+7,874
|
New
|
|
|
21
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$196K
|
+$189K
|
+3,635
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$167K
|
+$161K
|
+3,093
|
New
|
|
