|
1
|
Cache Advisors
San Francisco,
California
|
$152M
|
–
|
–
|
–
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$38.2M
|
-$106K
|
-1,934
|
-0.3%
|
|
|
3
|
Seed Wealth Management
Evanston,
Illinois
|
$37.7M
|
-$794K
|
-14,507
|
-2%
|
|
|
4
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$33.1M
|
-$102K
|
-1,865
|
-0.3%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$9.8M
|
+$9.73M
|
+177,900
|
New
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.63M
|
+$6.98M
|
+127,518
|
+282%
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
$9.52M
|
+$6.98M
|
+127,518
|
+282%
|
|
|
8
|
One Degree Advisors
San Diego,
California
|
$8.25M
|
+$8.19M
|
+149,724
|
New
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$6.16M
|
+$6.12M
|
+111,775
|
New
|
|
|
10
|
Soundwatch Capital
Rowayton,
Connecticut
|
$5.55M
|
+$179K
|
+3,264
|
+3%
|
|
|
11
|
M Holdings Securities
Portland,
Oregon
|
$3.67M
|
–
|
–
|
–
|
|
|
12
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.13M
|
–
|
–
|
–
|
|
|
13
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.11M
|
-$25.6K
|
-467
|
-1%
|
|
|
14
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.95M
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1.75M
|
-$4.05K
|
-74
|
-0.2%
|
|
|
16
|
Frankly Finances
Winter Park,
Florida
|
$1.73M
|
+$1.71M
|
+31,331
|
New
|
|
|
17
|
Flatrock Wealth Partners
Newport Beach,
California
|
$1.72M
|
+$1.71M
|
+31,250
|
New
|
|
|
18
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.35M
|
-$25.6M
|
-467,355
|
-95%
|
|
|
19
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.34M
|
–
|
–
|
–
|
|
|
20
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.29M
|
–
|
–
|
–
|
|
|
21
|
|
$1.17M
|
-$82.1K
|
-1,500
|
-7%
|
|
|
22
|
Schiavi & Co
Wilmington,
Delaware
|
$1.07M
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1M
|
+$826K
|
+15,094
|
+488%
|
|
|
24
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$967K
|
+$960K
|
+17,545
|
New
|
|
|
25
|
Truepoint Inc
Cincinnati,
Ohio
|
$434K
|
–
|
–
|
–
|
|
