|
1
|
Cache Advisors
San Francisco,
California
|
$144M
|
–
|
–
|
–
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$37.2M
|
-$614K
|
-11,231
|
-2%
|
|
|
3
|
Seed Wealth Management
Evanston,
Illinois
|
$35.8M
|
–
|
–
|
–
|
|
|
4
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$23.4M
|
-$8.47M
|
-154,899
|
-26%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$9.32M
|
–
|
–
|
–
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.12M
|
–
|
–
|
–
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
$9.05M
|
–
|
–
|
–
|
|
|
8
|
Empowered Funds
Havertown,
Pennsylvania
|
$8.11M
|
+$8.47M
|
+154,898
|
New
|
|
|
9
|
One Degree Advisors
San Diego,
California
|
$7.21M
|
-$665K
|
-12,153
|
-8%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$5.82M
|
-$44.2K
|
-808
|
-0.7%
|
|
|
11
|
Soundwatch Capital
Rowayton,
Connecticut
|
$5.23M
|
-$44.2K
|
-808
|
-0.8%
|
|
|
12
|
M Holdings Securities
Portland,
Oregon
|
$3.48M
|
–
|
–
|
–
|
|
|
13
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.19M
|
–
|
–
|
–
|
|
|
14
|
Downshift Financial
Boulder,
Colorado
|
$1.91M
|
+$1.93M
|
+35,307
|
New
|
|
|
15
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.86M
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$1.66M
|
-$1.04K
|
-19
|
-0.1%
|
|
|
17
|
Frankly Finances
Winter Park,
Florida
|
$1.64M
|
–
|
–
|
–
|
|
|
18
|
Flatrock Wealth Partners
Newport Beach,
California
|
$1.64M
|
–
|
–
|
–
|
|
|
19
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
|
20
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.27M
|
–
|
–
|
–
|
|
|
21
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.23M
|
–
|
–
|
–
|
|
|
22
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.22M
|
-$812K
|
-14,856
|
-39%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1M
|
+$159K
|
+2,902
|
+16%
|
|
|
24
|
Schiavi & Co
Wilmington,
Delaware
|
$1.01M
|
–
|
–
|
–
|
|
|
25
|
|
$1.01M
|
-$104K
|
-1,910
|
-9%
|
|
