|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$12.7M
|
-$594K
|
-10,834
|
-5%
|
|
|
2
|
Bailard
Foster City,
California
|
$7.73M
|
+$377K
|
+6,881
|
+5%
|
|
|
3
|
Invera Wealth Advisors
Bend,
Oregon
|
$5.74M
|
-$427K
|
-7,783
|
-7%
|
|
|
4
|
Values Added Financial
Washington,
District of Columbia
|
$5.38M
|
+$298K
|
+5,435
|
+6%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.44M
|
+$7.02K
|
+128
|
+0.2%
|
|
|
6
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.4M
|
-$127K
|
-2,326
|
-5%
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.74M
|
-$209K
|
-3,819
|
-11%
|
|
|
8
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.71M
|
-$72.7K
|
-1,326
|
-4%
|
|
|
9
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.43M
|
-$23.1K
|
-422
|
-2%
|
|
|
10
|
Plum Street Advisors
New Orleans,
Louisiana
|
$1.39M
|
+$32.4K
|
+592
|
+3%
|
|
|
11
|
Lazard Asset Management
New York
|
$1.26M
|
–
|
–
|
–
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$1.24M
|
+$7.13K
|
+130
|
+0.6%
|
|
|
13
|
SageView Advisory Group
Newport Beach,
California
|
$1.16M
|
+$7.13K
|
+130
|
+0.7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$984K
|
+$83.9K
|
+1,530
|
+10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$970K
|
+$76.7K
|
+1,400
|
+9%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$836K
|
+$204K
|
+3,731
|
+35%
|
|
|
17
|
Fairlight Advisors
San Francisco,
California
|
$777K
|
+$735K
|
+13,402
|
New
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$750K
|
+$8.44K
|
+154
|
+1%
|
|
|
19
|
Gould Asset Management
Claremont,
California
|
$727K
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$612K
|
+$97.3K
|
+1,775
|
+20%
|
|
|
21
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$608K
|
+$10.4K
|
+190
|
+2%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$586K
|
+$46.8K
|
+853
|
+9%
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$580K
|
+$549K
|
+10,016
|
New
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$573K
|
+$16.2K
|
+295
|
+3%
|
|
|
25
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$571K
|
–
|
–
|
–
|
|
