|
1
|
Invera Wealth Advisors
Bend,
Oregon
|
$3.58M
|
+$3.46M
|
+100,890
|
New
|
|
|
2
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.36M
|
+$3.25M
|
+94,765
|
New
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.02M
|
+$1.95M
|
+56,904
|
New
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.73M
|
+$1.68M
|
+48,855
|
New
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.51M
|
+$303K
|
+8,821
|
+26%
|
|
|
6
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.17M
|
+$103K
|
+2,995
|
+10%
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.08M
|
+$34
|
+1
|
+0%
|
|
|
8
|
Bailard
Foster City,
California
|
$1.04M
|
+$1M
|
+29,202
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$861K
|
+$833K
|
+24,246
|
New
|
|
|
10
|
Values Added Financial
Washington,
District of Columbia
|
$836K
|
-$56.6K
|
-1,648
|
-7%
|
|
|
11
|
Lazard Asset Management
New York
|
$828K
|
–
|
–
|
–
|
|
|
12
|
Wade Financial Advisory
Campbell,
California
|
$566K
|
+$2.23K
|
+65
|
+0.4%
|
|
|
13
|
Crestone Asset Management
Boulder,
Colorado
|
$528K
|
-$44.5K
|
-1,295
|
-8%
|
|
|
14
|
Clarius Group LLC
Seattle,
Washington
|
$474K
|
-$10.2K
|
-296
|
-2%
|
|
|
15
|
Biltmore Family Office
Charlotte,
North Carolina
|
$432K
|
-$243K
|
-7,088
|
-37%
|
|
|
16
|
Congress Wealth Management
Boston,
Massachusetts
|
$410K
|
+$51.9K
|
+1,511
|
+15%
|
|
|
17
|
Gould Asset Management
Claremont,
California
|
$359K
|
+$118K
|
+3,425
|
+51%
|
|
|
18
|
WrapManager Inc
Mill Valley,
California
|
$353K
|
-$15.8K
|
-460
|
-4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$310K
|
+$26.2K
|
+763
|
+10%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$307K
|
+$275K
|
+8,005
|
+1,261%
|
|
|
21
|
|
$299K
|
+$78K
|
+2,272
|
+37%
|
|
|
22
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$237K
|
+$229K
|
+6,662
|
New
|
|
|
23
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$236K
|
-$6.7K
|
-195
|
-3%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$228K
|
+$220K
|
+6,416
|
New
|
|
|
25
|
Abacus Planning Group
Columbia,
South Carolina
|
$224K
|
–
|
–
|
–
|
|
