|
1
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.22M
|
+$71.2K
|
+1,961
|
+2%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$3.93M
|
+$2.24M
|
+61,688
|
+136%
|
|
|
3
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.31M
|
-$18.5K
|
-509
|
-0.6%
|
|
|
4
|
Bailard
Foster City,
California
|
$2.82M
|
+$1.22M
|
+33,555
|
+77%
|
|
|
5
|
Flow Traders U.S.
New York
|
$2.81M
|
-$3.14M
|
-86,419
|
-53%
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.96M
|
+$125K
|
+3,454
|
+7%
|
|
|
7
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.3M
|
+$60.5K
|
+1,666
|
+5%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.19M
|
+$204K
|
+5,614
|
+21%
|
|
|
9
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.13M
|
+$6.68K
|
+184
|
+0.6%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$968K
|
-$3.63M
|
-100,023
|
-79%
|
|
|
11
|
Lazard Asset Management
New York
|
$856K
|
–
|
–
|
–
|
|
|
12
|
Values Added Financial
Washington,
District of Columbia
|
$794K
|
+$57.7K
|
+1,591
|
+8%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$748K
|
-$619K
|
-17,052
|
-46%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$516K
|
+$510K
|
+14,065
|
New
|
|
|
15
|
Clarius Group LLC
Seattle,
Washington
|
$490K
|
–
|
–
|
–
|
|
|
16
|
Gould Asset Management
Claremont,
California
|
$478K
|
–
|
–
|
–
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$412K
|
+$12.6K
|
+347
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$403K
|
+$77.4K
|
+2,134
|
+24%
|
|
|
19
|
Congress Wealth Management
Boston,
Massachusetts
|
$376K
|
-$52.2K
|
-1,437
|
-12%
|
|
|
20
|
|
$341K
|
-$327
|
-9
|
-0.1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$311K
|
-$871
|
-24
|
-0.3%
|
|
|
22
|
WrapManager Inc
Mill Valley,
California
|
$300K
|
+$16.3K
|
+449
|
+6%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$294K
|
-$361K
|
-9,943
|
-55%
|
|
|
24
|
Wade Financial Advisory
Campbell,
California
|
$279K
|
-$35.3K
|
-972
|
-11%
|
|
|
25
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$244K
|
-$3.16K
|
-87
|
-1%
|
|
