|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$5.25M
|
+$843K
|
+22,388
|
+21%
|
|
|
2
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.6M
|
+$70.6K
|
+1,874
|
+2%
|
|
|
3
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$3.72M
|
+$59.9K
|
+1,590
|
+2%
|
|
|
4
|
Bailard
Foster City,
California
|
$3.52M
|
+$377K
|
+10,008
|
+13%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$2.85M
|
+$1.65M
|
+43,933
|
+167%
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.31M
|
+$131K
|
+3,474
|
+6%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.66M
|
+$323K
|
+8,568
|
+26%
|
|
|
8
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.42M
|
-$10.5K
|
-278
|
-0.8%
|
|
|
9
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.37M
|
+$118K
|
+3,144
|
+10%
|
|
|
10
|
Values Added Financial
Washington,
District of Columbia
|
$1.34M
|
+$434K
|
+11,533
|
+53%
|
|
|
11
|
Lazard Asset Management
New York
|
$945K
|
–
|
–
|
–
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$724K
|
-$94.4K
|
-2,507
|
-12%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$542K
|
-$26K
|
-691
|
-5%
|
|
|
14
|
Clarius Group LLC
Seattle,
Washington
|
$541K
|
–
|
–
|
–
|
|
|
15
|
Gould Asset Management
Claremont,
California
|
$528K
|
–
|
–
|
–
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$455K
|
+$678
|
+18
|
+0.2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$424K
|
-$19.3K
|
-513
|
-5%
|
|
|
18
|
|
$394K
|
+$15.8K
|
+419
|
+5%
|
|
|
19
|
Congress Wealth Management
Boston,
Massachusetts
|
$375K
|
-$37.2K
|
-987
|
-10%
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$353K
|
+$41.8K
|
+1,110
|
+15%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$344K
|
–
|
–
|
–
|
|
|
22
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$325K
|
+$51.3K
|
+1,361
|
+20%
|
|
|
23
|
WrapManager Inc
Mill Valley,
California
|
$323K
|
-$7.76K
|
-206
|
-3%
|
|
|
24
|
Abacus Planning Group
Columbia,
South Carolina
|
$278K
|
+$20.6K
|
+546
|
+9%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$270K
|
–
|
–
|
–
|
|
