|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$5.4M
|
+$601K
|
+15,294
|
+12%
|
|
|
2
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.4M
|
+$79.9K
|
+2,032
|
+2%
|
|
|
3
|
Bailard
Foster City,
California
|
$3.38M
|
+$154K
|
+3,906
|
+4%
|
|
|
4
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.35M
|
-$1.13M
|
-28,614
|
-31%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.15M
|
+$29.1K
|
+739
|
+1%
|
|
|
6
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.97M
|
+$470K
|
+11,965
|
+29%
|
|
|
7
|
Values Added Financial
Washington,
District of Columbia
|
$1.41M
|
+$187K
|
+4,754
|
+14%
|
|
|
8
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.34M
|
+$32.8K
|
+833
|
+2%
|
|
|
9
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.26M
|
+$79
|
+2
|
+0%
|
|
|
10
|
Lazard Asset Management
New York
|
$852K
|
-$18.7K
|
-475
|
-2%
|
|
|
11
|
|
$593K
|
+$625K
|
+15,908
|
New
|
|
|
12
|
Clarius Group LLC
Seattle,
Washington
|
$498K
|
–
|
–
|
–
|
|
|
13
|
Gould Asset Management
Claremont,
California
|
$485K
|
–
|
–
|
–
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$465K
|
-$35.2K
|
-895
|
-7%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$398K
|
-$21.7K
|
-551
|
-5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$396K
|
+$6.17K
|
+157
|
+2%
|
|
|
17
|
|
$391K
|
+$30.4K
|
+774
|
+8%
|
|
|
18
|
Congress Wealth Management
Boston,
Massachusetts
|
$347K
|
+$2.16K
|
+55
|
+0.6%
|
|
|
19
|
Wade Financial Advisory
Campbell,
California
|
$322K
|
-$2.56K
|
-65
|
-0.7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$316K
|
+$708
|
+18
|
+0.2%
|
|
|
21
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$312K
|
+$14.2K
|
+360
|
+4%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$290K
|
+$102K
|
+2,591
|
+50%
|
|
|
23
|
Financial Insights
Tacoma,
Washington
|
$275K
|
+$290K
|
+7,373
|
New
|
|
|
24
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$274K
|
+$36.7K
|
+933
|
+15%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$265K
|
+$279K
|
+7,101
|
New
|
|
