|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$8.15M
|
+$781K
|
+19,610
|
+12%
|
|
|
2
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.73M
|
-$95.3K
|
-2,392
|
-2%
|
|
|
3
|
Bailard
Foster City,
California
|
$4.72M
|
+$257K
|
+6,453
|
+6%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.69M
|
+$288K
|
+7,239
|
+13%
|
|
|
5
|
Values Added Financial
Washington,
District of Columbia
|
$2.63M
|
+$870K
|
+21,828
|
+55%
|
|
|
6
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.98M
|
-$444K
|
-11,144
|
-19%
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.45M
|
+$1.16K
|
+29
|
+0.1%
|
|
|
8
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.4M
|
-$155K
|
-3,899
|
-11%
|
|
|
9
|
Lazard Asset Management
New York
|
$980K
|
–
|
–
|
–
|
|
|
10
|
SageView Advisory Group
Newport Beach,
California
|
$857K
|
+$107K
|
+2,674
|
+16%
|
|
|
11
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$722K
|
+$671K
|
+16,832
|
New
|
|
|
12
|
Plum Street Advisors
New Orleans,
Louisiana
|
$702K
|
-$1.2K
|
-30
|
-0.2%
|
|
|
13
|
Gould Asset Management
Claremont,
California
|
$558K
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$529K
|
+$83.1K
|
+2,085
|
+20%
|
|
|
15
|
Congress Wealth Management
Boston,
Massachusetts
|
$511K
|
+$53.5K
|
+1,343
|
+13%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$491K
|
+$12K
|
+302
|
+3%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$481K
|
+$447K
|
+11,230
|
New
|
|
|
18
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$479K
|
+$61.6K
|
+1,546
|
+16%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$477K
|
-$267K
|
-6,700
|
-38%
|
|
|
20
|
|
$465K
|
+$4.06K
|
+102
|
+0.9%
|
|
|
21
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$423K
|
+$119K
|
+2,980
|
+43%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$419K
|
-$46.6K
|
-1,170
|
-11%
|
|
|
23
|
Modern Wealth Management
Lenexa,
Kansas
|
$340K
|
-$10.2K
|
-256
|
-3%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$318K
|
-$8.72K
|
-219
|
-3%
|
|
|
25
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$306K
|
-$12.7K
|
-320
|
-4%
|
|
