|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$10.4M
|
+$493K
|
+10,623
|
+5%
|
|
|
2
|
Bailard
Foster City,
California
|
$5.23M
|
-$21.7K
|
-467
|
-0.4%
|
|
|
3
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.93M
|
-$110K
|
-2,379
|
-2%
|
|
|
4
|
Values Added Financial
Washington,
District of Columbia
|
$3.73M
|
+$167K
|
+3,588
|
+5%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.79M
|
-$135K
|
-2,910
|
-5%
|
|
|
6
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$2.11M
|
-$1.82M
|
-39,280
|
-46%
|
|
|
7
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.09M
|
+$12.7K
|
+273
|
+0.6%
|
|
|
8
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.58M
|
+$139
|
+3
|
+0%
|
|
|
9
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.19M
|
+$64.8K
|
+1,395
|
+6%
|
|
|
10
|
Plum Street Advisors
New Orleans,
Louisiana
|
$1.12M
|
+$350K
|
+7,549
|
+46%
|
|
|
11
|
Lazard Asset Management
New York
|
$1.01M
|
-$54.3K
|
-1,170
|
-5%
|
|
|
12
|
SageView Advisory Group
Newport Beach,
California
|
$933K
|
-$17.7K
|
-382
|
-2%
|
|
|
13
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$783K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$777K
|
+$312K
|
+6,713
|
+67%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$691K
|
+$16.2K
|
+350
|
+2%
|
|
|
16
|
Gould Asset Management
Claremont,
California
|
$606K
|
–
|
–
|
–
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$597K
|
+$24.1K
|
+519
|
+4%
|
|
|
18
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$495K
|
-$57.6K
|
-1,241
|
-10%
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$459K
|
–
|
–
|
–
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$444K
|
+$154K
|
+3,319
|
+53%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$432K
|
+$26.7K
|
+576
|
+7%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$411K
|
-$138K
|
-2,980
|
-25%
|
|
|
23
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$389K
|
+$388K
|
+8,359
|
New
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$388K
|
+$22.1K
|
+476
|
+6%
|
|
|
25
|
Modern Wealth Management
Lenexa,
Kansas
|
$368K
|
+$696
|
+15
|
+0.2%
|
|
