|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$11M
|
+$273K
|
+5,522
|
+2%
|
|
|
2
|
Bailard
Foster City,
California
|
$6.05M
|
+$698K
|
+14,124
|
+13%
|
|
|
3
|
Invera Wealth Advisors
Bend,
Oregon
|
$5.11M
|
+$37.7K
|
+763
|
+0.7%
|
|
|
4
|
Values Added Financial
Washington,
District of Columbia
|
$4.18M
|
+$355K
|
+7,196
|
+9%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.83M
|
-$33.2K
|
-673
|
-1%
|
|
|
6
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.09M
|
-$56.3K
|
-1,139
|
-3%
|
|
|
7
|
Strategic Financial Planning
Plano,
Texas
|
$1.85M
|
+$1.31M
|
+26,493
|
New
|
|
|
8
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.62M
|
-$5.63K
|
-114
|
-0.3%
|
|
|
9
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.47M
|
+$689K
|
+13,941
|
+83%
|
|
|
10
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.2M
|
-$18.2K
|
-368
|
-1%
|
|
|
11
|
Plum Street Advisors
New Orleans,
Louisiana
|
$1.12M
|
-$32.5K
|
-657
|
-3%
|
|
|
12
|
Lazard Asset Management
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$1.02M
|
+$1.05M
|
+21,327
|
New
|
|
|
14
|
SageView Advisory Group
Newport Beach,
California
|
$950K
|
-$9.83K
|
-199
|
-1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$737K
|
-$61.7K
|
-1,249
|
-7%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$734K
|
+$24.5K
|
+495
|
+3%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$612K
|
+$195K
|
+3,950
|
+45%
|
|
|
18
|
Gould Asset Management
Claremont,
California
|
$600K
|
-$23.5K
|
-475
|
-4%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$512K
|
+$69.3K
|
+1,402
|
+15%
|
|
|
20
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$493K
|
-$16.3K
|
-330
|
-3%
|
|
|
21
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$472K
|
–
|
–
|
–
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$459K
|
+$62.2K
|
+1,260
|
+15%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$443K
|
-$13.7K
|
-278
|
-3%
|
|
|
24
|
|
$425K
|
+$179K
|
+3,615
|
+69%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$420K
|
-$200K
|
-4,046
|
-32%
|
|
