|
1
|
|
$30.6M
|
-$11.2M
|
-289,443
|
-26%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$21.3M
|
-$764K
|
-19,713
|
-3%
|
|
|
3
|
Lake Point Wealth Management
Rockwall,
Texas
|
$12.2M
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
-$973K
|
-25,091
|
-8%
|
|
|
5
|
Grimes & Company
Westborough,
Massachusetts
|
$5.97M
|
-$385K
|
-9,927
|
-6%
|
|
|
6
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.77M
|
-$76.8K
|
-1,980
|
-1%
|
|
|
7
|
O'Dell Group
Cincinnati,
Ohio
|
$5.13M
|
+$147K
|
+3,780
|
+3%
|
|
|
8
|
|
$5.05M
|
-$398K
|
-10,253
|
-7%
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3M
|
+$2.46M
|
+63,438
|
+400%
|
|
|
10
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.75M
|
-$238K
|
-6,131
|
-8%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.36M
|
+$1.9M
|
+48,963
|
+361%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.14M
|
-$198K
|
-5,094
|
-8%
|
|
|
13
|
|
$2.13M
|
+$60.1K
|
+1,550
|
+3%
|
|
|
14
|
Bruderman Asset Management
Locust Valley,
New York
|
$2.05M
|
-$246K
|
-6,336
|
-10%
|
|
|
15
|
Q3 Asset Management
Birmingham,
Michigan
|
$1.61M
|
+$2.07M
|
+53,415
|
New
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$1.51M
|
+$45.8K
|
+1,182
|
+3%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.06M
|
+$205K
|
+5,277
|
+23%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$888K
|
-$6.63M
|
-170,884
|
-88%
|
|
|
19
|
|
$727K
|
-$426K
|
-10,983
|
-36%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$581K
|
+$301K
|
+7,758
|
+102%
|
|
|
21
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$541K
|
+$54.5K
|
+1,405
|
+11%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$493K
|
-$475K
|
-12,254
|
-48%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$458K
|
-$712K
|
-18,350
|
-60%
|
|
|
24
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$426K
|
-$56.4K
|
-1,454
|
-11%
|
|
|
25
|
Rockland Trust
Hanover,
Massachusetts
|
$410K
|
-$879K
|
-22,677
|
-68%
|
|
