|
1
|
|
$29.5M
|
-$1.34M
|
-35,013
|
-4%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$24.2M
|
+$24.4M
|
+635,665
|
New
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$15.7M
|
-$5.85M
|
-152,477
|
-27%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
-$513K
|
-13,388
|
-5%
|
|
|
5
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.93M
|
+$123K
|
+3,209
|
+2%
|
|
|
6
|
Grimes & Company
Westborough,
Massachusetts
|
$5.58M
|
-$430K
|
-11,203
|
-7%
|
|
|
7
|
O'Dell Group
Cincinnati,
Ohio
|
$5.25M
|
+$89.2K
|
+2,326
|
+2%
|
|
|
8
|
|
$5.05M
|
–
|
–
|
–
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.06M
|
+$46K
|
+1,199
|
+2%
|
|
|
10
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.8M
|
+$28.4K
|
+740
|
+1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
+$23K
|
+600
|
+1%
|
|
|
12
|
|
$2.16M
|
+$13.4K
|
+350
|
+0.6%
|
|
|
13
|
Bruderman Asset Management
Locust Valley,
New York
|
$1.55M
|
-$485K
|
-12,643
|
-23%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$1.46M
|
-$54.6K
|
-1,425
|
-4%
|
|
|
15
|
|
$1.27M
|
+$542K
|
+14,126
|
+73%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.1M
|
-$1.29M
|
-33,698
|
-54%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.08M
|
+$14K
|
+366
|
+1%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$805K
|
+$811K
|
+21,158
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$702K
|
-$194K
|
-5,061
|
-22%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$609K
|
+$23.8K
|
+621
|
+4%
|
|
|
21
|
Paulson Wealth Management
Wheaton,
Illinois
|
$586K
|
+$223K
|
+5,811
|
+61%
|
|
|
22
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$575K
|
+$30.5K
|
+795
|
+6%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$463K
|
+$2.26K
|
+59
|
+0.5%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$452K
|
-$44.4K
|
-1,158
|
-9%
|
|
|
25
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$427K
|
-$4.45K
|
-116
|
-1%
|
|
