|
1
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$112M
|
+$2.56M
|
+50,967
|
+2%
|
|
|
2
|
Carrera Capital Advisors
Troy,
Michigan
|
$97.5M
|
-$15.5M
|
-307,715
|
-14%
|
|
|
3
|
Pineridge Advisors
St. Charles,
Missouri
|
$93.3M
|
+$78M
|
+1,551,357
|
+514%
|
|
|
4
|
a16z Perennial Management
Menlo Park,
California
|
$70.1M
|
+$70M
|
+1,392,000
|
New
|
|
|
5
|
3EDGE Asset Management
Naples,
Florida
|
$48.7M
|
-$2.09M
|
-41,517
|
-4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$36.1M
|
+$14.8M
|
+293,487
|
+69%
|
|
|
7
|
SoundView Advisors
Olympia,
Washington
|
$24.8M
|
+$1.75M
|
+34,799
|
+8%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.5M
|
+$9.22M
|
+183,341
|
+65%
|
|
|
9
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$22.6M
|
–
|
–
|
–
|
|
|
10
|
JDM Financial Group
Austin,
Texas
|
$17.7M
|
-$778K
|
-15,474
|
-4%
|
|
|
11
|
TownSquare Capital
Provo,
Utah
|
$13.8M
|
-$23.7K
|
-472
|
-0.2%
|
|
|
12
|
Advisors Preferred
Rockville,
Maryland
|
$12M
|
–
|
–
|
–
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$11.6M
|
+$963K
|
+19,165
|
+9%
|
|
|
14
|
Blume Capital Management
Berkeley,
California
|
$10.8M
|
-$2.23M
|
-44,410
|
-17%
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$10.4M
|
-$873K
|
-17,370
|
-8%
|
|
|
16
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$9.83M
|
-$873K
|
-17,370
|
-8%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.19M
|
-$523K
|
-10,402
|
-5%
|
|
|
18
|
Strait & Sound Wealth Management
San Francisco,
California
|
$7.91M
|
-$4.12M
|
-81,876
|
-34%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.73M
|
+$570K
|
+11,346
|
+8%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.62M
|
-$719K
|
-14,302
|
-9%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$7.04M
|
+$7.02M
|
+139,735
|
New
|
|
|
22
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.93M
|
+$4.59M
|
+91,254
|
+196%
|
|
|
23
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$6.03M
|
+$305K
|
+6,070
|
+5%
|
|
|
24
|
Diversify Wealth Management
Sandy,
Utah
|
$5.86M
|
-$86.8K
|
-1,726
|
-1%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.46M
|
–
|
–
|
–
|
|
