|
1
|
Ritholtz Wealth Management
New York
|
$35.7M
|
-$51.3K
|
-381
|
-0.1%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$26.9M
|
+$653K
|
+4,853
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
-$311K
|
-2,312
|
-2%
|
|
|
4
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$9.62M
|
+$983K
|
+7,308
|
+10%
|
|
|
5
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$6.91M
|
+$1.62M
|
+12,042
|
+30%
|
|
|
6
|
UMB Bank
Kansas City,
Missouri
|
$6.17M
|
+$6.23M
|
+46,306
|
New
|
|
|
7
|
Edge Capital Group
Atlanta,
Georgia
|
$4.68M
|
+$170K
|
+1,261
|
+4%
|
|
|
8
|
Richard P. Slaughter Associates
Austin,
Texas
|
$3.8M
|
+$1.27M
|
+9,454
|
+50%
|
|
|
9
|
Davidson Investment Advisors
Great Falls,
Montana
|
$3.64M
|
+$3.68M
|
+27,346
|
New
|
|
|
10
|
|
$3.5M
|
+$2.88M
|
+21,417
|
+438%
|
|
|
11
|
Graypoint LLC
Albany,
New York
|
$2.61M
|
+$1.98M
|
+14,710
|
+302%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.14M
|
+$42.1K
|
+313
|
+2%
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.92M
|
+$42.7K
|
+317
|
+2%
|
|
|
14
|
Armbruster Capital Management
Pittsford,
New York
|
$1.89M
|
+$303K
|
+2,250
|
+19%
|
|
|
15
|
Fortis Advisors
Wayne,
Pennsylvania
|
$1M
|
+$3.77K
|
+28
|
+0.4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$990K
|
-$41.6K
|
-309
|
-4%
|
|
|
17
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$908K
|
+$80.2K
|
+596
|
+10%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$848K
|
+$754K
|
+5,600
|
+727%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$792K
|
+$739K
|
+5,490
|
+1,201%
|
|
|
20
|
|
$769K
|
+$777K
|
+5,772
|
New
|
|
|
21
|
Barclays
London,
United Kingdom
|
$765K
|
+$773K
|
+5,745
|
New
|
|
|
22
|
|
$757K
|
+$766K
|
+5,689
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$708K
|
-$112K
|
-834
|
-14%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$653K
|
-$28.5K
|
-212
|
-4%
|
|
|
25
|
Norwood Financial
Honesdale,
Pennsylvania
|
$564K
|
+$570K
|
+4,239
|
New
|
|
