|
1
|
Ritholtz Wealth Management
New York
|
$39.4M
|
-$936K
|
-8,074
|
-2%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$28.8M
|
+$1.85M
|
+15,972
|
+7%
|
|
|
3
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$15.9M
|
+$4.88M
|
+42,109
|
+44%
|
|
|
4
|
Cabot Wealth Management
Salem,
Massachusetts
|
$14.2M
|
+$606K
|
+5,228
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$49.5K
|
+427
|
+0.4%
|
|
|
6
|
UMB Bank
Kansas City,
Missouri
|
$8.02M
|
+$1.09M
|
+9,382
|
+15%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$7.94M
|
-$226K
|
-1,949
|
-3%
|
|
|
8
|
Davidson Investment Advisors
Great Falls,
Montana
|
$6.8M
|
+$1.14M
|
+9,831
|
+20%
|
|
|
9
|
Edge Capital Group
Atlanta,
Georgia
|
$6.55M
|
-$117K
|
-1,005
|
-2%
|
|
|
10
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.39M
|
+$4.46M
|
+38,481
|
New
|
|
|
11
|
Frisch Financial Group
Melville,
New York
|
$4.02M
|
+$298K
|
+2,567
|
+8%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.85M
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.53M
|
+$1.71M
|
+14,778
|
+91%
|
|
|
14
|
Armbruster Capital Management
Pittsford,
New York
|
$3.01M
|
-$130K
|
-1,125
|
-4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.76M
|
+$518K
|
+4,470
|
+23%
|
|
|
16
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.42M
|
+$2.46M
|
+21,222
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.28M
|
+$2.11M
|
+18,199
|
+998%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2M
|
-$20.9K
|
-180
|
-1%
|
|
|
19
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$1.52M
|
+$1.14M
|
+9,816
|
+282%
|
|
|
20
|
Nova R Wealth
Overland Park,
Kansas
|
$1.27M
|
+$138K
|
+1,190
|
+12%
|
|
|
21
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$1.2M
|
+$27.5K
|
+237
|
+2%
|
|
|
22
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.09M
|
+$504K
|
+4,346
|
+83%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$778K
|
+$120K
|
+1,031
|
+18%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$601K
|
-$47.9K
|
-413
|
-7%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$590K
|
+$599K
|
+5,170
|
New
|
|
