|
1
|
Ritholtz Wealth Management
New York
|
$46.4M
|
+$2.95M
|
+25,872
|
+7%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$31.6M
|
+$506K
|
+4,445
|
+2%
|
|
|
3
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$17.3M
|
+$235K
|
+2,060
|
+1%
|
|
|
4
|
Cabot Wealth Management
Salem,
Massachusetts
|
$15.7M
|
+$343K
|
+3,010
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
-$64K
|
-562
|
-0.5%
|
|
|
6
|
Systelligence LLC
Bloomington,
Minnesota
|
$13.4M
|
+$8M
|
+70,216
|
+175%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$10.1M
|
+$614K
|
+5,393
|
+7%
|
|
|
8
|
Davidson Investment Advisors
Great Falls,
Montana
|
$9.81M
|
+$945K
|
+8,296
|
+11%
|
|
|
9
|
Edge Capital Group
Atlanta,
Georgia
|
$8.02M
|
+$317K
|
+2,782
|
+4%
|
|
|
10
|
UMB Bank
Kansas City,
Missouri
|
$6.18M
|
-$903K
|
-7,928
|
-13%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$4.78M
|
+$4.49M
|
+39,408
|
New
|
|
|
12
|
Frisch Financial Group
Melville,
New York
|
$4.74M
|
+$125K
|
+1,101
|
+3%
|
|
|
13
|
Armbruster Capital Management
Pittsford,
New York
|
$4.43M
|
+$171K
|
+1,500
|
+4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.8M
|
-$299K
|
-2,625
|
-8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.73M
|
+$94K
|
+825
|
+3%
|
|
|
16
|
Journey Advisory Group
Covington,
Kentucky
|
$3.19M
|
+$77.4K
|
+679
|
+3%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.14M
|
–
|
–
|
–
|
|
|
18
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$3.06M
|
+$2.88M
|
+25,266
|
New
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.8M
|
+$27.1K
|
+238
|
+2%
|
|
|
20
|
Nova R Wealth
Overland Park,
Kansas
|
$1.67M
|
+$193K
|
+1,691
|
+14%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.65M
|
-$343K
|
-3,007
|
-18%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.53M
|
+$1.03M
|
+9,070
|
+256%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
+$241K
|
+2,118
|
+29%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$1.12M
|
+$19.1K
|
+168
|
+2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$840K
|
-$338K
|
-2,964
|
-30%
|
|
