|
1
|
Ritholtz Wealth Management
New York
|
$46M
|
+$2.71M
|
+22,699
|
+6%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$30.5M
|
+$690K
|
+5,777
|
+2%
|
|
|
3
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$15.9M
|
-$336K
|
-2,815
|
-2%
|
|
|
4
|
Cabot Wealth Management
Salem,
Massachusetts
|
$14.7M
|
+$10.3K
|
+86
|
+0.1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
+$277K
|
+2,321
|
+2%
|
|
|
6
|
Davidson Investment Advisors
Great Falls,
Montana
|
$10.9M
|
+$1.79M
|
+14,997
|
+19%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$8.94M
|
-$515K
|
-4,313
|
-5%
|
|
|
8
|
Edge Capital Group
Atlanta,
Georgia
|
$7.56M
|
+$60.3K
|
+505
|
+0.8%
|
|
|
9
|
Symmetry Partners
Glastonbury,
Connecticut
|
$7.56M
|
+$7.96M
|
+66,656
|
New
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$4.11M
|
-$26.9K
|
-225
|
-0.6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.67M
|
+$197K
|
+1,646
|
+5%
|
|
|
12
|
Journey Advisory Group
Covington,
Kentucky
|
$3.44M
|
+$482K
|
+4,033
|
+15%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.26M
|
-$315K
|
-2,640
|
-8%
|
|
|
14
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$3.24M
|
+$395K
|
+3,304
|
+13%
|
|
|
15
|
Frisch Financial Group
Melville,
New York
|
$3.15M
|
-$1.35M
|
-11,286
|
-29%
|
|
|
16
|
UMB Bank
Kansas City,
Missouri
|
$3.11M
|
-$2.81M
|
-23,498
|
-46%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.94M
|
–
|
–
|
–
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$2.26M
|
+$877K
|
+7,337
|
+58%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.61M
|
-$79.7K
|
-667
|
-4%
|
|
|
20
|
Nova R Wealth
Overland Park,
Kansas
|
$1.56M
|
-$4.78K
|
-40
|
-0.3%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.54M
|
+$1.2M
|
+10,067
|
+286%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$1.35M
|
-$3.28M
|
-27,492
|
-70%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
-$330K
|
-2,762
|
-20%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$1.09M
|
+$43.6K
|
+365
|
+4%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1M
|
-$63.3K
|
-530
|
-6%
|
|
