|
1
|
Ritholtz Wealth Management
New York
|
$55.2M
|
+$1.79M
|
+15,228
|
+4%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$36.1M
|
+$649K
|
+5,506
|
+2%
|
|
|
3
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$17.8M
|
-$360K
|
-3,057
|
-2%
|
|
|
4
|
Cabot Wealth Management
Salem,
Massachusetts
|
$16.9M
|
-$63.1K
|
-535
|
-0.4%
|
|
|
5
|
Davidson Investment Advisors
Great Falls,
Montana
|
$15.2M
|
+$2.31M
|
+19,635
|
+20%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
-$1.16M
|
-9,808
|
-8%
|
|
|
7
|
Schulz Wealth
Mansfield,
Texas
|
$10.7M
|
+$9.6M
|
+81,411
|
New
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$9.02M
|
-$1.2M
|
-10,146
|
-13%
|
|
|
9
|
Symmetry Partners
Glastonbury,
Connecticut
|
$8.52M
|
-$292K
|
-2,478
|
-4%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$4.93M
|
+$144K
|
+1,225
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.86M
|
+$548K
|
+4,648
|
+14%
|
|
|
12
|
Journey Advisory Group
Covington,
Kentucky
|
$4.34M
|
+$317K
|
+2,692
|
+9%
|
|
|
13
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$4.32M
|
+$512K
|
+4,343
|
+15%
|
|
|
14
|
Frisch Financial Group
Melville,
New York
|
$3.6M
|
-$44.6K
|
-378
|
-1%
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$3.6M
|
-$3.3K
|
-28
|
-0.1%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.73M
|
-$933K
|
-7,918
|
-28%
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.49M
|
+$2.24M
|
+18,988
|
New
|
|
|
18
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.31M
|
+$470K
|
+3,991
|
+29%
|
|
|
19
|
Nova R Wealth
Overland Park,
Kansas
|
$1.81M
|
–
|
–
|
–
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.68M
|
-$157K
|
-1,330
|
-9%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.4M
|
+$210K
|
+1,778
|
+20%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
-$64.2K
|
-545
|
-5%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$1.26M
|
+$236
|
+2
|
+0%
|
|
|
24
|
Edge Capital Group
Atlanta,
Georgia
|
$1.09M
|
-$6.88M
|
-58,381
|
-88%
|
|
|
25
|
Aspect Partners
Fairfax,
Virginia
|
$1.04M
|
+$934K
|
+7,920
|
New
|
|
