|
1
|
Ritholtz Wealth Management
New York
|
$63.1M
|
-$191K
|
-1,290
|
-0.3%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$42.1M
|
+$554K
|
+3,743
|
+1%
|
|
|
3
|
Davidson Investment Advisors
Great Falls,
Montana
|
$31.2M
|
+$630K
|
+4,256
|
+2%
|
|
|
4
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$20.9M
|
+$43.6K
|
+295
|
+0.2%
|
|
|
5
|
Cabot Wealth Management
Salem,
Massachusetts
|
$17.4M
|
-$1.7M
|
-11,509
|
-9%
|
|
|
6
|
Systelligence LLC
Bloomington,
Minnesota
|
$13.3M
|
+$13.1M
|
+88,824
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
-$2.97M
|
-20,082
|
-18%
|
|
|
8
|
Schulz Wealth
Mansfield,
Texas
|
$12.2M
|
-$285K
|
-1,930
|
-2%
|
|
|
9
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.5M
|
+$473K
|
+3,198
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.78M
|
+$3.9M
|
+26,392
|
+68%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$9.16M
|
-$594K
|
-4,019
|
-6%
|
|
|
12
|
Armbruster Capital Management
Pittsford,
New York
|
$5.55M
|
-$44.4K
|
-300
|
-0.8%
|
|
|
13
|
Journey Advisory Group
Covington,
Kentucky
|
$5.28M
|
+$239K
|
+1,614
|
+5%
|
|
|
14
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$4.74M
|
-$312K
|
-2,109
|
-6%
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.47M
|
+$689K
|
+4,655
|
+19%
|
|
|
16
|
UMB Bank
Kansas City,
Missouri
|
$4.02M
|
+$13.5K
|
+91
|
+0.3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.49M
|
+$1.82M
|
+12,337
|
+113%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.99M
|
-$39.3K
|
-266
|
-1%
|
|
|
19
|
Caitlin John
Brighton,
Michigan
|
$2.14M
|
+$317K
|
+2,145
|
+18%
|
|
|
20
|
Nova R Wealth
Overland Park,
Kansas
|
$2.05M
|
+$80.2K
|
+542
|
+4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.69M
|
+$290K
|
+1,959
|
+21%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.68M
|
+$166K
|
+1,121
|
+11%
|
|
|
23
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.62M
|
+$1.59M
|
+10,766
|
New
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$1.5M
|
+$293K
|
+1,980
|
+25%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.38M
|
+$270K
|
+1,827
|
+25%
|
|
