|
1
|
Ritholtz Wealth Management
New York
|
$69.5M
|
+$1.83M
|
+11,880
|
+3%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$44.4M
|
-$708K
|
-4,598
|
-2%
|
|
|
3
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$22.1M
|
-$232K
|
-1,505
|
-1%
|
|
|
4
|
Davidson Investment Advisors
Great Falls,
Montana
|
$20.7M
|
-$12.1M
|
-78,685
|
-38%
|
|
|
5
|
Cabot Wealth Management
Salem,
Massachusetts
|
$18.3M
|
-$313K
|
-2,033
|
-2%
|
|
|
6
|
Schulz Wealth
Mansfield,
Texas
|
$13.6M
|
+$457K
|
+2,970
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
-$1.02M
|
-6,601
|
-7%
|
|
|
8
|
Systelligence LLC
Bloomington,
Minnesota
|
$12M
|
-$2.2M
|
-14,296
|
-16%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$10.2M
|
+$351K
|
+2,279
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.81M
|
-$634K
|
-4,118
|
-6%
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$8.92M
|
+$3.95M
|
+25,646
|
+86%
|
|
|
12
|
Armbruster Capital Management
Pittsford,
New York
|
$6.37M
|
+$404K
|
+2,625
|
+7%
|
|
|
13
|
Journey Advisory Group
Covington,
Kentucky
|
$5.15M
|
-$139K
|
-903
|
-3%
|
|
|
14
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$4.3M
|
-$749K
|
-4,864
|
-15%
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$4.22M
|
-$86.7K
|
-563
|
-2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.19M
|
-$14.5K
|
-94
|
-0.5%
|
|
|
17
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.91M
|
+$2M
|
+12,975
|
+253%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.79M
|
+$1.62M
|
+10,499
|
+153%
|
|
|
19
|
Caitlin John
Brighton,
Michigan
|
$2.54M
|
+$60.5K
|
+393
|
+3%
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.51M
|
+$745K
|
+4,838
|
+45%
|
|
|
21
|
Nova R Wealth
Overland Park,
Kansas
|
$2.1M
|
-$98.2K
|
-638
|
-5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.02M
|
+$890K
|
+5,783
|
+85%
|
|
|
23
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$2.02M
|
+$1.45M
|
+9,447
|
+307%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.01M
|
+$190K
|
+1,233
|
+11%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.95M
|
-$1.71M
|
-11,091
|
-48%
|
|
