|
1
|
Ritholtz Wealth Management
New York
|
$120M
|
+$5.5M
|
+30,641
|
+5%
|
|
|
2
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$65.8M
|
-$925K
|
-5,153
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$57.6M
|
+$53.8M
|
+299,902
|
+39,881%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$53.7M
|
+$140K
|
+782
|
+0.3%
|
|
|
5
|
Davidson Investment Advisors
Great Falls,
Montana
|
$26.8M
|
+$1.34M
|
+7,479
|
+6%
|
|
|
6
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$22.8M
|
+$117K
|
+650
|
+0.5%
|
|
|
7
|
Systelligence LLC
Bloomington,
Minnesota
|
$22.7M
|
-$10.8M
|
-59,918
|
-34%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$20.7M
|
+$48.1K
|
+268
|
+0.2%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$19.9M
|
-$646K
|
-3,601
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$19.9M
|
+$720K
|
+4,012
|
+4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
-$584K
|
-3,255
|
-4%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.9M
|
-$40.9M
|
-227,879
|
-73%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$13.3M
|
-$1.71M
|
-9,513
|
-12%
|
|
|
14
|
Armbruster Capital Management
Pittsford,
New York
|
$9.15M
|
-$125K
|
-698
|
-1%
|
|
|
15
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$7.73M
|
-$1.58M
|
-8,810
|
-18%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.19M
|
+$567K
|
+3,156
|
+11%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$5.82M
|
+$728K
|
+4,058
|
+15%
|
|
|
18
|
Tidal Investments
Milwaukee,
Wisconsin
|
$5.6M
|
+$4.44M
|
+24,745
|
+549%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$5.22M
|
-$3.78M
|
-21,079
|
-44%
|
|
|
20
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$5.03M
|
-$9.34K
|
-52
|
-0.2%
|
|
|
21
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.74M
|
+$148K
|
+826
|
+3%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.18M
|
+$87.8K
|
+489
|
+2%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$4.14M
|
+$5.75K
|
+32
|
+0.1%
|
|
|
24
|
Hobart Private Capital
Charlotte,
North Carolina
|
$4.04M
|
-$44.9K
|
-250
|
-1%
|
|
|
25
|
|
$3.96M
|
+$58.2K
|
+324
|
+2%
|
|
