|
1
|
Armbruster Capital Management
Pittsford,
New York
|
$23.2M
|
+$208K
|
+1,794
|
+1%
|
|
|
2
|
Systelligence LLC
Bloomington,
Minnesota
|
$16.4M
|
+$15M
|
+129,328
|
New
|
|
|
3
|
Hobart Private Capital
Charlotte,
North Carolina
|
$13.2M
|
-$1.34M
|
-11,544
|
-10%
|
|
|
4
|
Symmetry Partners
Glastonbury,
Connecticut
|
$10.8M
|
-$2.12M
|
-18,232
|
-18%
|
|
|
5
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$8.9M
|
+$8.17M
|
+70,352
|
New
|
|
|
6
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$8.81M
|
+$212K
|
+1,825
|
+3%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$7.42M
|
-$1.06M
|
-9,131
|
-14%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$5.92M
|
+$595K
|
+5,121
|
+12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.65M
|
+$178K
|
+1,535
|
+6%
|
|
|
10
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.03M
|
+$102K
|
+880
|
+4%
|
|
|
11
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.35M
|
+$70.5K
|
+607
|
+3%
|
|
|
12
|
Coastline Trust
Providence,
Rhode Island
|
$2.05M
|
-$17.4K
|
-150
|
-0.9%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.7M
|
-$65.8K
|
-566
|
-4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.57M
|
+$1.45M
|
+12,454
|
New
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$1.5M
|
+$5.46K
|
+47
|
+0.4%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.39M
|
-$124K
|
-1,066
|
-9%
|
|
|
17
|
Royal Fund Management
Lady Lake,
Florida
|
$1.22M
|
+$138K
|
+1,184
|
+14%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1M
|
+$54.3K
|
+467
|
+6%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$936K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$723K
|
+$664K
|
+5,715
|
New
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$708K
|
–
|
–
|
–
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$658K
|
–
|
–
|
–
|
|
|
23
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$587K
|
+$153K
|
+1,316
|
+40%
|
|
|
24
|
|
$583K
|
–
|
–
|
–
|
|
|
25
|
Arrowroot Family Office
Marina Del Rey,
California
|
$517K
|
+$581
|
+5
|
+0.1%
|
|
