|
1
|
Armbruster Capital Management
Pittsford,
New York
|
$28.4M
|
+$684K
|
+4,397
|
+2%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$21.5M
|
+$2.23M
|
+14,329
|
+11%
|
|
|
3
|
Pure Financial Advisors
San Diego,
California
|
$20.4M
|
+$3.1M
|
+19,922
|
+17%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.2M
|
-$384K
|
-2,470
|
-3%
|
|
|
5
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$8.86M
|
+$368K
|
+2,369
|
+4%
|
|
|
6
|
Hobart Private Capital
Charlotte,
North Carolina
|
$7.08M
|
-$46.5K
|
-299
|
-0.6%
|
|
|
7
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$4.19M
|
+$1.41M
|
+9,052
|
+48%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.18M
|
-$1.75M
|
-11,265
|
-29%
|
|
|
9
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$4.15M
|
+$200K
|
+1,285
|
+5%
|
|
|
10
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$4.1M
|
+$204K
|
+1,311
|
+5%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$3.34M
|
+$2.1M
|
+13,522
|
+153%
|
|
|
12
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3.29M
|
-$274K
|
-1,763
|
-7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.91M
|
-$3.17M
|
-20,363
|
-51%
|
|
|
14
|
Royal Fund Management
Lady Lake,
Florida
|
$2.52M
|
+$225K
|
+1,450
|
+9%
|
|
|
15
|
Two Sigma Investments
New York
|
$2.28M
|
+$2.38M
|
+15,300
|
New
|
|
|
16
|
M Holdings Securities
Portland,
Oregon
|
$2.22M
|
-$368K
|
-2,365
|
-14%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.21M
|
+$103K
|
+662
|
+5%
|
|
|
18
|
Coastline Trust
Providence,
Rhode Island
|
$2.12M
|
-$24.9K
|
-160
|
-1%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$1.93M
|
+$115K
|
+738
|
+6%
|
|
|
20
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.88M
|
-$44.5K
|
-286
|
-2%
|
|
|
21
|
Root Financial Partners
Encinitas,
California
|
$1.8M
|
+$645K
|
+4,150
|
+52%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.35M
|
+$210K
|
+1,352
|
+18%
|
|
|
23
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.24M
|
+$94.8K
|
+610
|
+8%
|
|
|
24
|
Vise Technologies
New York
|
$849K
|
–
|
–
|
–
|
|
|
25
|
Caitlin John
Brighton,
Michigan
|
$796K
|
-$33.7K
|
-217
|
-4%
|
|
