|
1
|
Armbruster Capital Management
Pittsford,
New York
|
$35.3M
|
+$889K
|
+10,097
|
+3%
|
|
|
2
|
Symmetry Partners
Glastonbury,
Connecticut
|
$28.4M
|
–
|
–
|
–
|
|
|
3
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$22.7M
|
+$1.26M
|
+14,309
|
+6%
|
|
|
4
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$16.4M
|
+$15.3M
|
+173,480
|
New
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15.6M
|
+$613K
|
+6,959
|
+4%
|
|
|
6
|
Soundmark Wealth Management
Kirkland,
Washington
|
$8.7M
|
+$1.08M
|
+12,255
|
+15%
|
|
|
7
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$6.22M
|
+$5.79M
|
+65,775
|
New
|
|
|
8
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$6M
|
+$4.34M
|
+49,257
|
+347%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$5.31M
|
+$4.95M
|
+56,188
|
New
|
|
|
10
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5.28M
|
+$4.92M
|
+55,825
|
New
|
|
|
11
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$3.26M
|
+$1.69M
|
+19,239
|
+126%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.36M
|
+$2.2M
|
+24,968
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.43M
|
+$1.33M
|
+15,145
|
New
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$1.3M
|
+$1.21M
|
+13,739
|
New
|
|
|
15
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.19M
|
-$456K
|
-5,183
|
-29%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.17M
|
+$284K
|
+3,227
|
+35%
|
|
|
17
|
|
$831K
|
-$2.64K
|
-30
|
-0.3%
|
|
|
18
|
Peak Financial Advisors
Denver,
Colorado
|
$779K
|
-$143K
|
-1,620
|
-16%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$614K
|
–
|
–
|
–
|
|
|
20
|
Graypoint LLC
Albany,
New York
|
$536K
|
–
|
–
|
–
|
|
|
21
|
Sovereign Financial Group
Stamford,
Connecticut
|
$530K
|
+$494K
|
+5,607
|
New
|
|
|
22
|
QCI Asset Management
Pittsford,
New York
|
$501K
|
–
|
–
|
–
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$378K
|
-$66.8K
|
-758
|
-16%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$354K
|
+$330K
|
+3,747
|
New
|
|
|
25
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$297K
|
+$266K
|
+3,020
|
New
|
|
