|
1
|
Armbruster Capital Management
Pittsford,
New York
|
$41M
|
+$2.01M
|
+18,958
|
+5%
|
|
|
2
|
Symmetry Partners
Glastonbury,
Connecticut
|
$32M
|
–
|
–
|
–
|
|
|
3
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$31.8M
|
-$561K
|
-5,303
|
-2%
|
|
|
4
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$31.5M
|
+$14.2M
|
+134,315
|
+83%
|
|
|
5
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$29M
|
+$1.77M
|
+16,703
|
+7%
|
|
|
6
|
Frank Rimerman Advisors
Palo Alto,
California
|
$21.1M
|
+$5.04M
|
+47,600
|
+32%
|
|
|
7
|
Burrus Financial Services
Salt Lake City,
Utah
|
$19M
|
+$18.8M
|
+177,896
|
New
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$17M
|
+$479K
|
+4,529
|
+3%
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$7.89M
|
+$7.82M
|
+73,925
|
New
|
|
|
10
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$7.73M
|
-$105K
|
-997
|
-1%
|
|
|
11
|
WT Wealth Management
Scottsdale,
Arizona
|
$7.72M
|
-$570K
|
-5,387
|
-7%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$6.83M
|
+$6.77M
|
+64,030
|
New
|
|
|
13
|
Financial Sense Advisors
San Diego,
California
|
$6.47M
|
+$6.41M
|
+60,628
|
New
|
|
|
14
|
Pacific Center for Financial Services
San Ramon,
California
|
$6.47M
|
+$6.41M
|
+60,628
|
New
|
|
|
15
|
Fortis Advisors
Wayne,
Pennsylvania
|
$6.43M
|
+$400K
|
+3,784
|
+4%
|
|
|
16
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$6.28M
|
+$3.96M
|
+37,465
|
+175%
|
|
|
17
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$6.23M
|
+$838K
|
+7,919
|
+16%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.89M
|
-$2.65M
|
-25,021
|
-31%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$5.66M
|
-$143K
|
-1,348
|
-2%
|
|
|
20
|
Soundmark Wealth Management
Kirkland,
Washington
|
$4.71M
|
+$459K
|
+4,339
|
+11%
|
|
|
21
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$3.7M
|
+$3.66M
|
+34,630
|
New
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.58M
|
+$416K
|
+3,932
|
+13%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$2.45M
|
+$2.43M
|
+22,927
|
New
|
|
|
24
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$2.4M
|
+$118K
|
+1,114
|
+5%
|
|
|
25
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.73M
|
+$705K
|
+6,662
|
+70%
|
|
