|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$153M
|
+$169M
|
+1,671,064
|
New
|
|
|
2
|
Armbruster Capital Management
Pittsford,
New York
|
$35.6M
|
+$569K
|
+5,635
|
+1%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
$27.4M
|
–
|
–
|
–
|
|
|
4
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$26M
|
-$1.04M
|
-10,257
|
-3%
|
|
|
5
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$25.6M
|
+$313K
|
+3,096
|
+1%
|
|
|
6
|
Frank Rimerman Advisors
Palo Alto,
California
|
$18M
|
–
|
–
|
–
|
|
|
7
|
Burrus Financial Services
Salt Lake City,
Utah
|
$16.2M
|
-$78.2K
|
-774
|
-0.4%
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$14.6M
|
+$20.6K
|
+204
|
+0.1%
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$7.41M
|
+$725K
|
+7,176
|
+10%
|
|
|
10
|
WT Wealth Management
Scottsdale,
Arizona
|
$7.06M
|
+$483K
|
+4,780
|
+7%
|
|
|
11
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$6.34M
|
-$300K
|
-2,971
|
-4%
|
|
|
12
|
Fortis Advisors
Wayne,
Pennsylvania
|
$6.09M
|
+$125K
|
+1,238
|
+1%
|
|
|
13
|
Pacific Center for Financial Services
San Ramon,
California
|
$5.47M
|
-$77.7K
|
-769
|
-1%
|
|
|
14
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$5.18M
|
-$282K
|
-2,791
|
-5%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.1M
|
+$69.4K
|
+687
|
+1%
|
|
|
16
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$5.08M
|
-$282K
|
-2,787
|
-5%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$5.05M
|
-$878K
|
-8,697
|
-14%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.89M
|
+$54.2K
|
+537
|
+1%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$4.47M
|
+$4.95M
|
+48,970
|
New
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$4.41M
|
+$2.56M
|
+25,295
|
+110%
|
|
|
21
|
Soundmark Wealth Management
Kirkland,
Washington
|
$4.26M
|
+$253K
|
+2,509
|
+6%
|
|
|
22
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$3.22M
|
+$58.5K
|
+579
|
+2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.2M
|
+$153K
|
+1,512
|
+5%
|
|
|
24
|
|
$2.63M
|
+$2.42M
|
+23,935
|
+498%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.26M
|
+$1.3M
|
+12,832
|
+107%
|
|
