|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$149M
|
+$4.35M
|
+44,996
|
+3%
|
|
|
2
|
Armbruster Capital Management
Pittsford,
New York
|
$37M
|
+$3.43M
|
+35,524
|
+9%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
$26.1M
|
–
|
–
|
–
|
|
|
4
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$26M
|
+$2.44M
|
+25,238
|
+9%
|
|
|
5
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$24.1M
|
-$718K
|
-7,432
|
-3%
|
|
|
6
|
Burrus Financial Services
Salt Lake City,
Utah
|
$15.4M
|
+$15.5K
|
+160
|
+0.1%
|
|
|
7
|
UMB Bank
Kansas City,
Missouri
|
$14.3M
|
+$522K
|
+5,402
|
+3%
|
|
|
8
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$7.61M
|
+$1.76M
|
+18,203
|
+26%
|
|
|
9
|
Fortis Advisors
Wayne,
Pennsylvania
|
$6.13M
|
+$272K
|
+2,812
|
+3%
|
|
|
10
|
Pacific Center for Financial Services
San Ramon,
California
|
$5.25M
|
+$61.5K
|
+636
|
+1%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.18M
|
+$366K
|
+3,788
|
+7%
|
|
|
12
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$4.92M
|
+$54.8K
|
+567
|
+1%
|
|
|
13
|
EP Wealth Advisors
Torrance,
California
|
$4.62M
|
-$208K
|
-2,148
|
-4%
|
|
|
14
|
Soundmark Wealth Management
Kirkland,
Washington
|
$3.52M
|
-$598K
|
-6,182
|
-13%
|
|
|
15
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$3.21M
|
+$1.4M
|
+14,491
|
+65%
|
|
|
16
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$3.2M
|
+$158K
|
+1,630
|
+5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.07M
|
+$29K
|
+300
|
+0.9%
|
|
|
18
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$2.86M
|
-$2.19M
|
-22,626
|
-41%
|
|
|
19
|
McIlrath & Eck
Arlington,
Washington
|
$2.29M
|
+$1.32M
|
+13,619
|
+106%
|
|
|
20
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.52M
|
+$47.3K
|
+489
|
+3%
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.49M
|
+$135K
|
+1,398
|
+9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.48M
|
-$3.53M
|
-36,475
|
-68%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.3M
|
+$477K
|
+4,934
|
+49%
|
|
|
24
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.18M
|
-$53.2K
|
-550
|
-4%
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$1.12M
|
-$55.4K
|
-573
|
-4%
|
|
