|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$71.6M
|
-$101M
|
-1,024,324
|
-60%
|
|
|
2
|
Armbruster Capital Management
Pittsford,
New York
|
$41.7M
|
-$291K
|
-2,956
|
-0.7%
|
|
|
3
|
Burrus Financial Services
Salt Lake City,
Utah
|
$32.7M
|
+$15.2M
|
+154,287
|
+87%
|
|
|
4
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$31.8M
|
+$955K
|
+9,720
|
+3%
|
|
|
5
|
Symmetry Partners
Glastonbury,
Connecticut
|
$29.6M
|
–
|
–
|
–
|
|
|
6
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$24.1M
|
-$3.3M
|
-33,589
|
-12%
|
|
|
7
|
Smart Money Group
Eastland,
Texas
|
$22.7M
|
+$22.6M
|
+230,339
|
New
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$13.1M
|
-$3.17M
|
-32,241
|
-20%
|
|
|
9
|
Great Lakes Retirement
Sandusky,
Ohio
|
$11M
|
+$10.9M
|
+111,139
|
New
|
|
|
10
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$8.84M
|
+$195K
|
+1,989
|
+2%
|
|
|
11
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7.01M
|
+$462K
|
+4,696
|
+5%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.9M
|
+$19.2K
|
+195
|
+0.3%
|
|
|
13
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$5.81M
|
+$2.54M
|
+25,890
|
+79%
|
|
|
14
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$5.47M
|
-$115K
|
-1,165
|
-2%
|
|
|
15
|
|
$5.21M
|
+$4.26M
|
+43,379
|
+460%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.01M
|
+$1.51M
|
+15,388
|
+44%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$4.81M
|
-$438K
|
-4,456
|
-8%
|
|
|
18
|
Soundmark Wealth Management
Kirkland,
Washington
|
$3.58M
|
-$409K
|
-4,165
|
-10%
|
|
|
19
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$3.3M
|
-$330K
|
-3,356
|
-9%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3M
|
+$2.99M
|
+30,399
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.85M
|
+$1.16M
|
+11,788
|
+69%
|
|
|
22
|
McIlrath & Eck
Arlington,
Washington
|
$2.68M
|
+$72K
|
+733
|
+3%
|
|
|
23
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$2M
|
-$1.64M
|
-16,643
|
-45%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.97M
|
+$1.29M
|
+13,152
|
+194%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.95M
|
+$992K
|
+10,098
|
+104%
|
|
