|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$64.5M
|
-$2.71M
|
-26,357
|
-4%
|
|
|
2
|
Armbruster Capital Management
Pittsford,
New York
|
$40.9M
|
-$64.6K
|
-629
|
-0.1%
|
|
|
3
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$30.7M
|
+$678K
|
+6,598
|
+2%
|
|
|
4
|
Burrus Financial Services
Salt Lake City,
Utah
|
$29.6M
|
-$2.68M
|
-26,057
|
-8%
|
|
|
5
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$23.2M
|
-$487K
|
-4,741
|
-2%
|
|
|
6
|
Symmetry Partners
Glastonbury,
Connecticut
|
$23.1M
|
-$6.4M
|
-62,300
|
-21%
|
|
|
7
|
Smart Money Group
Eastland,
Texas
|
$15.3M
|
-$7.42M
|
-72,201
|
-31%
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$11.6M
|
-$1.4M
|
-13,605
|
-10%
|
|
|
9
|
Great Lakes Retirement
Sandusky,
Ohio
|
$9.94M
|
-$885K
|
-8,614
|
-8%
|
|
|
10
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$8.72M
|
+$27.7K
|
+270
|
+0.3%
|
|
|
11
|
Fortis Advisors
Wayne,
Pennsylvania
|
$7.1M
|
+$185K
|
+1,799
|
+2%
|
|
|
12
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$6.5M
|
+$836K
|
+8,141
|
+14%
|
|
|
13
|
Pacific Center for Financial Services
San Ramon,
California
|
$5.93M
|
+$6.29M
|
+61,187
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.6M
|
+$2.97M
|
+28,949
|
+100%
|
|
|
15
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$5.42M
|
+$43.7K
|
+425
|
+0.8%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.84M
|
-$1.02M
|
-9,898
|
-17%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.84M
|
+$4.24M
|
+41,295
|
+479%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.66M
|
-$275K
|
-2,681
|
-5%
|
|
|
19
|
Soundmark Wealth Management
Kirkland,
Washington
|
$3.47M
|
-$54.6K
|
-532
|
-1%
|
|
|
20
|
McIlrath & Eck
Arlington,
Washington
|
$2.61M
|
-$23.2K
|
-226
|
-0.8%
|
|
|
21
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.36M
|
+$2.5M
|
+24,356
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.33M
|
+$2.21M
|
+21,544
|
+854%
|
|
|
23
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$2.16M
|
+$2.5M
|
+24,301
|
+120%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.96M
|
+$499K
|
+4,860
|
+32%
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.74M
|
+$42.2K
|
+411
|
+2%
|
|
