|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$63.4M
|
-$2.82M
|
-29,373
|
-4%
|
|
|
2
|
Armbruster Capital Management
Pittsford,
New York
|
$41.7M
|
-$333K
|
-3,473
|
-0.8%
|
|
|
3
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$31.3M
|
-$163K
|
-1,703
|
-0.5%
|
|
|
4
|
Burrus Financial Services
Salt Lake City,
Utah
|
$31.1M
|
+$652K
|
+6,797
|
+2%
|
|
|
5
|
Symmetry Partners
Glastonbury,
Connecticut
|
$22.2M
|
-$1.44M
|
-15,000
|
-6%
|
|
|
6
|
UMB Bank
Kansas City,
Missouri
|
$10.3M
|
-$1.52M
|
-15,826
|
-13%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.05M
|
+$3.92M
|
+40,849
|
+82%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.05M
|
+$3.92M
|
+40,849
|
+82%
|
|
|
9
|
Fortis Advisors
Wayne,
Pennsylvania
|
$6.98M
|
-$186K
|
-1,937
|
-2%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$6.15M
|
+$5.92M
|
+61,686
|
New
|
|
|
11
|
Pacific Center for Financial Services
San Ramon,
California
|
$6M
|
-$93K
|
-969
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.78M
|
+$15.7K
|
+164
|
+0.3%
|
|
|
13
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$5.69M
|
-$954K
|
-9,945
|
-15%
|
|
|
14
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$5.66M
|
+$87.7K
|
+914
|
+2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.73M
|
-$60.8K
|
-634
|
-1%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$4.67M
|
+$41.5M
|
+432,168
|
+8,763%
|
|
|
17
|
Smart Money Group
Eastland,
Texas
|
$3.77M
|
-$11.5M
|
-120,299
|
-76%
|
|
|
18
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.36M
|
+$895K
|
+9,330
|
+38%
|
|
|
19
|
Soundmark Wealth Management
Kirkland,
Washington
|
$3.27M
|
-$288K
|
-2,999
|
-8%
|
|
|
20
|
|
$3.21M
|
+$2.27M
|
+23,674
|
+277%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.66M
|
+$251K
|
+2,616
|
+11%
|
|
|
22
|
McIlrath & Eck
Arlington,
Washington
|
$2.58M
|
-$94.7K
|
-987
|
-4%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.04M
|
+$8.83K
|
+92
|
+0.5%
|
|
|
24
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.81M
|
+$44.5K
|
+464
|
+3%
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.81M
|
+$21K
|
+219
|
+1%
|
|
