|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$62.7M
|
-$974K
|
-9,456
|
-1%
|
|
|
2
|
Armbruster Capital Management
Pittsford,
New York
|
$42.3M
|
+$419K
|
+4,067
|
+1%
|
|
|
3
|
Burrus Financial Services
Salt Lake City,
Utah
|
$32M
|
+$777K
|
+7,542
|
+2%
|
|
|
4
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$24.8M
|
-$6.91M
|
-67,063
|
-21%
|
|
|
5
|
Symmetry Partners
Glastonbury,
Connecticut
|
$20.7M
|
-$1.69M
|
-16,445
|
-7%
|
|
|
6
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$7.13M
|
+$1.49M
|
+14,452
|
+25%
|
|
|
7
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$6.01M
|
+$313K
|
+3,037
|
+5%
|
|
|
8
|
Pacific Center for Financial Services
San Ramon,
California
|
$5.76M
|
-$280K
|
-2,713
|
-5%
|
|
|
9
|
UMB Bank
Kansas City,
Missouri
|
$5.7M
|
-$4.78M
|
-46,404
|
-45%
|
|
|
10
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5.64M
|
-$4.95M
|
-48,056
|
-46%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.05M
|
+$310K
|
+3,012
|
+6%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.7M
|
-$4.52M
|
-43,836
|
-48%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.7M
|
-$4.52M
|
-43,836
|
-48%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$4.62M
|
-$40.3M
|
-390,938
|
-89%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.56M
|
-$1.28M
|
-12,386
|
-21%
|
|
|
16
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.88M
|
+$521K
|
+5,058
|
+15%
|
|
|
17
|
Smart Money Group
Eastland,
Texas
|
$3.54M
|
-$253K
|
-2,457
|
-6%
|
|
|
18
|
Soundmark Wealth Management
Kirkland,
Washington
|
$2.88M
|
-$415K
|
-4,030
|
-12%
|
|
|
19
|
McIlrath & Eck
Arlington,
Washington
|
$2.53M
|
-$68.4K
|
-664
|
-3%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$2.19M
|
-$4.1M
|
-39,771
|
-64%
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.73M
|
-$92.1K
|
-894
|
-5%
|
|
|
22
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.23M
|
-$26.8K
|
-260
|
-2%
|
|
|
23
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.2M
|
-$642K
|
-6,233
|
-34%
|
|
|
24
|
|
$1.17M
|
-$185K
|
-1,794
|
-13%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
+$1.11M
|
+10,732
|
New
|
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