|
1
|
Unison Advisors
Washington,
District of Columbia
|
$39M
|
+$214K
|
+5,320
|
+0.6%
|
|
|
2
|
Three Arch Wealth Management
Irvine,
California
|
$26.3M
|
+$939K
|
+23,338
|
+4%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.6M
|
-$687K
|
-17,074
|
-5%
|
|
|
4
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.2M
|
-$6.19K
|
-154
|
-0.1%
|
|
|
5
|
von Borstel & Associates
The Dalles,
Oregon
|
$9.55M
|
-$842K
|
-20,945
|
-9%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$8.48M
|
+$3.67M
|
+91,272
|
+85%
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$8.37M
|
-$707K
|
-17,592
|
-8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.81M
|
+$609K
|
+15,145
|
+9%
|
|
|
9
|
United Wealth Management
Charlottesville,
Virginia
|
$7.2M
|
-$125K
|
-3,096
|
-2%
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$6.6M
|
+$787K
|
+19,568
|
+15%
|
|
|
11
|
Integrity Advisory Solutions
Dallas,
Texas
|
$6.26M
|
+$96.2K
|
+2,392
|
+2%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.2M
|
+$2.15M
|
+53,450
|
+58%
|
|
|
13
|
|
$6.02M
|
+$3.5M
|
+86,966
|
+161%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$5.71M
|
+$4.07M
|
+101,118
|
+313%
|
|
|
15
|
Quadcap Wealth Management
Frisco,
Texas
|
$5.66M
|
-$31.9K
|
-793
|
-0.6%
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.58M
|
+$106K
|
+2,640
|
+2%
|
|
|
17
|
Integrity Alliance
Urbandale,
Iowa
|
$4.49M
|
-$222K
|
-5,528
|
-5%
|
|
|
18
|
Meredith Wealth Planning
Maryville,
Illinois
|
$4.46M
|
-$30.8K
|
-765
|
-0.7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.26M
|
+$1.69M
|
+42,035
|
+73%
|
|
|
20
|
Park Avenue Securities
New York
|
$4.11M
|
-$382K
|
-9,500
|
-9%
|
|
|
21
|
Wealth Advisors Northwest
Portland,
Oregon
|
$4.08M
|
+$221K
|
+5,489
|
+6%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.01M
|
+$124K
|
+3,081
|
+3%
|
|
|
23
|
Foundry Financial
Pasadena,
California
|
$3.88M
|
+$274K
|
+6,805
|
+8%
|
|
|
24
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.84M
|
+$578K
|
+14,369
|
+19%
|
|
|
25
|
Fischer Investment Strategies
Westlake Village,
California
|
$3.79M
|
-$460K
|
-11,443
|
-11%
|
|
