|
1
|
Unison Advisors
Washington,
District of Columbia
|
$62.1M
|
-$2.24M
|
-95,329
|
-4%
|
|
|
2
|
Symmetry Partners
Glastonbury,
Connecticut
|
$12.7M
|
–
|
–
|
–
|
|
|
3
|
|
$9.11M
|
+$6.43M
|
+273,650
|
+249%
|
|
|
4
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.1M
|
+$1.92M
|
+81,777
|
+38%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$6.05M
|
+$198K
|
+8,423
|
+3%
|
|
|
6
|
Fischer Investment Strategies
Westlake Village,
California
|
$2.74M
|
+$2.71M
|
+115,473
|
New
|
|
|
7
|
Fortress Wealth Management
Culver City,
California
|
$2.66M
|
+$2.63M
|
+112,037
|
New
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$2.29M
|
+$96.2K
|
+4,094
|
+4%
|
|
|
9
|
Retirement Solution
Redmond,
Washington
|
$2.29M
|
+$100K
|
+4,258
|
+5%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.91M
|
+$648K
|
+27,552
|
+52%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.77M
|
+$910K
|
+38,739
|
+109%
|
|
|
12
|
|
$1.41M
|
+$240K
|
+10,213
|
+21%
|
|
|
13
|
Applied Capital
Little Rock,
Arkansas
|
$1.4M
|
+$40.8K
|
+1,736
|
+3%
|
|
|
14
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$1.19M
|
+$156K
|
+6,619
|
+15%
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.16M
|
+$80.8K
|
+3,436
|
+8%
|
|
|
16
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.09M
|
+$134K
|
+5,713
|
+14%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$852K
|
+$812K
|
+34,559
|
New
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$657K
|
+$5.36K
|
+228
|
+0.8%
|
|
|
19
|
Mills Wealth Advisors
Southlake,
Texas
|
$644K
|
+$35K
|
+1,490
|
+6%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$636K
|
+$184K
|
+7,850
|
+41%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$572K
|
+$16.2K
|
+689
|
+3%
|
|
|
22
|
Lodestone Wealth Management
Spokane,
Washington
|
$570K
|
+$557K
|
+23,683
|
New
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$497K
|
+$166K
|
+7,047
|
+51%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$496K
|
+$72K
|
+3,063
|
+17%
|
|
|
25
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$398K
|
–
|
–
|
–
|
|
