|
1
|
Unison Advisors
Washington,
District of Columbia
|
$63.4M
|
+$1.75M
|
+72,731
|
+3%
|
|
|
2
|
Symmetry Partners
Glastonbury,
Connecticut
|
$13.3M
|
-$2.13M
|
-88,397
|
-14%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.1M
|
+$511K
|
+21,217
|
+5%
|
|
|
4
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.35M
|
+$33.9K
|
+1,409
|
+0.7%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$4.97M
|
+$172K
|
+7,129
|
+4%
|
|
|
6
|
Quadcap Wealth Management
Frisco,
Texas
|
$4.3M
|
+$899K
|
+37,379
|
+28%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.04M
|
+$612K
|
+25,424
|
+19%
|
|
|
8
|
|
$2.82M
|
-$3.46M
|
-143,916
|
-56%
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.74M
|
+$1.68M
|
+69,727
|
+163%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.73M
|
+$391K
|
+16,238
|
+17%
|
|
|
11
|
Walden Wealth Partners
Beachwood,
Ohio
|
$2.71M
|
+$200K
|
+8,295
|
+8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.66M
|
+$338K
|
+14,028
|
+15%
|
|
|
13
|
Retirement Solution
Redmond,
Washington
|
$2.61M
|
+$19.3K
|
+803
|
+0.8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.61M
|
+$2.09M
|
+86,772
|
+472%
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.77M
|
+$170K
|
+7,046
|
+11%
|
|
|
16
|
Applied Capital
Little Rock,
Arkansas
|
$1.6M
|
+$54.7K
|
+2,275
|
+4%
|
|
|
17
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$1.47M
|
-$25.1K
|
-1,042
|
-2%
|
|
|
18
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.47M
|
+$155K
|
+6,427
|
+12%
|
|
|
19
|
|
$1.25M
|
+$48.5K
|
+2,015
|
+4%
|
|
|
20
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.23M
|
+$21.9K
|
+908
|
+2%
|
|
|
21
|
Yeomans Consulting Group
Marietta,
Georgia
|
$1.17M
|
+$31.8K
|
+1,322
|
+3%
|
|
|
22
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.1M
|
-$151K
|
-6,264
|
-12%
|
|
|
23
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.06M
|
+$105K
|
+4,371
|
+11%
|
|
|
24
|
Lodestone Wealth Management
Spokane,
Washington
|
$993K
|
+$36.2K
|
+1,504
|
+4%
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$855K
|
+$66.2K
|
+2,750
|
+9%
|
|
