|
1
|
Unison Advisors
Washington,
District of Columbia
|
$32.8M
|
-$32.8M
|
-1,292,715
|
-51%
|
|
|
2
|
Elser Financial Planning
Indianapolis,
Indiana
|
$24M
|
+$22.8M
|
+896,368
|
New
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.1M
|
+$476K
|
+18,730
|
+4%
|
|
|
4
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.1M
|
-$2.76M
|
-108,592
|
-20%
|
|
|
5
|
|
$7.93M
|
+$4.85M
|
+190,812
|
+168%
|
|
|
6
|
Retirement Solution
Redmond,
Washington
|
$5.81M
|
+$2.99M
|
+117,861
|
+112%
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.69M
|
+$81.4K
|
+3,205
|
+1%
|
|
|
8
|
Quadcap Wealth Management
Frisco,
Texas
|
$5.67M
|
+$1.13M
|
+44,603
|
+26%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$5.36M
|
+$147K
|
+5,796
|
+3%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.01M
|
-$214K
|
-8,439
|
-5%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.2M
|
+$359K
|
+14,122
|
+13%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.98M
|
+$188K
|
+7,396
|
+7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.91M
|
+$165K
|
+6,508
|
+6%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.9M
|
+$43.4K
|
+1,710
|
+2%
|
|
|
15
|
Walden Wealth Partners
Beachwood,
Ohio
|
$2.9M
|
+$76.1K
|
+2,995
|
+3%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.14M
|
+$274K
|
+10,795
|
+15%
|
|
|
17
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.78M
|
+$230K
|
+9,045
|
+15%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.66M
|
+$800K
|
+31,505
|
+99%
|
|
|
19
|
Applied Capital
Little Rock,
Arkansas
|
$1.64M
|
-$33.6K
|
-1,323
|
-2%
|
|
|
20
|
SageView Advisory Group
Newport Beach,
California
|
$1.59M
|
+$1.34M
|
+52,909
|
+634%
|
|
|
21
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$1.55M
|
+$5.56K
|
+219
|
+0.4%
|
|
|
22
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.36M
|
+$304K
|
+11,988
|
+31%
|
|
|
23
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.34M
|
+$52.7K
|
+2,074
|
+4%
|
|
|
24
|
|
$1.31M
|
+$6.02K
|
+237
|
+0.5%
|
|
|
25
|
Yeomans Consulting Group
Marietta,
Georgia
|
$1.26M
|
+$29.7K
|
+1,169
|
+2%
|
|
