|
1
|
Unison Advisors
Washington,
District of Columbia
|
$33.1M
|
-$821K
|
-31,784
|
-3%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.9M
|
+$317K
|
+12,248
|
+3%
|
|
|
3
|
Quadcap Wealth Management
Frisco,
Texas
|
$6.54M
|
+$662K
|
+25,602
|
+12%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$6.44M
|
+$6.2M
|
+239,708
|
New
|
|
|
5
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.96M
|
+$77.4K
|
+2,994
|
+1%
|
|
|
6
|
RFG Advisory
Birmingham,
Alabama
|
$5.96M
|
+$406K
|
+15,724
|
+8%
|
|
|
7
|
Retirement Solution
Redmond,
Washington
|
$5.93M
|
-$68.4K
|
-2,647
|
-1%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.94M
|
+$1.87M
|
+72,421
|
+65%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.66M
|
+$496K
|
+19,184
|
+12%
|
|
|
10
|
Fortress Wealth Management
Culver City,
California
|
$3.46M
|
+$3.33M
|
+128,743
|
New
|
|
|
11
|
von Borstel & Associates
The Dalles,
Oregon
|
$3.4M
|
+$3.27M
|
+126,530
|
New
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.37M
|
+$37.5K
|
+1,451
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.16M
|
+$153K
|
+5,926
|
+5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.14M
|
+$56K
|
+2,165
|
+2%
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.39M
|
+$169K
|
+6,541
|
+8%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$2.25M
|
+$2.17M
|
+83,831
|
New
|
|
|
17
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.01M
|
+$166K
|
+6,432
|
+9%
|
|
|
18
|
|
$1.99M
|
-$5.96M
|
-230,682
|
-76%
|
|
|
19
|
Applied Capital
Little Rock,
Arkansas
|
$1.75M
|
+$49.3K
|
+1,908
|
+3%
|
|
|
20
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$1.6M
|
-$1.78K
|
-69
|
-0.1%
|
|
|
21
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.39M
|
-$42.5K
|
-1,646
|
-3%
|
|
|
22
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.37M
|
-$13.7K
|
-530
|
-1%
|
|
|
23
|
|
$1.34M
|
-$10.1K
|
-389
|
-0.8%
|
|
|
24
|
Yeomans Consulting Group
Marietta,
Georgia
|
$1.33M
|
+$29.7K
|
+1,149
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.28M
|
+$282K
|
+10,917
|
+30%
|
|
