|
1
|
Unison Advisors
Washington,
District of Columbia
|
$30M
|
-$414K
|
-15,996
|
-1%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.9M
|
+$12.1K
|
+469
|
+0.1%
|
|
|
3
|
Quadcap Wealth Management
Frisco,
Texas
|
$5.8M
|
-$233K
|
-9,009
|
-4%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$5.75M
|
+$282K
|
+10,891
|
+5%
|
|
|
5
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.58M
|
+$98.3K
|
+3,798
|
+2%
|
|
|
6
|
Retirement Solution
Redmond,
Washington
|
$5.42M
|
-$35.8K
|
-1,383
|
-0.6%
|
|
|
7
|
von Borstel & Associates
The Dalles,
Oregon
|
$4.96M
|
+$1.91M
|
+73,937
|
+58%
|
|
|
8
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.81M
|
+$540K
|
+20,870
|
+12%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.27M
|
-$291K
|
-11,253
|
-6%
|
|
|
10
|
Fortress Wealth Management
Culver City,
California
|
$3.87M
|
+$712K
|
+27,533
|
+21%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.23M
|
+$64.2K
|
+2,482
|
+2%
|
|
|
12
|
United Wealth Management
Charlottesville,
Virginia
|
$3.21M
|
+$3.35M
|
+129,678
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.13M
|
+$229K
|
+8,840
|
+8%
|
|
|
14
|
|
$3.09M
|
+$1.32M
|
+51,035
|
+69%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$2.94M
|
-$3.13M
|
-120,903
|
-50%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.91M
|
+$16.5K
|
+637
|
+0.5%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.28M
|
+$90.9K
|
+3,512
|
+4%
|
|
|
18
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.14M
|
+$303K
|
+11,710
|
+16%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$2.03M
|
-$48.3K
|
-1,866
|
-2%
|
|
|
20
|
Wealth Advisors Northwest
Portland,
Oregon
|
$2M
|
+$2.09M
|
+80,730
|
New
|
|
|
21
|
Applied Capital
Little Rock,
Arkansas
|
$1.7M
|
+$94.6K
|
+3,655
|
+6%
|
|
|
22
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$1.46M
|
-$15.4K
|
-595
|
-1%
|
|
|
23
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.35M
|
+$93.9K
|
+3,631
|
+7%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$1.35M
|
+$1.41M
|
+54,516
|
New
|
|
|
25
|
|
$1.32M
|
+$87.6K
|
+3,388
|
+7%
|
|
