|
1
|
Unison Advisors
Washington,
District of Columbia
|
$27.3M
|
-$11M
|
-376,236
|
-30%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.4M
|
+$807K
|
+27,694
|
+8%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$8.8M
|
+$9.68K
|
+332
|
+0.1%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
$8.65M
|
+$7.02K
|
+241
|
+0.1%
|
|
|
5
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.04M
|
-$6.39M
|
-219,342
|
-49%
|
|
|
6
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$6.89M
|
+$15.1K
|
+518
|
+0.2%
|
|
|
7
|
United Wealth Management
Charlottesville,
Virginia
|
$5M
|
+$46.7K
|
+1,604
|
+1%
|
|
|
8
|
Fortress Wealth Management
Culver City,
California
|
$4.94M
|
-$23.3K
|
-799
|
-0.5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.68M
|
+$396K
|
+13,594
|
+10%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.39M
|
+$34K
|
+1,166
|
+0.9%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.25M
|
-$451K
|
-15,471
|
-10%
|
|
|
12
|
Quadcap Wealth Management
Frisco,
Texas
|
$4.08M
|
-$493K
|
-16,908
|
-11%
|
|
|
13
|
Integrity Advisory Solutions
Dallas,
Texas
|
$3.86M
|
+$3.68M
|
+126,354
|
New
|
|
|
14
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$3.86M
|
+$3.68M
|
+126,354
|
New
|
|
|
15
|
Integrity Alliance
Urbandale,
Iowa
|
$3.16M
|
-$16.3K
|
-560
|
-0.5%
|
|
|
16
|
Meredith Wealth Planning
Maryville,
Illinois
|
$3.04M
|
+$112K
|
+3,844
|
+4%
|
|
|
17
|
Park Avenue Securities
New York
|
$2.74M
|
+$607K
|
+20,829
|
+30%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.65M
|
+$1.61M
|
+55,157
|
+175%
|
|
|
19
|
Wealth Advisors Northwest
Portland,
Oregon
|
$2.61M
|
-$43.3K
|
-1,487
|
-2%
|
|
|
20
|
Tableaux
Stockbridge,
Massachusetts
|
$2.54M
|
+$340K
|
+11,677
|
+16%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$2.5M
|
-$763K
|
-26,187
|
-24%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.41M
|
+$13.8K
|
+475
|
+0.6%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.32M
|
+$286K
|
+9,809
|
+15%
|
|
|
24
|
|
$1.88M
|
+$91K
|
+3,123
|
+5%
|
|
|
25
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.87M
|
+$93K
|
+3,191
|
+6%
|
|
