|
1
|
Unison Advisors
Washington,
District of Columbia
|
$29M
|
+$132K
|
+4,201
|
+0.5%
|
|
|
2
|
Three Arch Wealth Management
Irvine,
California
|
$18.8M
|
+$18.4M
|
+583,089
|
New
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.9M
|
-$111K
|
-3,507
|
-0.9%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$9.23M
|
-$62.1K
|
-1,969
|
-0.7%
|
|
|
5
|
von Borstel & Associates
The Dalles,
Oregon
|
$8.52M
|
-$130K
|
-4,114
|
-2%
|
|
|
6
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.42M
|
-$10.3K
|
-325
|
-0.1%
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$7.02M
|
-$586K
|
-18,581
|
-8%
|
|
|
8
|
United Wealth Management
Charlottesville,
Virginia
|
$5.43M
|
+$153K
|
+4,848
|
+3%
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$5.39M
|
+$5.23M
|
+165,849
|
+12,303%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.9M
|
-$36.9K
|
-1,169
|
-0.8%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.76M
|
-$10.3K
|
-327
|
-0.2%
|
|
|
12
|
Integrity Advisory Solutions
Dallas,
Texas
|
$4.46M
|
+$378K
|
+11,984
|
+9%
|
|
|
13
|
Quadcap Wealth Management
Frisco,
Texas
|
$4.23M
|
-$72.1K
|
-2,285
|
-2%
|
|
|
14
|
Integrity Alliance
Urbandale,
Iowa
|
$3.57M
|
+$226K
|
+7,181
|
+7%
|
|
|
15
|
Park Avenue Securities
New York
|
$3.43M
|
+$521K
|
+16,522
|
+18%
|
|
|
16
|
SB Capital Management
Encino,
California
|
$3.39M
|
+$3.31M
|
+105,035
|
New
|
|
|
17
|
Fischer Investment Strategies
Westlake Village,
California
|
$3.38M
|
+$3.31M
|
+104,928
|
New
|
|
|
18
|
Meredith Wealth Planning
Maryville,
Illinois
|
$3.34M
|
+$122K
|
+3,870
|
+4%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.14M
|
-$1.32M
|
-41,810
|
-30%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.11M
|
+$603K
|
+19,133
|
+25%
|
|
|
21
|
Wealth Advisors Northwest
Portland,
Oregon
|
$2.98M
|
+$223K
|
+7,064
|
+8%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.47M
|
-$70K
|
-2,220
|
-3%
|
|
|
23
|
Foundry Financial
Pasadena,
California
|
$2.28M
|
+$2.23M
|
+70,802
|
New
|
|
|
24
|
Capstone Wealth Management
Billings,
Montana
|
$2.2M
|
+$2.11M
|
+66,816
|
New
|
|
|
25
|
Wealthspire Advisors (New York)
New York
|
$2.03M
|
-$591K
|
-18,731
|
-23%
|
|
