|
1
|
Unison Advisors
Washington,
District of Columbia
|
$30.7M
|
+$287K
|
+8,238
|
+0.9%
|
|
|
2
|
Three Arch Wealth Management
Irvine,
California
|
$20M
|
+$311K
|
+8,919
|
+2%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.1M
|
-$399K
|
-11,448
|
-3%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
$8.25M
|
-$692K
|
-19,889
|
-8%
|
|
|
5
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.05M
|
+$279K
|
+8,020
|
+3%
|
|
|
6
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$7.21M
|
-$149K
|
-4,285
|
-2%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$6.17M
|
+$6.01M
|
+172,567
|
+1,700%
|
|
|
8
|
United Wealth Management
Charlottesville,
Virginia
|
$5.79M
|
+$104K
|
+2,987
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.66M
|
+$538K
|
+15,462
|
+10%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.28M
|
+$13.8K
|
+395
|
+0.3%
|
|
|
11
|
Integrity Advisory Solutions
Dallas,
Texas
|
$4.87M
|
+$199K
|
+5,726
|
+4%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$4.59M
|
-$1.13M
|
-32,435
|
-19%
|
|
|
13
|
Quadcap Wealth Management
Frisco,
Texas
|
$4.5M
|
+$62.7K
|
+1,802
|
+1%
|
|
|
14
|
Integrity Alliance
Urbandale,
Iowa
|
$3.74M
|
-$2.19K
|
-63
|
-0.1%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$3.61M
|
+$3.72M
|
+106,976
|
New
|
|
|
16
|
Park Avenue Securities
New York
|
$3.57M
|
-$22.9K
|
-657
|
-0.6%
|
|
|
17
|
Meredith Wealth Planning
Maryville,
Illinois
|
$3.55M
|
+$55.1K
|
+1,582
|
+2%
|
|
|
18
|
Fischer Investment Strategies
Westlake Village,
California
|
$3.38M
|
-$166K
|
-4,766
|
-5%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.1M
|
+$1.19M
|
+34,279
|
+60%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.07M
|
-$233K
|
-6,706
|
-7%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$3.06M
|
+$1.31M
|
+37,620
|
+71%
|
|
|
22
|
Wealth Advisors Northwest
Portland,
Oregon
|
$3.04M
|
-$87.5K
|
-2,512
|
-3%
|
|
|
23
|
Foundry Financial
Pasadena,
California
|
$2.83M
|
+$455K
|
+13,062
|
+18%
|
|
|
24
|
Mills Wealth Advisors
Southlake,
Texas
|
$2.74M
|
+$839K
|
+24,083
|
+42%
|
|
|
25
|
Capstone Wealth Management
Billings,
Montana
|
$2.68M
|
+$415K
|
+11,905
|
+18%
|
|
