|
1
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$25M
|
+$24.5M
|
+473,985
|
New
|
|
|
2
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.6M
|
+$8.42M
|
+162,929
|
New
|
|
|
3
|
|
$6.94M
|
+$6.8M
|
+131,563
|
New
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$6.65M
|
+$6.52M
|
+126,213
|
New
|
|
|
5
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$4.52M
|
+$4.42M
|
+85,610
|
New
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.92M
|
+$1.9M
|
+36,749
|
New
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.92M
|
+$1.9M
|
+36,749
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.4M
|
+$1.37M
|
+26,555
|
New
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.35M
|
+$1.36M
|
+26,375
|
New
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$406K
|
+$397K
|
+7,691
|
New
|
|
|
11
|
Mattern Wealth Management
Lawrence,
Kansas
|
$388K
|
+$380K
|
+7,355
|
New
|
|
|
12
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$293K
|
+$287K
|
+5,547
|
New
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$42K
|
+$41K
|
+793
|
New
|
|
|
14
|
LAM Group
Lake Oswego,
Oregon
|
$39.8K
|
+$39K
|
+755
|
New
|
|
|
15
|
Aspire Private Capital
Cornelius,
North Carolina
|
$25.4K
|
+$24.9K
|
+481
|
New
|
|
