|
1
|
Planning Center Inc
Moline,
Illinois
|
$62.6M
|
+$494K
|
+9,245
|
+0.8%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$41.8M
|
-$229K
|
-4,274
|
-0.5%
|
|
|
3
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$28.2M
|
+$1.26M
|
+23,472
|
+5%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$21M
|
+$621K
|
+11,609
|
+3%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$14.6M
|
-$355K
|
-6,635
|
-2%
|
|
|
6
|
Mattern Wealth Management
Lawrence,
Kansas
|
$14.5M
|
+$9.42M
|
+176,090
|
+190%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.92M
|
+$838K
|
+15,672
|
+9%
|
|
|
8
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$9.74M
|
+$9.62M
|
+179,936
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.33M
|
+$437K
|
+8,174
|
+6%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$7.15M
|
+$7.06M
|
+132,093
|
New
|
|
|
11
|
|
$7.09M
|
+$2.57M
|
+48,037
|
+58%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.67M
|
+$1.46M
|
+27,287
|
+28%
|
|
|
13
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.38M
|
+$402K
|
+7,518
|
+8%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.3M
|
+$1.55M
|
+29,050
|
+42%
|
|
|
15
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$4.91M
|
+$4.85M
|
+90,776
|
New
|
|
|
16
|
Park Avenue Securities
New York
|
$4.79M
|
+$4.73M
|
+88,534
|
New
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.53M
|
+$871K
|
+16,289
|
+33%
|
|
|
18
|
|
$3.38M
|
+$325K
|
+6,082
|
+11%
|
|
|
19
|
LifePro Asset Management
San Diego,
California
|
$3.18M
|
+$504K
|
+9,423
|
+19%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$2.74M
|
+$439K
|
+8,218
|
+19%
|
|
|
21
|
Sterling Wealth Management
Champaign,
Illinois
|
$2.7M
|
+$2.05M
|
+38,309
|
+333%
|
|
|
22
|
LAM Group
Lake Oswego,
Oregon
|
$2.57M
|
+$1.15M
|
+21,535
|
+83%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.27M
|
-$58.9K
|
-1,102
|
-3%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.27M
|
-$58.9K
|
-1,102
|
-3%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$1.9M
|
+$1.6M
|
+30,011
|
+586%
|
|
