|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$56.7M
|
+$4.28M
|
+81,546
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$33.6M
|
+$7.58M
|
+144,360
|
+29%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
-$1.23M
|
-23,369
|
-6%
|
|
|
4
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$16.8M
|
+$184K
|
+3,510
|
+1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
+$6.74M
|
+128,427
|
+112%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.26M
|
+$890K
|
+16,961
|
+27%
|
|
|
7
|
Mattern Wealth Management
Lawrence,
Kansas
|
$4.04M
|
+$1.58M
|
+30,092
|
+65%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.01M
|
+$678K
|
+12,920
|
+29%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.01M
|
+$678K
|
+12,920
|
+29%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3M
|
+$1.91M
|
+36,446
|
+177%
|
|
|
11
|
|
$2.9M
|
+$903K
|
+17,197
|
+45%
|
|
|
12
|
|
$2.71M
|
-$37.6K
|
-716
|
-1%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$2.55M
|
-$1.56M
|
-29,738
|
-38%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$2.08M
|
+$294K
|
+5,604
|
+16%
|
|
|
15
|
LifePro Asset Management
San Diego,
California
|
$1.91M
|
+$210K
|
+3,993
|
+12%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.83M
|
+$1.22M
|
+23,284
|
+204%
|
|
|
17
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.55M
|
+$1.52M
|
+28,908
|
New
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.07M
|
+$164K
|
+3,127
|
+19%
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$957K
|
-$90.2K
|
-1,719
|
-9%
|
|
|
20
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$851K
|
+$193K
|
+3,669
|
+29%
|
|
|
21
|
Copperleaf Capital
Raleigh,
North Carolina
|
$812K
|
-$31.4K
|
-598
|
-4%
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$799K
|
+$151K
|
+2,883
|
+23%
|
|
|
23
|
Aspire Private Capital
Cornelius,
North Carolina
|
$674K
|
+$71.2K
|
+1,356
|
+12%
|
|
|
24
|
|
$613K
|
-$174K
|
-3,313
|
-22%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$394K
|
+$249K
|
+4,749
|
+174%
|
|
