|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$63.8M
|
+$4.75M
|
+88,149
|
+8%
|
|
|
2
|
NewEdge Advisors
New Orleans,
Louisiana
|
$42.4M
|
+$38.6M
|
+716,539
|
+1,257%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
+$4.43M
|
+82,255
|
+13%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.8M
|
+$1.16M
|
+21,588
|
+6%
|
|
|
5
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17.5M
|
+$91.1K
|
+1,690
|
+0.5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.7M
|
+$1.34M
|
+24,909
|
+10%
|
|
|
7
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$10.4M
|
+$10.2M
|
+190,121
|
New
|
|
|
8
|
Mattern Wealth Management
Lawrence,
Kansas
|
$9.91M
|
+$5.61M
|
+104,158
|
+136%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.91M
|
+$1.44M
|
+26,816
|
+33%
|
|
|
10
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$4.73M
|
+$4.65M
|
+86,342
|
New
|
|
|
11
|
|
$4.04M
|
+$3.34M
|
+61,946
|
+532%
|
|
|
12
|
|
$3.35M
|
+$328K
|
+6,079
|
+11%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3M
|
-$132K
|
-2,449
|
-4%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3M
|
-$132K
|
-2,449
|
-4%
|
|
|
15
|
TCFG Wealth Management
Laguna Niguel,
California
|
$2.68M
|
+$2.63M
|
+48,835
|
New
|
|
|
16
|
|
$2.52M
|
-$300K
|
-5,568
|
-11%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$2.3M
|
+$131K
|
+2,431
|
+6%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$2.26M
|
+$354K
|
+6,566
|
+19%
|
|
|
19
|
LifePro Asset Management
San Diego,
California
|
$2.23M
|
+$234K
|
+4,340
|
+12%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$1.79M
|
-$852K
|
-15,819
|
-33%
|
|
|
21
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$1.46M
|
+$1.44M
|
+26,698
|
New
|
|
|
22
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.45M
|
-$129K
|
-2,395
|
-8%
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.14M
|
+$40.4K
|
+750
|
+4%
|
|
|
24
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.08M
|
+$82.8K
|
+1,536
|
+8%
|
|
|
25
|
Copperleaf Capital
Raleigh,
North Carolina
|
$947K
|
+$99.3K
|
+1,842
|
+12%
|
|
