|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$64.8M
|
+$3.69M
|
+68,659
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$42.8M
|
+$5M
|
+93,150
|
+13%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$38.1M
|
-$2.59M
|
-48,298
|
-6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.6M
|
+$764K
|
+14,225
|
+4%
|
|
|
5
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17.3M
|
+$496K
|
+9,227
|
+3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
+$1.06M
|
+19,742
|
+7%
|
|
|
7
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$10.5M
|
+$536K
|
+9,985
|
+5%
|
|
|
8
|
Mattern Wealth Management
Lawrence,
Kansas
|
$9.16M
|
-$360K
|
-6,709
|
-4%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.66M
|
+$2.04M
|
+38,023
|
+35%
|
|
|
10
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$6.99M
|
+$2.5M
|
+46,494
|
+54%
|
|
|
11
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$4.97M
|
+$3.64M
|
+67,783
|
+254%
|
|
|
12
|
|
$4.88M
|
+$1.7M
|
+31,701
|
+52%
|
|
|
13
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$4.06M
|
+$4.15M
|
+77,254
|
New
|
|
|
14
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$3.98M
|
+$4.07M
|
+75,679
|
New
|
|
|
15
|
Vantage Point Financial
Lisle,
Illinois
|
$3.86M
|
+$3.94M
|
+73,441
|
New
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$3.82M
|
+$1.69M
|
+31,406
|
+76%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.39M
|
+$519K
|
+9,665
|
+18%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.39M
|
+$519K
|
+9,665
|
+18%
|
|
|
19
|
SageOak Financial
Tulsa,
Oklahoma
|
$3.17M
|
+$3.23M
|
+60,199
|
New
|
|
|
20
|
Wealth Advisors Northwest
Portland,
Oregon
|
$2.96M
|
+$3.02M
|
+56,280
|
New
|
|
|
21
|
TCFG Wealth Management
Laguna Niguel,
California
|
$2.76M
|
+$198K
|
+3,680
|
+8%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$2.65M
|
+$452K
|
+8,418
|
+20%
|
|
|
23
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.78M
|
+$324K
|
+6,027
|
+23%
|
|
|
24
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.72M
|
+$1.13M
|
+21,031
|
+182%
|
|
|
25
|
|
$1.68M
|
-$751K
|
-13,983
|
-30%
|
|
