|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$64.8M
|
-$754K
|
-14,252
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$37.1M
|
-$6.17M
|
-116,699
|
-14%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.2M
|
+$5.34M
|
+100,842
|
+25%
|
|
|
4
|
Integrity Alliance
Urbandale,
Iowa
|
$25.3M
|
+$25.1M
|
+475,080
|
New
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.9M
|
-$20.5M
|
-388,076
|
-54%
|
|
|
6
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17.5M
|
+$11.3K
|
+214
|
+0.1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
+$163K
|
+3,073
|
+1%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$13.7M
|
+$13.2M
|
+250,357
|
+3,780%
|
|
|
9
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$10.2M
|
-$418K
|
-7,892
|
-4%
|
|
|
10
|
Mattern Wealth Management
Lawrence,
Kansas
|
$10M
|
+$777K
|
+14,691
|
+8%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.43M
|
+$677K
|
+12,795
|
+9%
|
|
|
12
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$7.49M
|
+$414K
|
+7,829
|
+6%
|
|
|
13
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$7.29M
|
+$2.25M
|
+42,585
|
+45%
|
|
|
14
|
|
$6.42M
|
+$1.48M
|
+27,993
|
+30%
|
|
|
15
|
Wealth Advisors Northwest
Portland,
Oregon
|
$5.89M
|
+$2.88M
|
+54,495
|
+97%
|
|
|
16
|
SageOak Financial
Tulsa,
Oklahoma
|
$5.49M
|
+$2.28M
|
+43,070
|
+72%
|
|
|
17
|
Vantage Point Financial
Lisle,
Illinois
|
$4.34M
|
+$436K
|
+8,243
|
+11%
|
|
|
18
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$4.08M
|
+$55.4K
|
+1,047
|
+1%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$3.85M
|
-$8.94K
|
-169
|
-0.2%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.35M
|
-$79.4K
|
-1,501
|
-2%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.35M
|
-$79.4K
|
-1,501
|
-2%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$3.3M
|
+$614K
|
+11,596
|
+23%
|
|
|
23
|
Simplicity Wealth
Summit,
New Jersey
|
$2.76M
|
+$2.75M
|
+51,974
|
New
|
|
|
24
|
|
$2.17M
|
+$2.16M
|
+40,812
|
New
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.85M
|
+$112K
|
+2,120
|
+7%
|
|
