|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$149M
|
+$80.8M
|
+1,522,658
|
+125%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$42.1M
|
+$4.22M
|
+79,416
|
+11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.1M
|
+$4.24M
|
+79,771
|
+16%
|
|
|
4
|
Integrity Alliance
Urbandale,
Iowa
|
$28.3M
|
+$2.51M
|
+47,367
|
+10%
|
|
|
5
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17.7M
|
-$159K
|
-2,987
|
-0.9%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.6M
|
-$3.59M
|
-67,640
|
-20%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$13.4M
|
-$553K
|
-10,422
|
-4%
|
|
|
8
|
Mattern Wealth Management
Lawrence,
Kansas
|
$11.9M
|
+$1.64M
|
+30,953
|
+16%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
-$4.38M
|
-82,535
|
-28%
|
|
|
10
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$10.7M
|
+$132K
|
+2,492
|
+1%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.72M
|
+$1.1M
|
+20,781
|
+13%
|
|
|
12
|
Wealth Advisors Northwest
Portland,
Oregon
|
$8.9M
|
+$2.84M
|
+53,411
|
+48%
|
|
|
13
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$7.77M
|
+$140K
|
+2,638
|
+2%
|
|
|
14
|
|
$7.34M
|
+$769K
|
+14,486
|
+12%
|
|
|
15
|
Outbound Financial Inc
Boulder,
Colorado
|
$6.77M
|
+$6.63M
|
+124,879
|
New
|
|
|
16
|
SageOak Financial
Tulsa,
Oklahoma
|
$6.14M
|
+$530K
|
+9,975
|
+10%
|
|
|
17
|
Vantage Point Financial
Lisle,
Illinois
|
$4.45M
|
+$17K
|
+320
|
+0.4%
|
|
|
18
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$4.24M
|
+$81.8K
|
+1,540
|
+2%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$4.1M
|
+$163K
|
+3,067
|
+4%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.6M
|
+$185K
|
+3,478
|
+6%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$3.51M
|
+$146K
|
+2,748
|
+4%
|
|
|
22
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$3.23M
|
-$4.12M
|
-77,560
|
-57%
|
|
|
23
|
Park Avenue Securities
New York
|
$3.21M
|
+$1.72M
|
+32,394
|
+121%
|
|
|
24
|
Kestra Investment Management
Austin,
Texas
|
$2.36M
|
+$1.29M
|
+24,369
|
+127%
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.1M
|
+$212K
|
+3,986
|
+11%
|
|
