|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$83.4M
|
+$5.08M
|
+92,337
|
+6%
|
|
|
2
|
Integrity Advisory Solutions
Dallas,
Texas
|
$54.8M
|
+$7.99M
|
+145,062
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$49.2M
|
+$5.47M
|
+99,304
|
+12%
|
|
|
4
|
Integrity Alliance
Urbandale,
Iowa
|
$42.6M
|
+$11.1M
|
+201,801
|
+35%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.5M
|
+$3.02M
|
+54,875
|
+8%
|
|
|
6
|
Three Arch Wealth Management
Irvine,
California
|
$29.8M
|
+$30.3M
|
+550,098
|
New
|
|
|
7
|
Tencap Wealth Coaching
South Jordan,
Utah
|
$23.5M
|
+$23.8M
|
+432,261
|
New
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17.9M
|
+$108K
|
+1,970
|
+0.6%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.7M
|
+$4.99M
|
+90,636
|
+50%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$14.1M
|
+$680K
|
+12,348
|
+5%
|
|
|
11
|
Mattern Wealth Management
Lawrence,
Kansas
|
$13.4M
|
+$808K
|
+14,674
|
+6%
|
|
|
12
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$13.1M
|
+$1.32M
|
+24,009
|
+11%
|
|
|
13
|
Wealth Advisors Northwest
Portland,
Oregon
|
$12.2M
|
+$1.63M
|
+29,620
|
+15%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$126K
|
+2,293
|
+1%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.1M
|
-$2.84M
|
-51,648
|
-22%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.02M
|
+$367K
|
+6,660
|
+4%
|
|
|
17
|
|
$8.89M
|
+$1.08M
|
+19,678
|
+14%
|
|
|
18
|
Outbound Financial Inc
Boulder,
Colorado
|
$8.21M
|
+$755K
|
+13,705
|
+10%
|
|
|
19
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$8.08M
|
+$8.21M
|
+149,047
|
New
|
|
|
20
|
APS Management Group
Torrance,
California
|
$7.05M
|
+$508K
|
+9,216
|
+8%
|
|
|
21
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$6.99M
|
-$1.06M
|
-19,274
|
-13%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.88M
|
+$6.99M
|
+126,889
|
New
|
|
|
23
|
SageOak Financial
Tulsa,
Oklahoma
|
$6.78M
|
+$270K
|
+4,903
|
+4%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$6.78M
|
+$3.63M
|
+65,936
|
+112%
|
|
|
25
|
Kestra Investment Management
Austin,
Texas
|
$6.1M
|
+$1.68M
|
+30,447
|
+37%
|
|
