|
1
|
Unison Advisors
Washington,
District of Columbia
|
$241M
|
+$1.83M
|
+18,172
|
+0.8%
|
|
|
2
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$56.7M
|
-$1.86M
|
-18,499
|
-3%
|
|
|
3
|
TIAA Wealth Investment Management
New York
|
$41.9M
|
-$2.44M
|
-24,299
|
-6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.7M
|
+$3.73M
|
+37,076
|
+11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$33.8M
|
+$13M
|
+129,158
|
+63%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.9M
|
+$1.14M
|
+11,357
|
+5%
|
|
|
7
|
Joel Isaacson & Co
New York
|
$24.3M
|
+$883K
|
+8,781
|
+4%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$23.9M
|
+$1.8M
|
+17,856
|
+8%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.5M
|
+$538K
|
+5,345
|
+3%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$18.9M
|
-$302K
|
-3,000
|
-2%
|
|
|
11
|
|
$16.5M
|
-$10.4K
|
-103
|
-0.1%
|
|
|
12
|
Hall Capital Management
Barrington,
Rhode Island
|
$14.8M
|
+$14.8M
|
+146,836
|
New
|
|
|
13
|
Merit Financial Group
Alpharetta,
Georgia
|
$14.1M
|
+$5.21M
|
+51,847
|
+59%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
$13.8M
|
+$1.94M
|
+19,334
|
+16%
|
|
|
15
|
Equitable Holdings
New York
|
$12.8M
|
-$1.26M
|
-12,542
|
-9%
|
|
|
16
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$9.53M
|
+$8.08M
|
+80,301
|
+569%
|
|
|
17
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$8.79M
|
+$1.18M
|
+11,734
|
+16%
|
|
|
18
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$8.22M
|
+$888K
|
+8,832
|
+12%
|
|
|
19
|
Silver Oak Advisory Group
Portland,
Oregon
|
$7.39M
|
+$1.17M
|
+11,629
|
+19%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$6.81M
|
+$419K
|
+4,162
|
+7%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.65M
|
+$1.72M
|
+17,055
|
+35%
|
|
|
22
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$6.51M
|
-$118K
|
-1,174
|
-2%
|
|
|
23
|
S.A. Mason
Holland,
Michigan
|
$6.4M
|
+$817K
|
+8,121
|
+15%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$6.15M
|
+$911K
|
+9,056
|
+17%
|
|
|
25
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$5.65M
|
+$325K
|
+3,235
|
+6%
|
|
