|
1
|
Unison Advisors
Washington,
District of Columbia
|
$58.6M
|
+$58.2M
|
+594,466
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.7M
|
+$3.22M
|
+32,852
|
+13%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$20.8M
|
+$20.6M
|
+210,771
|
New
|
|
|
4
|
Joel Isaacson & Co
New York
|
$20.3M
|
+$17.5M
|
+178,492
|
+640%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.9M
|
+$1.79M
|
+18,272
|
+12%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.9M
|
+$14.7M
|
+150,395
|
+728%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.7M
|
+$9.12M
|
+93,194
|
+123%
|
|
|
8
|
Equitable Holdings
New York
|
$11.8M
|
+$3.07M
|
+31,325
|
+35%
|
|
|
9
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$8.82M
|
+$125K
|
+1,274
|
+1%
|
|
|
10
|
Aspire Private Capital
Cornelius,
North Carolina
|
$7.16M
|
+$3.35M
|
+34,196
|
+89%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.89M
|
+$3.2M
|
+32,668
|
+88%
|
|
|
12
|
|
$6.71M
|
+$5.73M
|
+58,563
|
+618%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$4.78M
|
+$447K
|
+4,562
|
+10%
|
|
|
14
|
Seed Wealth Management
Evanston,
Illinois
|
$4.66M
|
+$4.62M
|
+47,245
|
New
|
|
|
15
|
Silver Oak Advisory Group
Portland,
Oregon
|
$3.83M
|
+$3.17M
|
+32,343
|
+492%
|
|
|
16
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$3.37M
|
-$221K
|
-2,254
|
-6%
|
|
|
17
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$2.88M
|
+$339K
|
+3,467
|
+13%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.84M
|
+$150K
|
+1,535
|
+6%
|
|
|
19
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$2.3M
|
+$1.19M
|
+12,158
|
+108%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$2.24M
|
-$1.15M
|
-11,774
|
-34%
|
|
|
21
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$2.24M
|
+$865K
|
+8,838
|
+64%
|
|
|
22
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.95M
|
+$1.93M
|
+19,767
|
New
|
|
|
23
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.91M
|
+$1.24M
|
+12,644
|
+189%
|
|
|
24
|
Timonier Family Office
Winston Salem,
North Carolina
|
$1.55M
|
+$908K
|
+9,280
|
+145%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$1.55M
|
+$632K
|
+6,453
|
+70%
|
|
