|
1
|
Unison Advisors
Washington,
District of Columbia
|
$218M
|
+$156M
|
+1,578,662
|
+266%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.4M
|
+$3.14M
|
+31,757
|
+11%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$27.9M
|
+$27.5M
|
+278,370
|
New
|
|
|
4
|
Joel Isaacson & Co
New York
|
$23.6M
|
+$2.85M
|
+28,822
|
+14%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$21.3M
|
+$148K
|
+1,494
|
+0.7%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.2M
|
+$1.04M
|
+10,468
|
+6%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.6M
|
+$625K
|
+6,318
|
+4%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17M
|
-$204K
|
-2,063
|
-1%
|
|
|
9
|
|
$16.6M
|
+$15.9M
|
+160,322
|
+3,265%
|
|
|
10
|
Equitable Holdings
New York
|
$11.8M
|
-$236K
|
-2,389
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
+$4.07M
|
+41,091
|
+59%
|
|
|
12
|
Aspire Private Capital
Cornelius,
North Carolina
|
$10.4M
|
+$3.04M
|
+30,679
|
+42%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$9.27M
|
+$8.86M
|
+89,494
|
+3,059%
|
|
|
14
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$9.19M
|
+$208K
|
+2,106
|
+2%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$5.6M
|
+$730K
|
+7,374
|
+15%
|
|
|
16
|
Silver Oak Advisory Group
Portland,
Oregon
|
$5.25M
|
+$1.32M
|
+13,364
|
+34%
|
|
|
17
|
Seed Wealth Management
Evanston,
Illinois
|
$5.03M
|
+$282K
|
+2,850
|
+6%
|
|
|
18
|
|
$4.73M
|
-$2.07M
|
-20,941
|
-31%
|
|
|
19
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$4.5M
|
+$1.06M
|
+10,737
|
+31%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.92M
|
+$1.02M
|
+10,264
|
+36%
|
|
|
21
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.39M
|
+$452K
|
+4,572
|
+16%
|
|
|
22
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$2.84M
|
+$559K
|
+5,654
|
+25%
|
|
|
23
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2.03M
|
+$2M
|
+20,249
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$2.01M
|
+$786K
|
+7,940
|
+65%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.96M
|
+$495K
|
+5,001
|
+35%
|
|
