|
1
|
Unison Advisors
Washington,
District of Columbia
|
$237M
|
+$17.5M
|
+172,174
|
+8%
|
|
|
2
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$58M
|
+$58.8M
|
+580,080
|
New
|
|
|
3
|
TIAA Wealth Investment Management
New York
|
$43.9M
|
+$44.5M
|
+438,910
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.6M
|
+$3.79M
|
+37,332
|
+12%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.5M
|
+$2.93M
|
+28,889
|
+14%
|
|
|
6
|
Joel Isaacson & Co
New York
|
$23.1M
|
-$517K
|
-5,102
|
-2%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$21.8M
|
-$631K
|
-6,223
|
-3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$20.6M
|
+$7.29M
|
+71,932
|
+54%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.8M
|
+$1.11M
|
+10,925
|
+6%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$19M
|
+$3.08M
|
+30,334
|
+19%
|
|
|
11
|
|
$16.5M
|
+$135K
|
+1,335
|
+0.8%
|
|
|
12
|
Equitable Holdings
New York
|
$14M
|
+$767K
|
+7,560
|
+6%
|
|
|
13
|
Aspire Private Capital
Cornelius,
North Carolina
|
$11.8M
|
+$1.46M
|
+14,369
|
+14%
|
|
|
14
|
|
$9.82M
|
+$6.56M
|
+64,660
|
+192%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.77M
|
+$2.84M
|
+27,980
|
+47%
|
|
|
16
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$7.53M
|
+$3.86M
|
+38,033
|
+102%
|
|
|
17
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$7.25M
|
-$1.88M
|
-18,540
|
-20%
|
|
|
18
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$6.56M
|
+$91.1K
|
+898
|
+1%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$6.32M
|
+$937K
|
+9,245
|
+17%
|
|
|
20
|
Silver Oak Advisory Group
Portland,
Oregon
|
$6.16M
|
+$215K
|
+2,124
|
+4%
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$5.62M
|
+$366K
|
+3,614
|
+7%
|
|
|
22
|
S.A. Mason
Holland,
Michigan
|
$5.53M
|
+$1.24M
|
+12,225
|
+28%
|
|
|
23
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$5.27M
|
+$1.57M
|
+15,497
|
+42%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$5.18M
|
+$805K
|
+7,935
|
+18%
|
|
|
25
|
Seed Wealth Management
Evanston,
Illinois
|
$4.99M
|
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|
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|
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|
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