|
1
|
Bank of New York Mellon
New York
|
$69M
|
-$435K
|
-8,535
|
-0.6%
|
|
|
2
|
Harbor Group
Bedford,
New Hampshire
|
$46.7M
|
+$1.67M
|
+32,759
|
+4%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.58M
|
+$254K
|
+4,980
|
+3%
|
|
|
4
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$9.31M
|
+$2.1M
|
+41,229
|
+30%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$7.73M
|
+$472K
|
+9,254
|
+7%
|
|
|
6
|
Weil Company
San Diego,
California
|
$7.39M
|
-$671K
|
-13,147
|
-8%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.76M
|
-$259K
|
-5,072
|
-4%
|
|
|
8
|
|
$5.54M
|
+$400K
|
+7,840
|
+8%
|
|
|
9
|
Crux Wealth Advisors
Long Beach,
California
|
$4.01M
|
+$834K
|
+16,360
|
+27%
|
|
|
10
|
Crossmark Global Holdings
Houston,
Texas
|
$2.41M
|
-$41.5K
|
-814
|
-2%
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$1.68M
|
-$256K
|
-5,027
|
-13%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.61M
|
+$194K
|
+3,804
|
+14%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
+$1.51M
|
+29,657
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
-$846K
|
-16,578
|
-38%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.16M
|
+$6.63K
|
+130
|
+0.6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$337K
|
+6,615
|
+43%
|
|
|
17
|
Park Avenue Securities
New York
|
$974K
|
+$396K
|
+7,758
|
+70%
|
|
|
18
|
SOL Capital Management
Rockville,
Maryland
|
$627K
|
-$72K
|
-1,411
|
-10%
|
|
|
19
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$545K
|
–
|
–
|
–
|
|
|
20
|
Maia Wealth
Denver,
Colorado
|
$440K
|
-$25.1K
|
-493
|
-5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$393K
|
-$561
|
-11
|
-0.1%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$208K
|
+$206K
|
+4,030
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$141K
|
-$165K
|
-3,238
|
-54%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$67K
|
–
|
–
|
–
|
|
|
25
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$66.8K
|
+$66.2K
|
+1,297
|
New
|
|
