|
1
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$29M
|
+$4.57M
|
+230,202
|
+20%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.4M
|
+$1M
|
+50,430
|
+4%
|
|
|
3
|
Bank of New York Mellon
New York
|
$23.9M
|
-$2.02M
|
-101,649
|
-8%
|
|
|
4
|
Total Investment Management
Scottsdale,
Arizona
|
$12.8M
|
+$12.4K
|
+624
|
+0.1%
|
|
|
5
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.95M
|
+$107K
|
+5,403
|
+3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.51M
|
+$500K
|
+25,167
|
+18%
|
|
|
7
|
Zhang Financial
Portage,
Michigan
|
$2.95M
|
-$598K
|
-30,126
|
-17%
|
|
|
8
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$1.37M
|
+$649K
|
+32,685
|
+98%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$730K
|
+$55.9K
|
+2,814
|
+9%
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$470K
|
+$450K
|
+22,644
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$458K
|
+$401K
|
+20,205
|
+1,104%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$408K
|
+$25.4K
|
+1,278
|
+7%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$302K
|
+$289K
|
+14,565
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$260K
|
+$248K
|
+12,501
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$213K
|
+$203K
|
+10,248
|
New
|
|
|
16
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$209K
|
-$94K
|
-4,734
|
-32%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$205K
|
+$196K
|
+9,867
|
New
|
|
|
18
|
|
$130K
|
+$124K
|
+6,267
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$103K
|
+$98.6K
|
+4,965
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$98K
|
+$115K
|
+5,802
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$74K
|
-$42.7K
|
-2,151
|
-38%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
-$87.3K
|
-4,398
|
-72%
|
|
|
23
|
McIlrath & Eck
Arlington,
Washington
|
$11.5K
|
–
|
–
|
–
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$25
|
-$60
|
-3
|
Closed
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$3.89M
|
-218,037
|
Closed
|
|
