|
1
|
Bank of New York Mellon
New York
|
$1.71B
|
-$40.8M
|
-1,639,642
|
-2%
|
|
|
2
|
SageView Advisory Group
Newport Beach,
California
|
$6.22M
|
-$85.9K
|
-3,448
|
-1%
|
|
|
3
|
|
$5.07M
|
-$668K
|
-26,820
|
-12%
|
|
|
4
|
Fulton Bank
Lancaster,
Pennsylvania
|
$3.18M
|
–
|
–
|
–
|
|
|
5
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.04M
|
–
|
–
|
–
|
|
|
6
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.98M
|
+$1.95M
|
+78,489
|
New
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$1.91M
|
-$275K
|
-11,035
|
-13%
|
|
|
8
|
|
$1.77M
|
-$829K
|
-33,286
|
-32%
|
|
|
9
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.58M
|
+$1.56M
|
+62,648
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.58M
|
+$27.5K
|
+1,103
|
+2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$1.42M
|
-$154K
|
-6,184
|
-10%
|
|
|
12
|
First Financial Bankshares
Abilene,
Texas
|
$1.34M
|
+$1.32M
|
+53,052
|
New
|
|
|
13
|
Belpointe Asset Management
Reno,
Nevada
|
$1.32M
|
–
|
–
|
–
|
|
|
14
|
Brown Advisory
Baltimore,
Maryland
|
$1.31M
|
+$1.29M
|
+51,876
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.12M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$885K
|
+$50K
|
+2,007
|
+6%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$846K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$820K
|
+$42K
|
+1,686
|
+5%
|
|
|
19
|
HUB Investment Partners
Austin,
Texas
|
$680K
|
+$4.63K
|
+186
|
+0.7%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$680K
|
+$671K
|
+26,969
|
New
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$642K
|
-$52.6K
|
-2,111
|
-8%
|
|
|
22
|
Postrock Partners
Overland Park,
Oregon
|
$639K
|
–
|
–
|
–
|
|
|
23
|
Collective Family Office
York,
Pennsylvania
|
$560K
|
+$553K
|
+22,223
|
New
|
|
|
24
|
Equitable Holdings
New York
|
$500K
|
+$494K
|
+19,850
|
New
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$498K
|
-$26K
|
-1,045
|
-5%
|
|
