|
1
|
Bank of New York Mellon
New York
|
$11.8M
|
-$1.65M
|
-38,508
|
-12%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.7M
|
+$260K
|
+6,071
|
+3%
|
|
|
3
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.47M
|
-$655K
|
-15,316
|
-11%
|
|
|
4
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.19M
|
-$33.9K
|
-792
|
-0.8%
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$3.92M
|
-$77.8K
|
-1,820
|
-2%
|
|
|
6
|
Watchman Group
Plano,
Texas
|
$2.9M
|
+$63K
|
+1,473
|
+2%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$2.83M
|
+$2.83M
|
+66,263
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
-$1.26M
|
-29,386
|
-49%
|
|
|
9
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.27M
|
+$17.4K
|
+407
|
+1%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$705K
|
+$78K
|
+1,825
|
+12%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$636K
|
+$637K
|
+14,886
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$490K
|
-$17.1K
|
-401
|
-3%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$475K
|
+$27.6K
|
+646
|
+6%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$417K
|
-$154K
|
-3,601
|
-27%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$390K
|
-$146K
|
-3,405
|
-27%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$377K
|
+$70K
|
+1,637
|
+23%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$365K
|
+$70.2K
|
+1,642
|
+24%
|
|
|
18
|
|
$344K
|
+$344K
|
+8,046
|
New
|
|
|
19
|
|
$322K
|
-$625K
|
-14,608
|
-66%
|
|
|
20
|
Advyzon Investment Management
Lisle,
Illinois
|
$311K
|
-$29.4K
|
-687
|
-9%
|
|
|
21
|
Note Advisors
Buffalo,
New York
|
$306K
|
-$1.1M
|
-25,718
|
-78%
|
|
|
22
|
|
$279K
|
+$280K
|
+6,546
|
New
|
|
|
23
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$71K
|
+$71.1K
|
+1,663
|
New
|
|
|
24
|
Collier Financial
Denver,
Colorado
|
$38.9K
|
–
|
–
|
–
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$32.3K
|
+$257
|
+6
|
+0.8%
|
|
