|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.3M
|
+$655K
|
+13,007
|
+6%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.03M
|
-$520K
|
-10,332
|
-6%
|
|
|
3
|
Bank of New York Mellon
New York
|
$4.18M
|
+$621K
|
+12,334
|
+18%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$3.46M
|
+$3.41M
|
+67,753
|
New
|
|
|
5
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.36M
|
+$9.97K
|
+198
|
+0.3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.87M
|
+$552K
|
+10,954
|
+24%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.7M
|
-$220K
|
-4,359
|
-8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$108K
|
+2,137
|
+5%
|
|
|
9
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$1.95M
|
+$1.92M
|
+38,039
|
New
|
|
|
10
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.43M
|
+$1.4M
|
+27,878
|
New
|
|
|
11
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.25M
|
+$253K
|
+5,022
|
+26%
|
|
|
12
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$665K
|
+$18.6K
|
+370
|
+3%
|
|
|
13
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$637K
|
+$6.15K
|
+122
|
+1%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$453K
|
+$111K
|
+2,211
|
+33%
|
|
|
15
|
Capital Planning Advisors
Roseville,
California
|
$385K
|
-$428K
|
-8,503
|
-53%
|
|
|
16
|
Bluefin Capital Management
New York
|
$350K
|
+$344K
|
+6,829
|
New
|
|
|
17
|
|
$319K
|
-$614K
|
-12,179
|
-66%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$281K
|
+$277K
|
+5,491
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$130K
|
-$3.78K
|
-75
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$66K
|
-$20.2K
|
-401
|
-24%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$57K
|
+$403
|
+8
|
+0.7%
|
|
|
22
|
MCF Advisors
Covington,
Kentucky
|
$11K
|
+$302
|
+6
|
+3%
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$9K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$6K
|
–
|
–
|
–
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
-$21.8K
|
-433
|
-83%
|
|
