|
1
|
Stadion Money Management
Watkinsville,
Georgia
|
$8.42M
|
-$194K
|
-3,900
|
-2%
|
|
|
2
|
Bank of New York Mellon
New York
|
$7.44M
|
+$741K
|
+14,863
|
+11%
|
|
|
3
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.68M
|
+$5.8M
|
+116,342
|
New
|
|
|
4
|
|
$4.33M
|
+$4.41M
|
+88,554
|
New
|
|
|
5
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.85M
|
+$175K
|
+3,515
|
+5%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$3.45M
|
+$54.1K
|
+1,085
|
+2%
|
|
|
7
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.74M
|
+$252K
|
+5,057
|
+10%
|
|
|
8
|
|
$2.65M
|
-$5.11M
|
-102,431
|
-65%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.4M
|
-$1.08M
|
-21,733
|
-31%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.33M
|
-$4.74K
|
-95
|
-0.2%
|
|
|
11
|
Executive Wealth Management
Brighton,
Michigan
|
$1.86M
|
+$1.9M
|
+38,198
|
New
|
|
|
12
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.75M
|
+$514K
|
+10,320
|
+41%
|
|
|
13
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.24M
|
-$86K
|
-1,725
|
-6%
|
|
|
14
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.12M
|
+$1.14M
|
+22,892
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1M
|
-$4.18M
|
-83,773
|
-80%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$747K
|
-$450K
|
-9,035
|
-37%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$731K
|
-$177K
|
-3,558
|
-19%
|
|
|
18
|
Financial Connections Group
Corte Madera,
California
|
$723K
|
+$739K
|
+14,817
|
New
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$641K
|
+$22K
|
+441
|
+3%
|
|
|
20
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$638K
|
+$8.82K
|
+177
|
+1%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$458K
|
-$5.68K
|
-114
|
-1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$326K
|
-$102K
|
-2,039
|
-23%
|
|
|
23
|
Capital Planning Advisors
Roseville,
California
|
$274K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$154K
|
+$157K
|
+3,149
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$119K
|
-$26.2K
|
-525
|
-18%
|
|
