|
1
|
Stadion Money Management
Watkinsville,
Georgia
|
$7.68M
|
-$186K
|
-4,006
|
-2%
|
|
|
2
|
Bank of New York Mellon
New York
|
$7.56M
|
+$618K
|
+13,323
|
+9%
|
|
|
3
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.81M
|
+$510K
|
+10,984
|
+9%
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.88M
|
+$291K
|
+6,263
|
+8%
|
|
|
5
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.85M
|
+$289K
|
+6,237
|
+11%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.6M
|
-$656K
|
-14,131
|
-29%
|
|
|
7
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$1.08M
|
+$340K
|
+7,323
|
+49%
|
|
|
9
|
Executive Wealth Management
Brighton,
Michigan
|
$1.05M
|
-$704K
|
-15,180
|
-40%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$913K
|
-$2.35M
|
-50,687
|
-72%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$766K
|
-$173K
|
-3,738
|
-18%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$754K
|
-$1.45M
|
-31,209
|
-65%
|
|
|
13
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$602K
|
+$3.16K
|
+68
|
+0.5%
|
|
|
14
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$599K
|
+$3.06K
|
+66
|
+0.5%
|
|
|
15
|
Financial Connections Group
Corte Madera,
California
|
$566K
|
-$112K
|
-2,409
|
-16%
|
|
|
16
|
|
$394K
|
-$2.12M
|
-45,715
|
-84%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$365K
|
-$64.2K
|
-1,384
|
-15%
|
|
|
18
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$327K
|
-$848K
|
-18,264
|
-72%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$304K
|
-$1.16K
|
-25
|
-0.4%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$260K
|
-$446K
|
-9,611
|
-63%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$100K
|
-$11.6K
|
-250
|
-10%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$68K
|
-$76.8K
|
-1,656
|
-53%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$43K
|
–
|
–
|
–
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20K
|
+$19.9K
|
+429
|
New
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$18K
|
+$93
|
+2
|
+0.5%
|
|
