|
1
|
Bank of New York Mellon
New York
|
$6.75M
|
+$437K
|
+10,595
|
+6%
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.47M
|
-$354K
|
-8,576
|
-5%
|
|
|
3
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.51M
|
+$139K
|
+3,367
|
+2%
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.25M
|
+$445K
|
+10,805
|
+11%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.8M
|
-$103K
|
-2,494
|
-3%
|
|
|
6
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.75M
|
+$619K
|
+15,004
|
+27%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$1.2M
|
+$217K
|
+5,256
|
+20%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$1.16M
|
+$66.1K
|
+1,602
|
+7%
|
|
|
9
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$956K
|
+$44.9K
|
+1,090
|
+5%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$597K
|
-$60.9K
|
-1,477
|
-9%
|
|
|
11
|
|
$531K
|
-$830K
|
-20,130
|
-59%
|
|
|
12
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$517K
|
+$5.69K
|
+138
|
+1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$499K
|
-$49.8K
|
-1,207
|
-9%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$438K
|
+$19.5K
|
+474
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$294K
|
-$134K
|
-3,238
|
-30%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$287K
|
+$28K
|
+680
|
+10%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$258K
|
+$276K
|
+6,701
|
New
|
|
|
18
|
Executive Wealth Management
Brighton,
Michigan
|
$236K
|
-$256K
|
-6,213
|
-96%
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$152K
|
+$103K
|
+2,505
|
+174%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$33K
|
–
|
–
|
–
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$33K
|
+$4.12K
|
+100
|
+13%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$20K
|
-$15.9K
|
-385
|
-42%
|
|
|
23
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$18K
|
-$192K
|
-4,658
|
-91%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$15K
|
+$165
|
+4
|
+1%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$10K
|
-$22.7K
|
-550
|
-68%
|
|
