|
1
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.99M
|
+$914K
|
+23,312
|
+15%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.68M
|
+$2.18M
|
+55,546
|
+50%
|
|
|
3
|
Bank of New York Mellon
New York
|
$6.67M
|
-$379K
|
-9,655
|
-5%
|
|
|
4
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$4.58M
|
-$1.15M
|
-29,452
|
-21%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.91M
|
-$15.3K
|
-389
|
-0.5%
|
|
|
6
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.86M
|
-$16.7K
|
-427
|
-0.6%
|
|
|
7
|
|
$1.66M
|
+$1.08M
|
+27,444
|
+199%
|
|
|
8
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$896K
|
-$100K
|
-2,554
|
-10%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$802K
|
-$292K
|
-7,451
|
-31%
|
|
|
10
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$549K
|
+$8.43K
|
+215
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$524K
|
+$2.04K
|
+52
|
+0.4%
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$508K
|
-$113K
|
-2,872
|
-19%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$472K
|
+$14K
|
+357
|
+3%
|
|
|
14
|
Executive Wealth Management
Brighton,
Michigan
|
$409K
|
+$390K
|
+9,948
|
+4,215%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$292K
|
-$7.88K
|
-201
|
-3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$201K
|
-$104K
|
-2,651
|
-35%
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$158K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$119K
|
+$106K
|
+2,694
|
+1,028%
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$37.5K
|
+$36.6K
|
+933
|
New
|
|
|
20
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$37.5K
|
+$36.6K
|
+933
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$35.2K
|
–
|
–
|
–
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$30K
|
+$13.8K
|
+352
|
+89%
|
|
|
23
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$15.4K
|
-$3.53K
|
-90
|
-19%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$4.02K
|
-$29.6K
|
-755
|
-88%
|
|
|
25
|
CoreCap Advisors
Southfield,
Michigan
|
$3.13K
|
+$3.06K
|
+78
|
New
|
|
