|
1
|
Journey Strategic Wealth
Summit,
New Jersey
|
$7.68M
|
+$7.7M
|
+187,948
|
New
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.28M
|
+$173K
|
+4,230
|
+2%
|
|
|
3
|
Bank of New York Mellon
New York
|
$6.91M
|
+$120K
|
+2,941
|
+2%
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.55M
|
-$243K
|
-5,936
|
-4%
|
|
|
5
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.12M
|
+$466K
|
+11,372
|
+10%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.42M
|
+$463K
|
+11,299
|
+16%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.42M
|
+$2.95M
|
+71,941
|
+612%
|
|
|
8
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.1M
|
+$199K
|
+4,861
|
+7%
|
|
|
9
|
|
$3.09M
|
+$1.4M
|
+34,209
|
+83%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$626K
|
+15,276
|
+117%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$1.12M
|
+$387K
|
+9,447
|
+53%
|
|
|
12
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$937K
|
+$25.2K
|
+616
|
+3%
|
|
|
13
|
Executive Wealth Management
Brighton,
Michigan
|
$919K
|
+$504K
|
+12,301
|
+121%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$666K
|
+$667K
|
+16,287
|
New
|
|
|
15
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$564K
|
+$4.34K
|
+106
|
+0.8%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$469K
|
-$47.7K
|
-1,165
|
-9%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$313K
|
-$407K
|
-9,935
|
-60%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$298K
|
+$778
|
+19
|
+0.3%
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$268K
|
+$107K
|
+2,603
|
+66%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$214K
|
+$9.79K
|
+239
|
+5%
|
|
|
21
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$213K
|
+$213K
|
+5,203
|
New
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$38.2K
|
+$123
|
+3
|
+0.3%
|
|
|
23
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$38.2K
|
+$123
|
+3
|
+0.3%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$35.8K
|
–
|
–
|
–
|
|
|
25
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$16.3K
|
+$574
|
+14
|
+4%
|
|
