|
1
|
Journey Strategic Wealth
Summit,
New Jersey
|
$8.47M
|
+$777K
|
+19,029
|
+10%
|
|
|
2
|
Bank of New York Mellon
New York
|
$7.38M
|
+$467K
|
+11,442
|
+7%
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.75M
|
+$194K
|
+4,747
|
+3%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.27M
|
+$2.84M
|
+69,599
|
+83%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.27M
|
+$2.84M
|
+69,599
|
+83%
|
|
|
6
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.39M
|
+$264K
|
+6,463
|
+5%
|
|
|
7
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.21M
|
+$102K
|
+2,489
|
+3%
|
|
|
8
|
Executive Wealth Management
Brighton,
Michigan
|
$1.22M
|
+$295K
|
+7,222
|
+32%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$1.12M
|
+$82
|
+2
|
+0%
|
|
|
10
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$983K
|
+$44.7K
|
+1,095
|
+5%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$871K
|
+$204K
|
+4,995
|
+31%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$809K
|
-$349K
|
-8,550
|
-30%
|
|
|
13
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$570K
|
+$6.82K
|
+167
|
+1%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$450K
|
-$20K
|
-489
|
-4%
|
|
|
15
|
|
$372K
|
-$2.71M
|
-66,384
|
-88%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$300K
|
+$85.6K
|
+2,095
|
+40%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$283K
|
-$15.2K
|
-372
|
-5%
|
|
|
18
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$219K
|
+$6.54K
|
+160
|
+3%
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$209K
|
-$58.7K
|
-1,436
|
-22%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$100K
|
-$165K
|
-4,037
|
-62%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$46K
|
+$45.9K
|
+1,124
|
New
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$35.8K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$10.7K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$7.55K
|
+$7.52K
|
+184
|
New
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$4.09K
|
–
|
–
|
–
|
|
