|
1
|
Bank of New York Mellon
New York
|
$7.36M
|
+$121K
|
+2,959
|
+2%
|
|
|
2
|
|
$6.84M
|
+$6.95M
|
+170,579
|
New
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.71M
|
+$95.8K
|
+2,352
|
+1%
|
|
|
4
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.3M
|
+$21K
|
+516
|
+0.4%
|
|
|
5
|
Journey Strategic Wealth
Summit,
New Jersey
|
$4.28M
|
-$4.09M
|
-100,320
|
-48%
|
|
|
6
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.14M
|
-$3.1K
|
-76
|
-0.1%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$3.12M
|
+$2.05M
|
+50,330
|
+184%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.82M
|
-$3.38M
|
-82,988
|
-54%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.82M
|
-$3.38M
|
-82,988
|
-54%
|
|
|
10
|
|
$2.22M
|
+$1.88M
|
+46,252
|
+509%
|
|
|
11
|
Watchman Group
Plano,
Texas
|
$1.8M
|
+$1.83M
|
+44,906
|
New
|
|
|
12
|
Flow Traders U.S.
New York
|
$1.77M
|
+$1.8M
|
+44,254
|
New
|
|
|
13
|
Executive Wealth Management
Brighton,
Michigan
|
$1.27M
|
+$79.2K
|
+1,944
|
+7%
|
|
|
14
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$971K
|
+$8.11K
|
+199
|
+0.8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$792K
|
-$489
|
-12
|
-0.1%
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$686K
|
+$488K
|
+11,988
|
+235%
|
|
|
17
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$566K
|
+$6.64K
|
+163
|
+1%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$543K
|
+$552K
|
+13,544
|
New
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$402K
|
+$408K
|
+10,018
|
New
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$364K
|
-$78.1K
|
-1,918
|
-17%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$292K
|
+$14.5K
|
+355
|
+5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$289K
|
-$5.91K
|
-145
|
-2%
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$219K
|
+$223K
|
+5,469
|
New
|
|
|
24
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$215K
|
-$122
|
-3
|
-0.1%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$102K
|
+$3.26K
|
+80
|
+3%
|
|
