|
1
|
Bank of New York Mellon
New York
|
$7.75M
|
+$54.5K
|
+1,352
|
+0.7%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$7.09M
|
+$70K
|
+1,737
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.46M
|
+$5.24M
|
+130,099
|
New
|
|
|
4
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.15M
|
-$382K
|
-9,474
|
-7%
|
|
|
5
|
Journey Strategic Wealth
Summit,
New Jersey
|
$4.22M
|
-$245K
|
-6,070
|
-6%
|
|
|
6
|
Flow Traders U.S.
New York
|
$3.71M
|
+$1.78M
|
+44,088
|
+100%
|
|
|
7
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.2M
|
-$78.9K
|
-1,957
|
-2%
|
|
|
8
|
|
$3.05M
|
-$3.94M
|
-97,837
|
-57%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.64M
|
-$275K
|
-6,815
|
-10%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.64M
|
-$275K
|
-6,815
|
-10%
|
|
|
11
|
|
$2.37M
|
+$45.1K
|
+1,118
|
+2%
|
|
|
12
|
Arvest Investments
Lowell,
Arkansas
|
$2.31M
|
+$2.22M
|
+55,044
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.18M
|
+$1.8M
|
+44,705
|
+621%
|
|
|
14
|
Watchman Group
Plano,
Texas
|
$1.85M
|
-$35.8K
|
-888
|
-2%
|
|
|
15
|
Executive Wealth Management
Brighton,
Michigan
|
$1.51M
|
+$177K
|
+4,396
|
+14%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.31M
|
-$1.87M
|
-46,472
|
-60%
|
|
|
17
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.06M
|
+$41.1K
|
+1,019
|
+4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$814K
|
-$13.7K
|
-339
|
-2%
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$602K
|
+$10.2K
|
+253
|
+2%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$435K
|
+$14.5K
|
+361
|
+4%
|
|
|
21
|
Swisher Financial Concepts
Westerville,
Ohio
|
$418K
|
+$403K
|
+10,005
|
New
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$355K
|
-$24.9K
|
-618
|
-7%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$294K
|
-$10.1K
|
-251
|
-3%
|
|
|
24
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$257K
|
+$31.2K
|
+775
|
+14%
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$221K
|
-$477K
|
-11,835
|
-69%
|
|
